Community Advocacy

A portion of Financial Plan profits are dedicated to supporting our community. We support our local cultural, educational, recreational, business, service, and charitable organizations through:

Sponsorships, Volunteerism, and Membership

From sponsoring and volunteering for an important cultural landmark like the Mount Baker Theatre, to fundraising and volunteering for Assumption and Lynden Christian schools, teaching classes at Whatcom Community College, serving those in need, and sponsoring mountain biking trails; Financial Plan strives to be a good steward and neighbor to our Whatcom community.


We Sponsor

Assumption School
Whatcom Mountain Bike Coalition
Lynden Christian Schools
Young Life
Rotary Club of Bellingham
Whatcom Business Alliance Step Up Program
Squalicum High School
Junior Achievement of Whatcom County
Stop Hunger Now
Bellingham Festival of Music
Whatcom Community Foundation
Bellingham Warriors Lacrosse
Meridian Youth Sports
Sister Rose Fidelma Auxiliary
Bellingham Food Bank
North Coast Gymnastics

mount baker theater

We Volunteer for

Whatcom Community College
Sacred Heart Finance Committee
Assumption Catholic School
Family Promise
Lynden Youth Sports
Franklin Academy Wrestling
Assumption School Wrestling
Stimpson Family Reserve
The Whatcom Dream
Whatcom Boys and Girls Club
Whatcom Community Foundation
Bellingham Golf & Country Club


We Are Members of

Chamber of Commerce
Northwest Washington Estate Planning Council
Whatcom Business Alliance
Bellingham Golf and Country Club
Rotary Club of Bellingham
Mount Baker Theatre

Learn more about our advisor specialties

Learn More