After 17 years in our downtown office, Financial Plan is moving to a new office location. Beginning October 1st, 2014 our office will be on Barkley Blvd. Our new address is:

2115 Barkley Blvd, Suite 101
Bellingham, Washington
Phone: 360-383-5736

Our telephone and fax numbers remain unchanged, as will our email and website addresses. We will miss our quaint downtown location, so why are we moving?

Financial Plan is Growing

Thank you so much for the introductions you have made to your co-workers, friends, and family. We sincerely appreciate your confidence in us, and we will do all we can to help anyone you send to us. In order to give close attention to each new client, we will need new advisory and operations staff. With six people, we are already bursting at the seams in our current space. Our new office is big enough to accommodate ten employees.


As much as we love to support our local meter-maids, it is an inconvenience for everyone to be worrying about feeding meters and finding a space. The new office has parking specifically reserved for you within a few short steps of the office entrance.

A Central Location

Our new office is more centrally located; closer for our clients who live in the North county, yet still quite close for those who live to the South and with quicker access from the freeway.

Community Presence

As the most successful fee-only advisory firm north of Everett, we have been Whatcom County’s best kept secret. That is changing as we become more involved in community sponsorship, as word-of-mouth from our clients increases, as our articles are published in trade magazines, and as our online footprint expands. Our new office will have signage to reflect our more visible presence within the community.