James (Jamie) Twining is the CEO and founder of Financial Plan, Inc., and a CERTIFIED FINANCIAL PLANNER (TM) Practitioner who works with an exclusive high net worth client base. Jamie has a niche advising BP Cherry Point refinery employees.

Jamie is a member of the Whatcom Business Alliance and past President of the Board at the Mount Baker Theatre. A graduate of the University of Southern California and devoted husband, father, and grandfather, Jamie enjoys spending time with his family and any water sport that begins with an “s”:  swimming, surfing, sailing, scuba diving, snorkeling, stand-up paddle boarding, and salmon fishing.

On a warm summer’s evening, you can’t reach him on his cell phone. If you have an emergency, you will have to grab a paddleboard and work your way to the middle of Lake Whatcom to find him.

Downloadable Guides

Nine Factors That May Favor a Roth Conversion

BP Cherry Point Retirement Planning Guide

Contact James