Financial Planning Business Plan

Grizzly Bear Financial Managers- financial planning sample business plan: The financial planning company will offer its services to the upper-end clientele in the Portland, Metropolitan area. The financial planning business plan outlines the two different markets they will be serving; clients in need of investment advice and clients in need of estate planning help. By specializing in these two areas they hope to break the market and build up customer relationships and profiles. By networking and a use of seminars that the owner, Meghan Malpraktus, plans on using the smooth running and success of the company will follow shortly. The start-up costs for such a small business are relatively low, consisting of just $22,000. This will be spent on; office equipment, legal fees, and assets.

Preview our sample financial planning business plan

Financial Planning Business Plan

Create your custom business plan like a pro, with built-in financial formulas, automatic charts and graphs, and expert guidance at every step. Plus...

Business Plan Pro
  • 500+ sample business plans
  • Built-in research for over 9,000 industries
  • A professional plan that will wow lenders
  • Tons of free extras
  • 60-day money-back guarantee!
Buy Now $99.95 or learn more
magazines plus payg plus hurdle

Purchase Business Plan Pro today and get...

a one-year subscription to Inc. Magazine and free business planning ebooks.