Financial Planning Business Plan Example

Financial Planning Business Plan

Grizzly Bear Financial Managers is a comprehensive financial planning and estate planning consultancy in Portland, Oregon. Our services include mutual funds, equities, and estate planning. We conduct in-depth research into prospective investments and provide options for clients. While this research incurs upfront costs, it establishes a long-term relationship based on earned respect.

We market our services to two groups: those in need of investing advice and those in need of estate planning help. Our competitive advantage lies in the thoroughness of our services and our in-depth research, which converts prospective clients into long-term customers.

The buying patterns of consumers are often based on networking. With the financial planning industry being so populated, it is challenging to choose a service provider. However, referrals from previous clients make it easier to find a planner.

Our mission is to provide comprehensive financial planning services and exceed customer expectations. By adhering to this goal, everything else falls into place.

We expect to reach profitability by month eight and generate modest profits by the end of year three.

Meghan will invest $23,000 to start this business.


Grizzly Bear Financial Managers serves the Portland Metropolitan area and targets two groups: middle-aged people in need of estate planning and individuals who require assistance in structuring their estate. Our target market consists of middle to upper-middle class socio-economic groups.

We attract new clients through networking and monthly public seminars, which introduce otherwise unreachable segments of the population. In addition to developing new business, these seminars allow us to contribute to the community.

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Competition in the financial planning industry comes from independent financial planners, planners affiliated with larger organizations, tax and estate planning attorneys, and niche players specializing in stock brokering or estate planning. Consumers often base their decisions on networking and referrals.

Our Advantages

Grizzly Bear Financial Managers’ competitive advantage lies in our comprehensive research approach and provided services. We invest more time upfront to develop more value for our customers. This attention to detail and thoroughness is highly appreciated by clients who trust us with their financial future.

Keys to Success

Our keys to success are to create a service-based company that exceeds customer expectations, increase our client base by 20% annually through superior performance and referrals, and develop a sustainable financial management company that generates value for our customers.


Marketing & Sales

We offer public seminars on estate planning and financial planning in Portland, subsidizing rates to encourage attendance and learning. These seminars introduce a general discussion on the subject, caution against sole reliance on the information, and encourage individuals to seek professional assistance tailored to their needs. These seminars efficiently introduce us to new clients.

Networking, particularly with colleagues from Meghan’s MBA program, is another significant source of business development. Contact through social occasions and personal follow-ups enables us to target segmented populations and expand our client list.

Sales Plan

Our sales strategy emphasizes our competitive advantage of comprehensive research and product offerings. This approach instills confidence in prospective clients, as we are willing to invest the time to consider all options and address their concerns about their financial future.

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Our office space is located in the South Waterfront area, below OHSU, along the river, in a small office suite.

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