Financial Planning Business Plan


Financial Planning Business Plan


Opportunity

Problem

Portland Oregon has many people who need investment advice and estate planning assistance.

Solution

Grizzly Bear Financial Managers is a comprehensive financial planning and estate planning consultancy. Grizzly&#8217’s services are extensive in terms of available products (mutual fund, equities and estate planning) as well as depth of research. Although it does cost Grizzly a lot to do extensive research into potential investments and other options for the client, this upfront cost will be negated by a long-lasting relationship that is likely to be built on earned respect.

Market

Grizzly Bear Financial Management will market their services to two groups: those who need investment advice and those who need estate planning assistance. These groups will be targeted via public seminars and networking events. Prospective clients will become long-term customers because of Grizzly&#8217’s competitive advantage of in-depth research and thoroughness of its services.

Competition

Most often, consumers buy based on their network or the relationships they have with others. Because the financial planning industry is so crowded, it can be difficult to choose a service provider. Referring a planner is easy as most people who have been to a financial adviser at some point in their lives are older than you.

Why Us?

Grizzly Bear Financial Managers’#8217’ mission is providing comprehensive financial planning solutions for our clients. We exist to attract and maintain customers. When we adhere to this maxim, everything else will fall into place. Our services will surpass the expectations of customers.

Expectations

Forecast

Grizzly will reach profitability by month eight and will have modest profits by the end of year three.

Financial Highlights by Year

Finance is required

Meghan will invest $23,000 in this venture.