Financial Planning Business Plan

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Grizzly Bear Financial Managers

Executive Summary

Opportunity

Problem

There are people in the Portland Oregon who are in need  of investing advice, and those that are in need of estate planning help.

Solution

Grizzly Bear Financial Managers is a comprehensive financial planning and estate planning consultancy.  Grizzly’s services are comprehensive in terms of offered products (mutual funds, equities, estate planning) and depth of research.  Although it costs a fair amount of money for Grizzly to do an in-depth amount of research into prospective investments as well as possible options for the client, this up-front cost will be eclipsed by a long-term relationship that is likely to be established out of earned respect.

Market

Grizzly Bear Financial Managers will be marketing their services to two different groups of people, those in need of investing advice, and those that are in need of estate planning help.  These two groups will be targeted through networking activities and public seminars.  Grizzly’s competitive advantage of thoroughness of services offered as well as in-depth research will turn prospective clients into long-term customers.

Competition

The buying patterns of consumers are more often than not based on networking or who the person knows.  This is because the industry of financial planning is so populated it is quite hard to make a decision for choosing a service provider.  Since many/most people after a certain age have at least visited a financial planner it is not difficult to get a referral for a planner.

Why Us?

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

Chart visualizing the data for Financial Highlights by Year

Financing Needed

Meghan will be putting in $23,000 to start this business. 

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