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Financial Planning Business Plan

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Grizzly Bear Financial Managers

Company

Overview

Ownership & Structure

Grizzly Bear Financial Managers is a sole proprietorship owned by Meghan Malcolm

Team

Management Team

Meghan Malcolm received her Bachelor of Arts from Reed College.  While at Reed College, Meghan supplemented her school loans with income from being an accounting clerk for Hollywood video.  While Meghan learned accounting backwards and forwards from this job, she found it boring.  After graduation Meghan took the GMAT’s in preparation for getting her MBA.

Meghan decided that she needed to take at least a year off between school so she worked for a bicycle touring company that took clients on mountain bike trips through the Rocky Mountains. Meghan developed people and communication skills on this trip.  It was her responsibility to make sure that the clients were always happy.  Although at the time Meghan did not know how valuable these communication skills would become, she did recognize that they were useful.

Meghan entered Willamette’s MBA program a year after graduating from Reed.  During the second year Meghan was allowed to choose her courses and she took a concentration of finance, investing, options, etc.  She enjoyed the investing of money, and it was at this point that she realized that this is the type of work that she wanted to do.  She figured it would be initially tough to start her own financial planning company by herself, but with all of the contacts that she has made over the years, first at Reed then at Willamette, she was prepared to go ahead with her dream.

Personnel Table

2020 2021 2022
Meghan $43,200 $44,064 $44,945
Admin Assistant $33,600 $34,272 $34,957

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