James B. Twining

James B. Twining

| CFP®

Financial Plan, Inc.

Fee-Only, DFA qualified Financial Planner serving the Bellingham, WA area.

Specialties

  • Fee-Only Financial Planning
  • Financial Review
  • Hourly Fee Consultations
  • Retirement Planning
  • Investment Management
  • Tax Planning
  • Estate Planning
  • College Education Planning
  • 401(k) and IRAs

Visit Us

2115 Barkley Blvd
Suite 101
Bellingham, WA 98226

James Twining is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?

James B.Twining CFP® is; the founder and CEO of Financial Plan, Inc. He  is a Fee Only NAPFA-Registered Financial planner in Bellingham, WA. with over 30 years of experience.

Mr. Twining seeks to share his expertise with high net worth clients through his books, articles, and in person consultations.  Custom financial plans tailored to unique client situations are available upon request.

He partners with clients to manage their wealth with a focus on reducing conflicts of interest, containing their costs, and providing total transparency.  He delivers comprehensive financial planning advice, behavioral coaching, and education;  communicated in an understandable way.

He takes care of the financial details so that his clients can be free to enjoy their lives and have peace of mind regarding their finances.