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Jennifer Raney Herriage

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Financial Planning Business Plan

March 3, 2023 By JamesCall Leave a Comment


Financial Planning Business Plan


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 specializes as a 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 may cost Grizzly a bit to do in-depth research on possible investments, as well as other options for the clients, this up-front investment will be offset with a long-term relationship which is likely to be built from 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 groups will be targeted by networking activities and public seminars. Prospective customers will be converted by Grizzly’s competitive edge of deep-rooted research and thoroughness when they use its services.

Concurrence

Most consumers base their buying habits on the people they know. Because financial planning is so complex, it can be hard to choose the right 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 to provide financial planning services that are comprehensive for all our customers. We are here to keep and attract customers. All else will fall in line if we live by this maxim. Our services will meet or exceed customer expectations.

Expectations

Forecast

Grizzly will be profitable by month eight, and modest profits by year three.

Financial Highlights by Year

You will need financing

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


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Filed Under: Businnes Plan Tagged With: business, financial, planning

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Testimonials

“I have both bought and sold properties from Jennifer and I can highly recommend her without any reservation.  She is uniquely qualified due to her vast experience in not only the marketing of homes but also all aspects of ownership.  The result is a professional that adds value to the client beyond the associated cost of representation.” 
- Dean Lontos

DISCLOSURES

Texas Real Estate Commission Information About Brokerage Service

Texas Real Estate Commission Consumer Notice

About Jennifer

Unlike many who get into the field, real estate has been the only career for Jennifer Raney Herriage, who has excelled in serving clients for over 20 years.  Having grown up in a real estate family, Jennifer was first inspired by her mother, a broker … Read more...

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