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’’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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