Financial Planner Business Plan

They match clients with a customized mix of products that protects their assets while earning a profitable return.Take and pass the Certified Financial Planner exam offered by the Certified Financial Planner Board of Standards.

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As a small-business owner, Ingram regularly confronts modern issues in management, marketing, finance and business law.

He has earned a Bachelor of Arts in management from Walsh University.

Include in the opening documentation a written summary of the services you will provide, the types of clients you will serve and a brief description of the products you will carry.

Use action words in the objective such as "create," "provide," "build," "serve" and "grow." List all the services you will provide and the companies you will represent.

Your operation is likely to function as self-employment until you begin to hire employees.

Put together a suite of products to offer your clients.

In the business plan, include all products you will handle such as stock trades, mutual funds, annuities, life insurance and real estate investments.

Write down the extent of the services you will provide and your credentials to do so.

Offer to serve friends, family and business contacts at discounted rates during the first few months to stimulate word-of-mouth advertising, gain genuine working experience and work out any kinks in your customer service activities.

David Ingram has written for multiple publications since 2009, including "The Houston Chronicle" and online at


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