Appointments

Requesting an Appointment

Please have a clear idea of what you want to do, or what you desire help with, summarized in written form. While we are fortunate to have three full-time business advisors here in our Bellingham office, we can only serve 350-400 clients per year. Our advisors need to see the bigger picture to understand your business and determine how they can be of assistance.

Established Businesses

Clients with established businesses should provide the following documents prior to their first appointment:

  • A basic business plan that reflects the current company objectives, or an executive summary type description of the problem or opportunity you would like help with
  • 1-3 years of recent financial statements including: Profit & Loss Statements and Balance Sheets


If you have been in business for 6 months or longer, and can provide the information described above, click here to fill out our pre-client registration form.

Start-up Businesses

Are you a new business still in the start-up phase? (this means you're less than 6 months into operations, or you are just thinking about a new business to start and need help fleshing out your idea, business plan, etc.)

We highly recommend you contact our local chapter of SCORE. SCORE Chapter 591 mentors are comprised of 14 active and retired business men and women, who provide clients with free and confidential business counseling.