10900 Northeast 4th Street, Suite 2300, Bellevue, WA 98004

425-643-1800
cpc@capplanllc.com
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Text: A time to appreciate those who tirelessly strengthen our nation. LABOR DAY. Image: People enjoying a day off from work at an amusement park. Text: As we transition from summer to fall, remember to honor our dedicated workforce. Images: A family sharing an affectionate moment at the beach. A man with a hat working in a large amber field. Text: Savor the last rays of summer sunshine and celebrate the hard work that surrounds us. Image: A person walking silhouetted against a cloudy blue sky. Text: Wishing you a relaxing and enjoyable Labor Day. Image: Several people sitting, silhouetted against a lightly clouded blue sky, visiting and listening as someone plays a guitar.

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Office: 425-643-1800

Toll-Free: 1-800-900-9899

Fax: 425-643-1216

10900 Northeast 4th Street

Suite 2300

Bellevue, WA 98004

cpc@capplanllc.com

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Capital Planning LLC (CPC) is an independent registered investment advisory firm (RIA). It is our fiduciary duty to put clients’ best interest before our own.

The scope of any financial planning and consulting services to be provided depends upon the terms of the engagement, and the specific request and needs of the client. Capital Planning LLC does not serve as an attorney or accountant. Capital Planning LLC does not prepare estate planning documents or tax returns.

Please review Important Disclosure Information set forth in the DISCLOSURES section of this website.

A digital badge or designation is not a guarantee of any future performance, services to be provided or outcome by the holder of the designation. The Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements. The Personal Financial Specialist (PFS™) credential is established and run by the Personal Financial Planning (PFP) Division staff at the AICPA, the National Accreditation Commission, and the PFS Credential Committee for AICPA members who meet certain education, testing, and experience requirements.