Client Login


As a client of Capital Planning, LLC (“CP or CPC”), by entering your credentials, you elect to participate in the password-protected access portion of CPC Internet web site. You understand that your participation will allow you to review certain investment-related information published by CPC and unaffiliated third parties. This password-protected access is made available to clients of CPC free of charge. This authorization shall continue until canceled in writing.

By logging into a portal, I understand that the password-protected section is a secure web site intended only to allow a client access to information relative to his/her/its specific account. I also understand that I will be assigned an individual password. I agree not to share my password with any other person. I hereby release and hold CPC harmless from any adverse consequences relative to any failure by me to keep the identity of my password secure.

If you have an urgent need, please call the office directly at 425-643-1800.

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