10900 Northeast 4th Street,
You would start by filling out the “I Have a Question” to the right. Once we receive your request, a team member will reach out to get you scheduled. We will ask you to fill out an online questionnaire. These questions were intentionally designed to ask only general information and return to us securely. Your information will help guide the conversation.
Yes. We have clients located across the United States. While our main office is in Bellevue, WA, with web-based screen sharing technology we work with clients across the country.
You will have a primary wealth advisor and a servicing advisor. All our advisors hold a Certified Financial Planner® license and/or a Chartered Financial Consultant® - Advanced Financial Planning credential. You will also have a dedicated client service team who facilitate account openings, move money requests, and assist with account links. Our team utilizes each person’s specialized knowledge on your behalf, including the services performed by our back office in portfolio administration, investment research, compliance, and scheduling.
Our clients generally begin by going through a comprehensive financial planning process, which is what we call Initial - Financial Planning & Consulting. Investment management is not included as part of this service.
During the process, we show you who we are as a fiduciary and the value of our services. If we mutually determine we are the right partner for you, then clients who are looking to delegate investment management decisions move to our Wealth Management Service where Capital Planning provides ongoing oversight of investments, financial planning updates, risk management, and tax planning.
Our typical client is someone age 50 plus with $1M or more of investable financial assets or is looking to retire in the next 5 - 10 years. We also work with multi-generational families where we aggregate total assets under management for determining fees.Our clientele comes from:
In addition, we are a good fit if you:
Below are professional designations used by Capital Planning, LLC associates:
Chartered Financial Consultant (ChFC®)
CFP®: (CERTIFIED FINANCIAL PLANNER™)
Accredited Asset Management Specialist (AAMS®)
Chartered Mutual Fund Counselor (CMFC®)
Certified Public Accountant (CPA)
Personal Financial Specialist (PFS™)
You should not rely solely on a title or designation to determine whether a financial professional has the expertise that you need. The link below will help you understand what a designation means and what the financial professional did to obtain it.
Learn More: About Professional Designations
Videos, articles, and a glossary of financial and investment terms