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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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ADV Part 3 Client Relationship Summary (CRS) | ADV Part 2A Firm Disclosure Brochure

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.

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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.