10900 Northeast 4th Street Suite 2300 Bellevue, WA 98004

425-643-1800
cpc@capplanllc.com
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OUR PROCESS

THE CAPITAL PLANNING DIFFERENCE

Client Centered



Capital Planning is a Registered Investment Advisory firm located in Bellevue, WA. Since 1983, Capital Planning (previously Capital Planning Corp) has assisted corporate executives, business owners, entrepreneurs, and high net worth families with building and preserving wealth through investment management, financial planning, and family legacy.

GATHER INFORMATION

We work with you to mutually define your objectives prior to making recommendations.

ANALYZE AND EVALUATE GOALS & OBJECTIVES

We use specialized tools to help analyze your information and gain an understanding of your goals and objectives. We create models and illustrations to help us form opinions on the course of action.

DEVELOP AND PRESENT RECOMMENDATIONS

We develop and present recommendations designed to help you work toward achieving your goals and objectives. It’s your personal financial roadmap to retirement.

IMPLEMENT RECOMMENDATIONS

We work with you to mutually agree on appropriate recommendations for implementation. You are never under obligation to implement any of the recommendations we offer. Our services and understanding of responsibilities are confirmed with signed agreements.

MONITOR FOR CHANGES

We maintain relevant information pertaining to your objectives and risk tolerance to ensure that our original recommendations remain suitable and monitor for any changes that need to be implemented.

Learn More About Our Services

We start all our services with a complimentary consultation.

Services We Offer