Wealth & Retirement Planning

Every client has a unique set of needs, circumstances, and family dynamics. Our approach is to provide unbiased and objective advice based on the following integrated principles:


We help you develop a clear understanding of your goals and evaluate planning strategies to address them.


We bring a disciplined and strategic process that helps you identify the gaps in your wealth plan and develop solutions to meet your goals and objectives.


We serve as your primary wealth advisor, facilitating the collaboration of your other service professionals in the wealth planning process.


We help you establish clear objectives and contingency plans so you can develop confidence and peace of mind.

Our Planning Process

We lead you through a four phase strategic process that systematically addresses eight key components of your financial life.

Wealth Assessment

An in-depth wealth assessment identifies your goals and objectives, uncovers critical planning gaps in the eight key components, establishes priorities, and schedules an implementation timeline.

Customized Solutions

Customized wealth solutions are developed based on your goals, long-term vision, and the planning gaps identified.


Your customized wealth solutions will be implemented by following an intentional integrated, and thoughtful wealth plan.

Wealth Plan Monitoring

Your wealth plan will be reviewed with you in periodic meetings and adjusted as necessary.

Call us today at 425-643-1800 to schedule a complimentary consultation.

Please Note: 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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