Wealth Management Services

Our Wealth Management service is a combination of our Investment Management and Financial Planning services.  Our approach is to provide clients with unbiased and objective advice based on the following integrated principals:   

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

Wealth Assessment
An in-depth assessment to identify client goals and objectives, uncover critical planning gaps and opportunities in the eight key components, establish priorities, and schedule an implementation timeline.

Customized Solutions
We present recommendations to clients that are developed based on their goals, long-term vision, and the planning gaps and opportunities identified to help them work toward achieving their goals and objectives.

client’s customized solutions are implemented by following an intentional, integrated and thoughtful wealth plan.

Wealth Plan Monitoring
Wealth plans are reviewed with clients in periodic meetings and adjusted as necessary.

We recommend outside professionals when clients require services we don’t offer. Outside professionals are engaged by clients directly and those services are separate from our services. 

For further details on our Wealth Management Services, please see Investment Management Services and Financial Planning Services.

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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