10900 Northeast 4th Street, Suite 2300, Bellevue, WA 98004

425-643-1800
cpc@capplanllc.com
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Why Us

WHY IT MATTERS THAT WE ARE FIDUCIARIES

We put our clients’ interests ahead of our own, with a duty to preserve good faith and trust. Being a fiduciary means taking an oath and being bound both legally and ethically to act in a client’s best interest.

Since 1983, Capital Planning (formerly Capital Planning Corporation) 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 planning.

Read More: About Our History

WE ARE AN INDEPENDENT ADVISORY FIRM

Registered independent advisory firms (RIAs) are generally owned by the individual advisors who run them. Because of this, we forge deep, personal relationships with our clients and have a strong sense of accountability to them. We believe that our fee-based structure positions us to offer the best solutions to our clients through objective, independent investment and financial planning advice.

Download: How Do I Choose an Advisor?

A CUSTOMIZED PLAN THAT FITS YOUR NEED

We start your customized financial plan by focusing on areas where we know we can make an impact. We’ll explore avenues you may not have previously considered to be sure you are saving the most and making the most. This includes making sure all of your savings and investments are as tax-efficient as possible. We help determine which financial strategies fit your individual needs and then chart a course that is tailored just for you.

WE PUT THE FOCUS WHERE IT BELONGS

We lead you through a four-phase strategic process that systematically addresses the eight key components of your financial life. In building your personalized roadmap, we show you before and after comparisons so you can see and understand how each decision impacts outcomes. The transparency of our process can help alleviate the fear of uncertainty and help you see clearly which financial decisions make the most sense for you.



WEALTH ASSESSMENT

We take you through an in-depth assessment to identify your goals and objectives, establish priorities, uncover critical planning gaps and identify opportunities in the eight key components, and produce an implementation timeline.

CUSTOMIZED SOLUTIONS

We present recommendations to you that are developed based on your goals, long-term vision, and the planning gaps and opportunities identified, to help you work towards achieving your goals.

IMPLEMENTATION

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

WEALTH PLAN MONITORING

Your wealth is reviewed in periodic meetings and adjusted as necessary.

Note: The scope of any financial planning and consulting services to be provided depends upon the terms of the engagement and the specific requests and needs of the client. We may recommend outside professionals when you require services we don’t offer. Outside professionals are engaged by clients directly and their services are separate from our services. 

FREQUENTLY ASKED QUESTIONS

Q: What are the steps involved in the financial planning process?

Our process involves a holistic approach and these main steps:

1. Wealth Assessment: We take you through an in-depth assessment to identify your goals and objectives, uncover critical planning gaps and opportunities in the eight key components, establish priorities, and produce an implementation timeline.

2. Customized Solutions: We present recommendations to you that are developed based on your goals, long-term vision, and the planning gaps and opportunities identified, to help you work towards achieving your goals.

3. Implementation: Your customized solutions are implemented by following an intentional, integrated, and thoughtful wealth plan.

4. Wealth Plan Monitoring: Your wealth is reviewed in periodic meetings and adjusted as necessary.

Q: Why should I consult with a fiduciary for my personal financial planning?

A fiduciary is bound by oaths to act in your best interest. Using a fiduciary means getting the kind of advice a financial expert would give him/herself. Enlisting a professional is a great idea when you have little to no experience with growing and preserving wealth.  

Q: Can a fiduciary perform financial planning and analysis?

Yes! A fiduciary is simply bound to act in your best interest when recommending and selling financial products. That is why they operate on a fee-only basis. A fiduciary would be the best kind of professional to help you understand your financial picture and make sound financial decisions for your future.

FIDUCIARY FINANCIAL ADVISOR NEAR ME

FIDUCIARY FINANCIAL ADVISOR NEAR ME

If you’ve been looking for a “fiduciary near me,” then you have come to the right place! We uphold the fiduciary responsibility to our clients and don’t recommend any products based on commissions.  We want you to feel comfortable knowing that your interests are our interests, period. Let the fiduciary professionals at Capital Planning help you make sound financial decisions about saving and growing your wealth. Call for a complimentary consultation today!

Schedule a 30-minute complimentary virtual meeting or phone call with Michael D. Miller, ChFC®, AAMS®, CFP®During this session we look forward to learning about your unique situation, will present our services and financial planning process,and share how we add value to the lives of our clients.

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