Why Us

WHY IT MATTERS THAT WE ARE FIDUCIARIES

We put our clients’ interest ahead of our own, with a duty to preserve good faith and trust. Being a fiduciary requires being bound both legally and ethically to act in the 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.

WE ARE AN INDEPENDENT ADVISORY FIRM

Registered independent advisory firms 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 course to success by focusing on areas where we know we can make an impact. We’ll work with you to explore the choices you may or may not have already heard about. We help determine which ones fit your individual strategy, charting 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 the before and after comparisons so you can see and understand which planning decisions improve your outcomes. The transparency in our process can help alleviate worry that comes with not knowing if you are doing the right thing.

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.

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: 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.

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