The Ideal Client

Capital Planning's services are not for everyone. Here is how you can determine if our team and services would be a good fit for you:

Independent Firm You prefer an independently owned fee-based advisory firm that is service oriented and proactive.

Dedicated Team You prefer to work directly with a dedicated senior financial advisor and client service associate to assist you with your most important financial decisions.

Strategic vs. Transactional Process You desire a strategic wealth management process based on your goals and long-term vision. You wish to avoid a transactional approach that is focused on the purchase of financial products or implementing strategies which are not fully integrated into a deliberate and thoughtful wealth plan.

Dynamic Investing You favor a disciplined investment process, which utilizes time-tested principles and is implemented with institutional investment funds and managers. Your portfolio will be diversified and coordinated with your objectives, utilizing both traditional and alternative investments. See Investment Management Services for more information.

Proactive Wealth Planning Services You prefer a collaborative, ongoing, proactive wealth plan, based on your vision, goals, and family circumstances, that will monitor the eight key components of your wealth. See Wealth Planning Services for more information.

Collaboration You prefer proactive collaboration with your professional advisory team, including estate, legal, accounting, insurance, business, and other professionals.

Fee Transparency You insist on a transparent process with full fee disclosure, no hidden relationships, and no corporate biases.

Legacy You desire a thoughtful generational plan that addresses your charitable objectives and the needs of your family, while providing estate tax reduction strategies to protect and grow your wealth for generations to come.

To schedule a complimentary consultation, click here or contact our office by calling 425-643-1800 or toll free at 800-900-9899.


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