Financial planning practice

Cobblefield Creek Financial Planning · Financial planning practice · Seattle, WA

Sunniva Jarvinen is the lead planner at Cobblefield Creek Financial Planning, a fee-only practice in Seattle, and she bills every review, collects each signed advisory agreement and follows up on invoices that are still unpaid.

Legal and professional BillingDocuments and e-sign5 tables · 7 views · 2 forms · 1 dimension set · 1 dashboard · 2 digests · 1 document · 1 notification · 1 stage rule set · 1 agent

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Billing board

Invoices

Draft1

CC-30465Brightwater householdBrightwater: one-hour consult

Sent2

CC-30445Abernathy householdAbernathy: tax-year planning session

CC-30451Hartigan householdHartigan: estate document review

Partly paid2

CC-30409Okafor householdOkafor: quarterly review retainer

CC-30435Quillan householdQuillan: comprehensive plan

Overdue9

CC-30407Okafor householdOkafor: quarterly review retainer

CC-30413Lindqvist householdLindqvist: comprehensive plan

CC-30419Castellano householdCastellano: retirement income plan

CC-30425Fennimore householdFennimore: quarterly review retainer

CC-30431Quillan householdQuillan: comprehensive plan

4 more

Paid19

CC-30403Okafor householdOkafor: quarterly review retainer

CC-30405Okafor householdOkafor: quarterly review retainer

CC-30411Lindqvist householdLindqvist: comprehensive plan

CC-30415Lindqvist householdLindqvist: comprehensive plan

CC-30417Brightwater householdBrightwater: annual review

14 more

Tables

Invoices

33 sample rows · 13 columns

Every review billed to a client: what the fee is, what has been paid and what is still owed.

Invoice	Client	Engagement	Service	Fee charged	Review held	Paid so far
CC-30465	Brightwater household	Brightwater: one-hour consult	One-hour consult	$275	Oct 2, 2026	$0
CC-30445	Abernathy household	Abernathy: tax-year planning session	Tax-year planning session	$480	Sep 30, 2026	$0
CC-30467	Fennimore household	Fennimore: tax-year planning session	Tax-year planning session	$480	Sep 25, 2026	$480
CC-30457	Rosenbaum household	Rosenbaum: open-enrollment benefits review	Open-enrollment benefits review	$350	Sep 22, 2026	$350
CC-30409	Okafor household	Okafor: quarterly review retainer	Quarterly review meeting	$600	Sep 15, 2026	$300
CC-30451	Hartigan household	Hartigan: estate document review	Estate document review	$650	Sep 15, 2026	$0
CC-30437	Haldane household	Haldane: one-hour consult	One-hour consult	$275	Sep 12, 2026	$275
CC-30435	Quillan household	Quillan: comprehensive plan	Plan build, one installment	$1,200	Sep 10, 2026	$600
CC-30449	Rosenbaum household	Rosenbaum: comprehensive plan	Plan build, one installment	$1,200	Sep 1, 2026	$0
CC-30433	Quillan household	Quillan: comprehensive plan	Plan build, one installment	$1,200	Aug 7, 2026	$1,200
CC-30429	Fennimore household	Fennimore: quarterly review retainer	Quarterly review meeting	$600	Aug 6, 2026	$600
CC-30463	Haldane household	Haldane: comprehensive plan	Plan build, one installment	$1,200	Aug 1, 2026	$1,200

21 more rows

Engagements

21 sample rows · 15 columns

Each planning engagement, its agreed fee and the advisory agreement the client signs before work starts.

Engagement	Client	Kind of work	Planner	Fee per invoice	Invoices planned	Agreement
Brightwater: one-hour consult	Brightwater household	Single session	Sunniva Jarvinen	$275	1	Signed
Abernathy: tax-year planning session	Abernathy household	Single session	Sunniva Jarvinen	$480	1	Signed
Fennimore: tax-year planning session	Fennimore household	Single session	Leopold Haverkamp-Diaz	$480	1	Signed
Rosenbaum: open-enrollment benefits review	Rosenbaum household	Single session	Leopold Haverkamp-Diaz	$350	1	Signed
Hartigan: estate document review	Hartigan household	Single session	Leopold Haverkamp-Diaz	$650	1	Signed
Haldane: one-hour consult	Haldane household	Single session	Leopold Haverkamp-Diaz	$275	1	Signed
Rosenbaum: comprehensive plan	Rosenbaum household	Comprehensive plan	Sunniva Jarvinen	$1,200	3	Signed
Quillan: comprehensive plan	Quillan household	Comprehensive plan	Sunniva Jarvinen	$1,200	3	Signed
Quillan: retirement income plan	Quillan household	Retirement income plan	Sunniva Jarvinen	$1,450	2	Signed
Castellano: retirement income plan	Castellano household	Retirement income plan	Sunniva Jarvinen	$1,450	2	Signed
Haldane: comprehensive plan	Haldane household	Comprehensive plan	Leopold Haverkamp-Diaz	$1,200	3	Signed
Lindqvist: comprehensive plan	Lindqvist household	Comprehensive plan	Leopold Haverkamp-Diaz	$1,200	3	Signed

9 more rows

Clients

14 sample rows · 8 columns

The households the practice plans for, how to reach them and where their accounts are held.

Household	Main contact	Email	Phone	Assets under advice	Custodian	Engagements
Abernathy household	Philippa Abernathy	philippa.abernathy@harrowdale-inbox.com	(206) 555-0110	Over $2 million	Lakeside Trust Brokerage	Abernathy: tax-year planning session, Abernathy: quarterly review retainer
Brightwater household	Ingrid Brightwater	ingrid.brightwater@harrowdale-inbox.com	(206) 555-0102	Over $2 million	Northgate Wealth Custody	Brightwater: annual review, Brightwater: one-hour consult
Castellano household	Leontine Castellano	leontine.castellano@tidewellmailbox.net	(206) 555-0103	$750,000 to $2 million	Harborview Custody	Castellano: retirement income plan, Castellano: estate document review
Fennimore household	Rosalind Fennimore	rosalind.fennimore@juniperfallspost.net	(206) 555-0104	$250,000 to $750,000	Lakeside Trust Brokerage	Fennimore: quarterly review retainer, Fennimore: tax-year planning session
Haldane household	Delphine Haldane	delphine.haldane@harrowdale-inbox.com	(206) 555-0106	Over $2 million	Harborview Custody	Haldane: one-hour consult, Haldane: comprehensive plan
Hartigan household	Soledad Hartigan	soledad.hartigan@juniperfallspost.net	(206) 555-0112	$250,000 to $750,000	Harborview Custody	Hartigan: estate document review
Lindqvist household	Anselm Lindqvist	anselm.lindqvist@amberwickmail.org	(206) 555-0101	Under $250,000	Lakeside Trust Brokerage	Lindqvist: comprehensive plan
Moreau household	Barnaby Moreau	barnaby.moreau@tidewellmailbox.net	(206) 555-0107	$750,000 to $2 million	Lakeside Trust Brokerage
Nwachukwu household	Thaddeus Nwachukwu	thaddeus.nwachukwu@amberwickmail.org	(206) 555-0113	Under $250,000	Lakeside Trust Brokerage	Nwachukwu: comprehensive plan
Okafor household	Hildegard Okafor	hildegard.okafor@juniperfallspost.net	(206) 555-0100	$250,000 to $750,000	Harborview Custody	Okafor: quarterly review retainer, Okafor: open-enrollment benefits review
Quillan household	Caspian Quillan	caspian.quillan@amberwickmail.org	(206) 555-0105	Under $250,000	Northgate Wealth Custody	Quillan: comprehensive plan, Quillan: retirement income plan
Rosenbaum household	Evander Rosenbaum	evander.rosenbaum@tidewellmailbox.net	(206) 555-0111	$750,000 to $2 million	Northgate Wealth Custody	Rosenbaum: comprehensive plan, Rosenbaum: open-enrollment benefits review

2 more rows

Fee schedule

8 sample rows · 4 columns

What the practice charges for each piece of work, in a flat fee.

Service	Code	Group	Flat fee
Plan build, one installment	CC-101	Plan building	$1,200
Quarterly review meeting	CC-102	Reviews	$600
Annual review and rebalance	CC-103	Reviews	$900
Retirement income analysis	CC-104	Analysis	$1,450
One-hour consult	CC-105	Consulting	$275
Tax-year planning session	CC-106	Analysis	$480
Estate document review	CC-107	Analysis	$650
Open-enrollment benefits review	CC-108	Consulting	$350

Forms and booking

Start an engagement

Form

Start an engagementWhat the planner fills in once the client agrees the scope and the fee.

What is this engagement called? *

Which client is it for? *

What kind of work is it? *Comprehensive planQuarterly review retainerAnnual reviewRetirement income planSingle session

Which planner leads it?

What fee will each invoice carry?

How many invoices will it be split into?

Save the engagement

Ask for a planning call

Form

Ask for a planning callThe page on the practice site where a household asks to talk with a planner.

Which household is asking? *

Who should we speak with?

Where can we write to you?

Which number should we ring?

Roughly what do you have invested today?Under $250,000$250,000 to $750,000$750,000 to $2 millionOver $2 million

Send my request

Dashboards

Billing at a glance

Invoices

Invoices by status

Paid19
Overdue9
Partly paid2
Sent2
Draft1

Collected by status

Paid$18,005
Overdue$0
Partly paid$900
Sent$0
Draft$0

Invoices by service33

Also included

Advisory agreementDocumentThe fee-only planning agreement a client signs before an engagement starts.
Billing boardStage rules
Agreements to chaseDigest
Overdue every MondayDigest
Invoice overdueNotificationAlerts billing when an invoice passes its due date so a reminder can go out.

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INV-26-203	Retainer refill	$3,090
INV-26-206	Court and filing costs	$520
INV-26-209	Flat fee	$2,100
INV-26-212	Flat fee	$1,860

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Billing board

Tables

Invoices

Engagements

Clients

Fee schedule

Forms and booking

Start an engagement

Ask for a planning call

Dashboards

Billing at a glance

Also included

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