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 professionalBillingDocuments 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
Use this templateBilling board
InvoicesCC-30465
CC-30445
CC-30451
CC-30409
CC-30435
CC-30407
CC-30413
CC-30419
CC-30425
CC-30431
CC-30403
CC-30405
CC-30411
CC-30415
CC-30417
Tables
Invoices
33 sample rows · 13 columnsEvery 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 15, 2026 | $0 |
| CC-30445 | Abernathy household | Abernathy: tax-year planning session | Tax-year planning session | $480 | Oct 13, 2026 | $0 |
| CC-30467 | Fennimore household | Fennimore: tax-year planning session | Tax-year planning session | $480 | Oct 8, 2026 | $480 |
| CC-30457 | Rosenbaum household | Rosenbaum: open-enrollment benefits review | Open-enrollment benefits review | $350 | Oct 5, 2026 | $350 |
| CC-30409 | Okafor household | Okafor: quarterly review retainer | Quarterly review meeting | $600 | Sep 28, 2026 | $300 |
| CC-30451 | Hartigan household | Hartigan: estate document review | Estate document review | $650 | Sep 28, 2026 | $0 |
| CC-30437 | Haldane household | Haldane: one-hour consult | One-hour consult | $275 | Sep 25, 2026 | $275 |
| CC-30435 | Quillan household | Quillan: comprehensive plan | Plan build, one installment | $1,200 | Sep 23, 2026 | $600 |
| CC-30449 | Rosenbaum household | Rosenbaum: comprehensive plan | Plan build, one installment | $1,200 | Sep 14, 2026 | $0 |
| CC-30433 | Quillan household | Quillan: comprehensive plan | Plan build, one installment | $1,200 | Aug 20, 2026 | $1,200 |
| CC-30429 | Fennimore household | Fennimore: quarterly review retainer | Quarterly review meeting | $600 | Aug 19, 2026 | $600 |
| CC-30463 | Haldane household | Haldane: comprehensive plan | Plan build, one installment | $1,200 | Aug 14, 2026 | $1,200 |
Engagements
21 sample rows · 15 columnsEach 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 | Sunniva Jarvinen | $275 | 1 | ||
| Abernathy: tax-year planning session | Abernathy household | Sunniva Jarvinen | $480 | 1 | ||
| Fennimore: tax-year planning session | Fennimore household | Leopold Haverkamp-Diaz | $480 | 1 | ||
| Rosenbaum: open-enrollment benefits review | Rosenbaum household | Leopold Haverkamp-Diaz | $350 | 1 | ||
| Hartigan: estate document review | Hartigan household | Leopold Haverkamp-Diaz | $650 | 1 | ||
| Haldane: one-hour consult | Haldane household | Leopold Haverkamp-Diaz | $275 | 1 | ||
| Rosenbaum: comprehensive plan | Rosenbaum household | Sunniva Jarvinen | $1,200 | 3 | ||
| Quillan: comprehensive plan | Quillan household | Sunniva Jarvinen | $1,200 | 3 | ||
| Quillan: retirement income plan | Quillan household | Sunniva Jarvinen | $1,450 | 2 | ||
| Castellano: retirement income plan | Castellano household | Sunniva Jarvinen | $1,450 | 2 | ||
| Haldane: comprehensive plan | Haldane household | Leopold Haverkamp-Diaz | $1,200 | 3 | ||
| Lindqvist: comprehensive plan | Lindqvist household | Leopold Haverkamp-Diaz | $1,200 | 3 |
Clients
14 sample rows · 8 columnsThe households the practice plans for, how to reach them and where their accounts are held.
| Household | Main contact | Phone | Assets under advice | Custodian | Engagements | |
|---|---|---|---|---|---|---|
| Abernathy household | Philippa Abernathy | philippa.abernathy@harrowdale-inbox.com | (206) 555-0110 | Abernathy: tax-year planning session, Abernathy: quarterly review retainer | ||
| Brightwater household | Ingrid Brightwater | ingrid.brightwater@harrowdale-inbox.com | (206) 555-0102 | Brightwater: annual review, Brightwater: one-hour consult | ||
| Castellano household | Leontine Castellano | leontine.castellano@tidewellmailbox.net | (206) 555-0103 | Castellano: retirement income plan, Castellano: estate document review | ||
| Fennimore household | Rosalind Fennimore | rosalind.fennimore@juniperfallspost.net | (206) 555-0104 | Fennimore: quarterly review retainer, Fennimore: tax-year planning session | ||
| Haldane household | Delphine Haldane | delphine.haldane@harrowdale-inbox.com | (206) 555-0106 | Haldane: one-hour consult, Haldane: comprehensive plan | ||
| Hartigan household | Soledad Hartigan | soledad.hartigan@juniperfallspost.net | (206) 555-0112 | Hartigan: estate document review | ||
| Lindqvist household | Anselm Lindqvist | anselm.lindqvist@amberwickmail.org | (206) 555-0101 | Lindqvist: comprehensive plan | ||
| Moreau household | Barnaby Moreau | barnaby.moreau@tidewellmailbox.net | (206) 555-0107 | |||
| Nwachukwu household | Thaddeus Nwachukwu | thaddeus.nwachukwu@amberwickmail.org | (206) 555-0113 | Nwachukwu: comprehensive plan | ||
| Okafor household | Hildegard Okafor | hildegard.okafor@juniperfallspost.net | (206) 555-0100 | Okafor: quarterly review retainer, Okafor: open-enrollment benefits review | ||
| Quillan household | Caspian Quillan | caspian.quillan@amberwickmail.org | (206) 555-0105 | Quillan: comprehensive plan, Quillan: retirement income plan | ||
| Rosenbaum household | Evander Rosenbaum | evander.rosenbaum@tidewellmailbox.net | (206) 555-0111 | Rosenbaum: comprehensive plan, Rosenbaum: open-enrollment benefits review |
Fee schedule
8 sample rows · 4 columnsWhat the practice charges for each piece of work, in a flat fee.
| Service | Code | Group | Flat fee |
|---|---|---|---|
| Plan build, one installment | CC-101 | $1,200 | |
| Quarterly review meeting | CC-102 | $600 | |
| Annual review and rebalance | CC-103 | $900 | |
| Retirement income analysis | CC-104 | $1,450 | |
| One-hour consult | CC-105 | $275 | |
| Tax-year planning session | CC-106 | $480 | |
| Estate document review | CC-107 | $650 | |
| Open-enrollment benefits review | CC-108 | $350 |
Also included
- Advisory agreementThe fee-only planning agreement a client signs before an engagement starts.
- Billing board
- Agreements to chase
- Overdue every Monday
- Invoice overdueAlerts billing when an invoice passes its due date so a reminder can go out.
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