Capital Planning has been providing superior structured settlement services since 1981. Our team is based in Minneapolis, MN, and we pride ourselves on our ability to provide exceptional quality of service and prompt delivery of quotes to clients nationwide. With over 12,000 annuities successfully structured, we have a proven track record as one of the nation’s most trusted teams in the business.

Each case is unique, and we believe that nothing is more important than handling each one with the care and integrity that the client deserves. We are available every step of the settlement process including:

  • -Mediation and settlement conference attendance at no cost to our clients.
  • -Conducting educational seminars at no cost to our clients.
  • -Working with legal counsel to provide all necessary annuity documents when a case settles.
  • -Providing periodic Newsletters to our clients regarding the latest developments within the settlement annuity industry.
  • -Courtroom testimony

As a founding member of the National Structured Settlement Trade Association (NSSTA), Capital Planning is licensed with all major annuity carriers in the structured settlement marketplace. Capital Planning is the qualified choice to meet and exceed your structured settlement needs.

New to structured settlements? Learn more:

.Team Directory:

 

CHRISTINE D. PHILLIPS – CSSC, MSCC (Principal)
Phone: 952.541.9464 x1001

Christine Phillips has been in the structured settlement industry since 1988. She attended the University of Minnesota and possesses a Minnesota Life/Health insurance license. Ms. Phillips has over 35 years of professional experience with Capital Planning, and is its Owner and President.

EDUCATION

  • Completed the Certified Structured Settlement Consultants (CSSC) course at Notre Dame University
  • Completed the certification course and earned the Medicare Set-Aside Consultant Certified (MSCC) designation

PROFESSIONAL ORGANIZATIONS

  • Member of the National Structured Settlement Trade Association (NSSTA)
  • Member of the National Alliance of Medicare Set-Aside Professionals (NAMSAP).

Ms. Phillips hobbies include travel, piano, and spending time with her family. She and her husband are very involved in prison ministry and Angel Tree, a program of Prison Fellowship.

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KIMBERLEE COOKE (Senior Case Manager)
Phone: 952.541.9464 x1002

Kimberlee Cooke has been a case manager with Capital Planning since 2004. Previous to joining the Capital Planning team she worked in accounting and finance. She graduated from the University of Minnesota in 2000 with a Bachelor of Science in Human Resource Development and a minor in Business.  Kimberlee also possesses a Minnesota Life/Health Insurance License.

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Mercedes Grittner (Assistant Case Manager)
Phone: 952.541.9464 x1003

Mercedes Grittner is our Assistant Case Manager and has been with Capital Planning since 2009. She plays an integral role in our process by helping to design customized structured settlement proposals. She graduated from Normandale Community College with a Liberal Arts degree in 2011.

Outside of the office, Ms. Grittner enjoys spending quality time with her husband and kids, traveling the world, design, podcasts, and game nights with her family and friends.

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Meranda Blumberg (Administrative Assistant)
Phone: 952.541.9464 x1004 

Meranda Blumberg is our Administrative Assistant at Capital Planning. Her day-to-day includes wearing several hats and jumping into many roles such as processing contracts, and helping with quotes. Ms. Blumberg excelled in her studies and graduated from Normandale Community College with a degree in Liberal Arts in 2015.

Outside of business hours, Ms. Blumberg loves spending time with her husband and has a passion for singing, baking, and crafts.