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Submitted URL: https://mail.capitalbfinancialplanning.com/
Effective URL: https://capitalbfinancial.com/
Submission: On June 30 via api from US — Scanned from US
Effective URL: https://capitalbfinancial.com/
Submission: On June 30 via api from US — Scanned from US
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* Contact Us * FINRA * Contact Us * FINRA * Home * About * Services * Case Studies * Checklists * Home * About * Services * Case Studies * Checklists Schedule a Call BUILD YOUR FINANCIAL FITNESS FINANCIAL PLANNING TO HELP YOU GREET YOUR NEXT CHAPTER WITH CONFIDENCE. Schedule a Call Download Our Guide GAIN PEACE OF MIND BE READY FOR ANYTHING FEEL CONFIDENT IN YOUR PLAN LIFE IS FOR LIVING, NOT WORRYING Enjoy the freedom that comes from being financially fit. Z PERSONAL Every situation is unique. We’ll craft a plan based on your goals and what’s really important to you. Z CONCIERGE Our services cover everything from retirement planning to investment management, so we can meet all your wealth management needs. Z FIDUCIARY Your best interest is our first priority. As fee-only planners, you can trust us to make the best recommendations for you—not for commissions. CHANGE HAS GOT NOTHING ON YOU When you’re prepared, the winds of change can’t blow you over. Our 15+ years of financial experience will help you build a financial plan that can weather any storm. And if that storm came unexpectedly and you feel blown over, let us help you get back on your feet. GATHER Collecting your information is the first step. You may be surprised at what you have and the peace of mind that comes with knowing where it all is. PLAN Working with a CFP® professional, you will build a plan that aligns with your goals and values so you can feel confident about your future. GROW Communication is the key to building a long-lasting relationship. Our regular meetings will keep you up to date on your financial wellbeing. Schedule a Call Download Our Guide WOMEN FACING LIFE TRANSITIONS NEED PEACE OF MIND ABOUT THEIR FINANCES. AT CAPITAL B FINANCIAL WE BUILD STRONG PLANS SO YOU CAN ENJOY THIS NEXT CHAPTER IN YOUR LIFE KNOWING YOU ARE FINANCIALLY FIT AND FEELING CONFIDENT ABOUT YOUR FUTURE. CHANGE DOESN’T HAVE TO BE SCARY. We understand big life changes are daunting—especially if you’re not sure you’re ready. But here’s a secret: confidence comes from making a plan. At Capital B Financial planning, we’re here to help you build the financial strength and well-being you need so you can enter your next chapter with confidence. You don’t have to have everything perfectly in order. We’ll do that together. We’ll use our financial planning and tax experience to give you advice you can trust to guide your financial decisions. Stop feeling uncertain about your finances and instead enjoy this next chapter in your life knowing you are financially fit and ready for the future. Schedule a Call Meet Stacy DOWNLOAD OUR HEALTH AND WEALTH GUIDE Save time and gain peace of mind with the 10 easy financial moves we've included in this guide! * Name* First Last * Email* * * Name This field is for validation purposes and should be left unchanged. * Follow WOMEN FACING LIFE TRANSITIONS NEED PEACE OF MIND ABOUT THEIR FINANCES. AT CAPITAL B FINANCIAL WE BUILD STRONG PLANS SO YOU CAN ENJOY THIS NEXT CHAPTER IN YOUR LIFE KNOWING YOU ARE FINANCIALLY FIT AND FEELING CONFIDENT ABOUT YOUR FUTURE. Capital B Financial Planning, LLC. (805) 270-2002 stacy@capitalbfinancial.com Monday-Friday 8AM-5PM We are a virtual office with in-person concierge meetings upon request. Capital B Financial Planning, LLC (“CBFP”) is a registered investment advisor offering advisory services in the State of California and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by CBFP in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemptions. All written content on this site is for information purposes only. Opinions expressed herein are solely those of CBFP, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation. Privacy Policy / ADV / CFP Certificate ©2023 Capital B Financial Planning, LLC. | StoryBrand website design by Moxie Tonic. We use cookies on our website to give you the most relevant experience by remembering your preferences and repeat visits. 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