Build Your Financial Fitness
Financial planning to help you greet your next chapter with confidence.
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.
Personal
Every situation is unique. We’ll craft a plan based on your goals and what’s really important to you.
Concierge
Our services cover everything from retirement planning to investment management, so we can meet all your wealth management needs.
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.
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.
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!