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Where Should I Park My Money: Account Type Overview

Where Should I Park My Money: Account Type Overview

by Stacy | Jan 20, 2021 | Financial Information

Where to park your hard-earned money? Statistically, I can tell you that 45% of women are not even asking the question. Why? There are ten accounts where you can park, so the parking lot is not full! We go to work, collect a paycheck, pay our bills, spend what’s...
Money Intentions Versus New Year’s Resolutions

Money Intentions Versus New Year’s Resolutions

by Stacy | Jan 1, 2021 | Financial Information

Money intentions versus new year’s resolutions.  What’s the difference? It’s January, time to make those resolutions! Or should we be saying Intentions? Being a CEO is a big job. Yes, everyone is a CEO; you are in charge of your health and wealth. This month we...

Stacy Borek Certified Financial Planner, Santa Barbara California

Hi, I’m Stacy and with more than 15 years of experience in the tax preparation and financial management field, plus 10 years of experience in health and nutrition, I’m especially aware of the connection between health and finances. I believe that it pays to take a preventative approach to both physical and financial health. My goal is to help you focus on your financial health and wellbeing for the long term.

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Capital B Financial Planning Santa Barbara, CA
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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.

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