A New Kind of Fitness
As you get closer to big changes in life, you’re probably asking yourself some important questions: Am I healthy? Am I prepared? Have I done enough to ensure I can live the life I want?
You know all about how important it is to eat healthy and take care of your body. But what about your financial fitness?
There’s more to fitness than physical health. When you add financial health to your preventative wellness plan, you’re preparing both your body and your resources for a successful, fulfilling future.
At Capital B Financial Planning, we can help.
We understand your unique financial concerns. For more than 15 years, we’ve helped women like you build their financial fitness and prepare for life’s big changes.
Our founder, Stacy Borek, understands the need for wellness in all areas of life. As both a trained nutritionist and Certified Financial Planner™, she’s seen how essential preventative wellness is to living a long, healthy life with the financial means to support it.
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.
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.
Communication is the key to building a long-lasting relationship. Our regular meetings will keep you up to date on your financial wellbeing.
Certified Financial Planner™, Founder and CEO of Capital B Financial Planning
With more than 15 years of experience in the tax preparation and financial management field, plus 10 years of experience in health and nutrition, Stacy is especially aware of the connection between health and finances. She believes that it pays to take a preventative approach to both physical and financial health.
Stacy loves helping women who are new to the financial conversation learn about wealth management and financial planning. After all—women live longer than men, and it is essential that they have the financial health to support themselves in their later years. Her goal is to help you focus on your financial health and wellbeing for the long term.
Stacy has lived in Santa Barbara for more than 20 years with her husband and two adult sons. She enjoys outdoor activities like running, cycling, and hiking, and strives to be active in the community, supporting local organizations like Transition House, the Santa Barbara Bucket Brigade, the Gwendolyn Strong Foundation, and the Santa Barbara Cancer Center.
“Financial wellness, like good health, is a constant journey. Having a fiduciary to help you anticipate and navigate life’s various challenges can have an immeasurable impact on your overall health and wealth.”
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!