Build Your Financial Strength
Capital B Financial Planning can help you anticipate and navigate life’s challenges with custom packages built for you, your goals, and your specific stage in life.
Ongoing Financial Planning
Capital B Service Packages
As a fee-based fiduciary, we’ll take your investment worries off your plate with a smart, passive approach that builds your resources using long-term growth, managed risk, and tax efficiency.
As a fee-only independent Registered Investment Advisor, we are paid by our clients. We receive no kickback, no commissions, and no sales incentives. We base our compensation on a percentage of the portfolio that we manage for you. This means we share a common interest in preserving and growing your wealth. As a percent of assets under management, our fees start at 0.65-1.20% per annum. This fee is not subject to an annual minimum.
We’ll match your specific goals and values, including ESG-focused portfolios.
Long-term Growth and Risk Management
We won’t try to “outperform” the market, rather to grow with it.
We’ll build a stable portfolio with low-cost index funds or mutual funds that track a benchmark.
For all of your financial assets, we have partnered with Charles Schwab to provide custodial services to house all of your investment accounts, provide quarterly statements, and online access to account information.
Comprehensive and Ongoing Financial Planning
No matter your stage in life, our goal is to get you up and running as quickly as possible. Our packages were designed with you in mind. In addition to helping you address your immediate needs, all of our packages include:
Every stage of life has different goals. Let’s determine yours.
Net Worth Analysis
We’ll assess all of your resources to determine your current net worth and where to go from here.
Cash Flow Management
Let’s create a plan for managing your day-to-day finances.
Email and Phone Access
We’re here to answer your questions at any time.
Year-round Service Calendar
We’ll meet quarterly to stay on top of your goals.
Capital B Service Packages
Fees vary based on the complexity of the plan and services. Hourly planning is also available.
A ray of hope for difficult situations such as death, divorce, or separation.
Organizing documents and recordkeeping requirements
Property settlement considerations
Tax impact and filing requirements
Monthly income needs analysis
Estate settlement guidance
Read a Silver Lining Case Study
The perfect way to prepare for retirement and the certainty of uncertainty when you’re still 5-10 years away.
Employer benefit plan review
Investment fund recommendations
Estate planning guidance
Evaluate/implement investment accounts (IRA, Roth IRA, 529 plans, Trust/Indiv Brokerage)
Long-term retirement projections
Read a Trailblazer Case Study
A collaborative partner to sort, sift, and make sense of your finances when you’re in or near retirement.
Strategies for maximizing social security and pension benefits
Investment strategies for wealth preservation
Guidance for charitable giving in retirement
Advanced tax strategies
Creating a retirement paycheck
Estate plan review
Read a Savvy Woman Case Study
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!
Be ready, no matter what’s ahead.
We’re here to help.