Posted on June 14, 2021
| 8:00 am

Capital B Financial Planning helps build financial fitness. (Photo by Capital B Financial Planning.)

Our physical, emotional and mental well-being is more central than ever. That’s why Noozhawk is proud to introduce our first ever holistic health and wellness guide!

To provide our readers with the tools to improve their mental and physical health in Santa Barbara County, Noozhawk conducted a series of interviews with local wellness practitioners and companies.

In this interview, Noozhawk spoke to Stacy Borek, Founder and CEO of Capital B Financial Planning, to learn more about her business.

Capital B financial planning

Question: What is the name of your company or your practice?

Reply: Capital B Financial Planning, LLC

Q: Can you describe which services or products your company or practice offers?

Stacy Borek, founder and CEO of Capital B Financial Planning

Stacy Borek, founder and CEO of Capital B Financial Planning. (Photo by Capital B Financial Planning.)

A: Our core business at Capital B Financial Planning is financial planning and investment management. But we like to call ourselves “Financial Wellness Architects”.

Q: How is your company or practice related to health and wellness?

A: When you add financial health to your preventative wellness plan, you are preparing both your body and your resources for a prosperous, fulfilling future. Having a healthy relationship with money means knowing why, what, and how. Your financial and human capital can help you live your life in the best possible way.

Q: What makes your company or your practice unique?

A: We are a concierge financial planning company passionate about the marriage of health and wealth. Our vision is that every woman has a financial plan. Life is full of planned and unplanned transitions (death, divorce, job change, retirement). Some create challenges and barriers, others create opportunities. A careful financial plan improves the quality of your life and doesn’t just mean beating the market.

Q: How do you stay connected with the community and your patrons?

A: Every year we help many women create a personalized financial plan and welcome them to our community of women who lead healthy and prosperous lives. Additionally, we offer women the opportunity to gather together in support of a charity or good cause, attend educational seminars, and host lunches and happy hours to show our appreciation and support to our customers. Together we build connections with each other and with our community.

Q: What type of education, training or certifications do you have?

A: We have references in the areas of wellness and finance. Our founder, Stacy Borek, is a Certified Financial Planner with over 15 years of tax preparation and financial management experience. She completed the financial planning curriculum at UC Santa Barbara. Stacy also has a BS in Dietetics and more than 10 years of experience in health and nutrition.

Q: How does your company or practice help your customers?

A: Traditional comprehensive financial planning encompasses important areas of retirement, estate, tax and investment planning. Capital B Financial Planning’s approach emphasizes organization, protection and personal values ​​as the basic building blocks necessary for a truly comprehensive plan. Using expense tracking tools, installing guard rails to protect your information from identity theft, preventing elderly abuse, and giving authority over your health and financial affairs are some examples of how we help our clients build their foundation for the create financial fitness.

Q: Are your benefits insured?

A: No.

Q: If you don’t accept insurance, do you offer payment plans or funding options?

A: Your best interest is our priority. As a pure fee planner, we make the best recommendations for you – not for commissions. Our pricing is based on overall complexity and we offer service packages specifically designed for women facing life changes; Divorce, widowhood, job change and retirement.

Q: How has the COVID-19 pandemic affected your company or practice?

A: The pandemic disrupted and challenged the normal. We have said goodbye to the traditional consulting practice in the inpatient area and taken over a concierge and virtual planning practice. Our virtual office enables us to hold efficient meetings via Zoom, and we can also meet in person upon request. The pandemic has challenged individuals and families around the world, with a disproportionate burden on the shoulders of working women. The silver lining; The pandemic has led many women to take their financial future into their own hands. Lack of flexibility at work, housework and caregiving take their toll and women are looking for more balance.

Click here to learn more about Capital B’s financial planning!

Read More Now