Planning For Every Age and Every Stage

The Financial Planning Process


CB Capital employs a comprehensive financial planning approach that begins by working with you to understand your current financial situation, goals, concerns and challenges. Next, we gather, organize and analyze all the information necessary to build the plan. We then develop and present a plan specifically designed to meet your goals. The final steps are to implement, monitor and adjust the plan as appropriate. The only constant in life is change so our plans are flexible by design.