Point B Planning
Profile reviewed by the Coyote Wealth Editorial Team — researchers and writers with experience across leading Wall Street financial institutions. Updated March 9, 2026.
Fee-only planning for life transitions
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Claim This Profile →About Point B Planning
Point B Planning is a fee-only financial planning firm helping individuals and families navigate major life transitions—career changes, divorce, inheritance, and retirement—with personalized, objective advice.
Services & Specialties
Services
Financial Advisor Specialties
Frequently Asked Questions
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Clean Record
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Pricing
Fee-Only (Flat Fee)
Industries
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