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6402 Arlington Boulevard, Suite 900, Falls Church, VA 22042

571-341-2016
financialplanning@bay-biz.com

About Us

BBG Financial Planning uses a tax-centric approach to financial planning to serve our clients. We adhere to an intentional process that starts with listening to our clients, followed by gathering and analyzing data and providing actionable recommendations that once put in place are frequently reviewed and adjusted. Your entire financial well-being is our concern.

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What We do
Precision Planning for Every Stage of Life

When you work with BBG Financial Planning, you will receive a personal experience with real people delivering real solutions. Our beliefs serve as the foundation for how and why we work passionately with our clients each day.

WELCOMEA Smarter Approach to Your Financial Life

WELCOME
A Smarter Approach to Your Financial Life

We believe great financial guidance starts with listening. Before recommending a single strategy, our team takes time to understand your goals, your timeline, and the life you are building toward. Our process is thorough, transparent, and built around the way you think about money — not the other way around.

Our Solutions
Comprehensive Solutions, Tailored to You

Every financial situation is different. That is why we offer a broad range of services designed to address where you are today and where you want to be.


Successful Families

We build and monitor portfolios based on your risk tolerance, time horizon, and long-term objectives — adjusting as your life evolves.

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Small Businesses

Small and closely held businesses, those with fewer than 100 employees, face a whole set of unique challenges. BBG Financial Planning leverages our reciprocal, strategic partnership with Bay Business Group, who does bookkeeping for more than 125 small businesses to better serve our clients.

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Not-For-Profit Companies

Many financial planning firms do not fully understand how a cause marketing association is different from a for-profit organization. At BBG Financial Planning, we get it. We understand that your organization exists for reasons other than growing the bottom line and we support you in your efforts.

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Estate Strategy

We work alongside you and your legal team to help outline a thoughtful plan for passing wealth to the people and causes you care about. box-empty

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Life Insurance

Life insurance can play a critical role in your broader financial strategy. We'll help you evaluate the right type and amount for your needs. box-empty

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HNW Client Guidance

High-net-worth investors face a distinct set of challenges. We offer strategies designed to address the complexity that comes with significant assets. box-empty

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Extended Care Strategies

Healthcare costs can change quickly. We help you explore strategies for potential long-term care needs so they don't derail your other goals. box-empty

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Small Business Guidance

Owning a business adds layers to your financial picture. We help business owners align personal and professional financial strategies. box-empty

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Social Security Strategies

When and how you claim Social Security matters. We'll help you evaluate your options so you can make an informed decision. box-empty

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Cash Flow Analysis

Understanding where your money goes is the foundation of every good plan. We'll help you take a clear-eyed look at income, expenses, and opportunities. box-empty

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Education Strategies

Funding education is a priority for many families. We'll help you explore savings vehicles and strategies that fit within your broader financial plan. box-empty

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Charitable Giving

If giving back is part of your vision, we'll help you explore tax-smart approaches to charitable contributions that align with your values. box-empty

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Special Needs Trust

Families navigating special needs planning require thoughtful, personalized attention. We can help coordinate strategies designed to support your loved one's future. box-empty

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Debt Management

Not all debt is equal. We'll help you build a strategy to manage liabilities while keeping your bigger financial picture in focus. box-empty

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Financial Education

We believe informed clients make better decisions. Our team provides ongoing resources and conversations to help you stay confident in your financial direction. box-empty

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About Our FirmBuilt on Discipline. Driven by Your Goals.

About Our Firm
Built on Discipline. Driven by Your Goals.

Our firm was founded with a clear philosophy: your financial strategy should be as intentional as the life you are building. Over the years, our team has worked with individuals, families, business owners and leaders to develop structured plans that evolve with their needs. We bring a range of specializations to the table, so you are never relying on a single perspective. Our approach is analytical, our communication is direct, and our focus is always on helping you pursue the outcomes that matter most. We do not believe in one-size-fits-all solutions — we believe in doing the work to get it right.

Our Process
A Proven Framework for Pursuing Your Goals

Great planning does not happen by accident. Our three-step process is designed to bring clarity, structure, and confidence to every financial decision you make.

1.Listen and Assess
Understand Your Full Picture

We will start by reviewing your finances, goals, risk tolerance, and time horizon to build a complete understanding of where you stand.

2. Create a Plan
Build a Plan That Fits

Using what we have uncovered, our team will design a customized strategy aligned with your objectives and the realities of today's markets. 

3. Monitor, Assess and Adjust
Stay on Track as Life Evolves

We will put your plan into motion and provide ongoing oversight — adjusting as your life, goals, and market conditions change.

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Our Resources
Insights to Keep You Informed

Staying informed is part of staying on course. Explore our latest resources for timely insights, practical strategies, and the kind of financial education that makes a difference.

Consider These 3 Things Before Driving Off the Lot

Consider These 3 Things Before Driving Off the Lot

Here are 3 quick tips to keep in mind when buying or leasing your next vehicle.
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Four Reasons Millennials Need an Estate Strategy

Four Reasons Millennials Need an Estate Strategy

Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
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Stay Safe with a Business Owner's Policy

Stay Safe with a Business Owner's Policy

Learn the advantages of Business Owner's Policies with this highly educational and fun animated video.
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Get Started
Ready to Take the Next Step?

If you are looking for a team with a structured, research-driven approach to your financial life, we would welcome the opportunity to talk. Let us start with a conversation about your goals.

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