Monday through Friday – 7:30 a.m. to 5:00 p.m.
: Located in Downtown Lodi, turning left off of Kettleman Lane onto Church Street, and left on Oak Street, to 215 W. Oak Street, Suite #5
: At SB Planning, Inc., we take a team based approach to better understand people, or organizations and their unique needs. Our process to understand, design, implement, and monitor supports the creation of a dynamic financial plan exclusively tailored for our clients. You have the needs, we have the tools.