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Phone:  610-871-3500
Email:  tsheffer@capital-planning.com 
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Tanya Sheffer, RICP®

Client Relationship Manager

My role at Capital Planning:
As the Client Relationship Manager for Capital Planning, I serve as the liaison between our clients and our Advisor(s), ensuring all needs are met and our clients feel confident and informed about their financial plan. I take pride in ensuring all of our clients experience service at Capital Planning that exceeds their expectations.
My background and experience:
I have over 20 years of experience in the Financial Services Industry serving in various capacities to include support in the areas of insurance, investments, and 401k administration. As a former Advisor, I have had the privilege of taking clients through the planning process and understanding its importance.
Getting to know me:
Outside of the office, I enjoy spending time with my daughters, Jordyn & Phoebe and our lab, George. In my free time, I also enjoy being outdoors, going on hikes and walking in local parks. I am active in my church and serve on our Staff Parish Relations Committee.

Capital Planning has served clients for over 25 years.

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4505 Saucon Creek Rd,
Ste. 100,
Center Valley, PA 18034


Estate Planning

Estate planning focuses on three key areas: Documenting your wishes, Stewardship Goals and Tax Efficiency.

At Capital Planning, our experts can work with an attorney to help you document your wishes and protect your family. We can guide you on the benefits of a Will, Power of Attorney, Advanced Health Care Directives (Living Wills) and Trusts.

Stewardship planning can help you protect your heirs from potential risks such as creditors, divorce, or poor money management skills. Stewardship can also help you meet your goals for charitable giving and life’s passions.

Tax efficiency planning can save your family upwards of 50%+ in taxes when combining estate tax, inheritance tax, and capital gains tax planning strategies.

If you would value advice on any of the above, book a discovery meeting today and speak with one of our advisors about independent financial planning with purpose, so you can focus on enjoying life.

Book a Discovery Meeting

College Planning and 529 Plans

Many people are curious to understand the potential tax benefits available to them. Questions such as “Is a 529 plan right for me and my goals?” are common, and at Capital Planning, we’ll be happy to guide you on this and any other questions you have.

We can work with you to conduct an analysis of funding needs, and provide recommendations as to investment allocation, ultimately helping you to select the right investments for your goals.

Book a discovery meeting today and speak with one of our advisors about independent financial planning with purpose, so you can focus on enjoying life.

Book a Discovery Meeting