Frequently Asked Questions

General questions

What does ‘Women in Transition’ mean?

Women in Transition are experiencing new changing life circumstances that often come with complicated financial decisions. These might include some of the following examples: Professional Transitions (new employment, new business, selling business, promotion, job loss, breaking the glass ceiling, retirement, career re-entry), Personal Transitions (widow, marriage, re-marriage, childbirth, separation/divorce, family planning, buying a home, aging parents, college-bound children/empty nest, health crisis, inheritance, lottery win), Military/Military Spouse Transitions (leaving service, retirement, deployment)

What is a Fiduciary?

A fiduciary must act in the best interests of the client in all circumstances. Stacy Miller, CFP® and BayView Financial Planning are Fiduciaries.

Are you Fee-Only?

Yes, we do not charge commissions.

Is there an account minimum?

No.

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9 Tips for Making Smart Money Decisions Through The Tides of Life