Financial Planning For Widows & Surviving Spouses

Fee-Only Financial Planning and Investment Management for Widows

You Don’t Have to Navigate This Alone

Becoming a widow is an emotionally challenging experience that brings significant financial challenges and responsibilities, especially if you were not the financial manager in the relationship. The loss of a spouse can be overwhelming. The greatest relief can come from a sense of organization, and from knowing that you have an ally who has your best interest at heart. That is, of course, in addition to an empathetic and active listening approach to each meeting.

At BayView Financial Planning, we like to take it a few steps further though. We are aiming for peace of mind and empowerment; to learn as much as you want to learn, to help you teach your children financial literacy, and to create a plan that will help your beneficiaries have a much easier transition. As a Certified Financial Transitionist (CeFT®), this is one of Stacy Miller’s specialties.