Guiding you to invest in your own future financial security through the tides of life.

Who We Serve

When it comes to your finances you can feel confident, organized, powerful

Women

Women have so much to deal with every day and when a new financial responsibility lands on our shoulders, we often feel anxious because we don’t know what we don’t know. We’re sometimes too ashamed to ask for help because while we’re ROCKSTARS in our own area of expertise, financial matters can be overwhelming.

Not investing in your future financial security is the riskiest decision you can make. Let BayView Financial Planning help you make those tough financial decisions so you can feel confident, organized, smart, and powerful. Then you can focus on your career, family, and living your best life.

Widows

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 comes from a sense of organization, and from knowing that they have an ally who has their 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. 

Military/Veteran Families

As with many busy professionals who invest much of their lives into their careers, military servicemembers are focused on their very important missions and not often focused on the important nuances of their specialized benefits. Financial advice for retiring or separating military servicemembers is extremely important because the transition from military to civilian life can be complicated, expensive, and stressful.

BayView Financial Planning is here to guide you toward future financial success. It is more than our patriotic service. It is our fiduciary duty.

Women

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Widows

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Military/Veteran Families

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Are you ready to be in control of your financial future?

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Step by Step

The Process

We offer financial planning and investment management for a flat fee.

A flat fee is the most transparent way to pay for your financial planning and investment management fees. You will know how much you will pay ahead of time, regardless of how many assets (if any, there is no minimum), you have invested.

01

Get Acquainted

Schedule a 30-minute complimentary call to give us both a chance to confirm your situation matches our expertise.

02

Get Organized

Once we have agreed to work together, contracts will be signed, we will discuss goals and expectations, and we will begin to upload and organize your data. We will do this together, as part of our role is keeping you on track and accountable!

03

Get A Plan

Your future financial security is within reach! Once all data has been uploaded, we will discuss the financial plan and its implementation.

04

Stay The Course

This is the good stuff! For our ongoing clients, once you have a plan, it will change as you and your circumstances change. You will have access to us for advice, education, and regular reviews.

 

Are you ready to be in control of your financial future?

Step by Step

The Process

We offer financial planning and investment management for a flat fee.

A flat fee is the most transparent way to pay for your financial planning and investment management fees. You will know how much you will pay ahead of time, regardless of how many assets (if any, there is no minimum), you have invested.

Get Acquainted

Get Organized

Get A Plan

Stay The Course

01

Schedule a 30-minute complimentary call to give us both a chance to confirm your situation matches our expertise.

02

Once we have agreed to work together, contracts will be signed, we will discuss goals and expectations, and we will begin to upload and organize your data. We will do this together, as part of our role is keeping you on track and accountable!

03

Your future financial security is within reach! Once all data has been uploaded, we will discuss the financial plan and its implementation.

04

This is the good stuff! For our ongoing clients, once you have a plan, it will change as you and your circumstances change. You will have access to us for advice, education, and regular reviews.

 

Are you ready to be in control of your financial future?

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