Services

Fee-Only Financial Planning and Investment Management for Women in Transition

How We Help

BayView Financial Planning offers two different fee-only planning services options:

Ongoing Advisory Services

For households that want an ongoing relationship with regular advice, education, and empowerment.

Financial Planning Project

For households with less complicated finances and DIY’ers. 

Ongoing Advisory Services

What do Ongoing Advisory Services encompass?

Ongoing Advisory Services go through all the steps of a Financial Planning Project, but following the completion of the written plan, BayView Financial Planning continues to work with clients on an ongoing basis to monitor and periodically review all aspects of their financial plan, manage their investments, and provide advice as needed.

Who would benefit from joining?

  • Households that have no desire or ability to self-manage investments
  • High net worth households
  • Households that require complicated ongoing financial decision-making
  • Households that want to feel more confident in their future financial security

How much do Ongoing Advisory Services cost?

You will be charged a flat fee, minimum $500 (based on complexity) billed monthly in arrears, plus an up-front fee of $1,500 to cover the initial construction of the comprehensive financial plan.

NOTE: There is no asset minimum.

It’s Time To Secure Your Financial Future. Contact Us Today!

How much do Ongoing Advisory Services cost?

You will be charged a flat fee, minimum $500 (based on complexity) billed monthly in arrears, plus an up-front fee of $1,500 to cover the initial construction of the comprehensive financial plan.

NOTE: There is no asset minimum.

How much does a Financial Planning Project cost?

You will be charged a one-time flat fee, based on complexity, with a minimum of $1,500.

Financial Planning Project

What is a Financial Planning Project?

Financial Planning Projects are fixed-fee engagements that provide clients a written financial plan addressing all relevant parts of their financial and life planning profile. In addition, Financial Planning Projects provide short-term limited support for assisting clients in implementing their financial plan.

This service does provide investment advice as part of the written plan; however, clients are responsible for making trades to implement the advice and for managing their investments once the project is completed.

Who would benefit from a Financial Planning Project?

  • High-income households that do not yet have sizable investment accounts
  • Households that have the desire and ability to self-manage investments

How much does a Financial Planning Project cost?

You will be charged a one-time flat fee, based on complexity, with a minimum of $1,500.

Schedule A Free Call Today To Talk More About Your Project!

Hourly Consulting Services

We offer financial planning consulting services on an hourly basis.

Most hourly-fee clients are former clients whose personal and financial backgrounds are already familiar to us.

On a highly selective basis, we may provide hourly consulting services to clients with whom we do not have a prior relationship.

Hourly Consulting Services are offered at an hourly rate of $375 per hour with a four-hour minimum.