Services
Fee-Only Financial Planning and Investment Management for Women, Widows, and Military/Veteran Families
How We Help
We offer financial planning for a flat fee. Investment management may be added at an additional cost.
Ongoing Advisory Services
Ally Financial Planning:
Ally Financial Planning is designed for clients whose financial lives are relatively straightforward and benefit from steady, ongoing guidance. In this role, I serve as your trusted partner, helping you clarify goals, build a solid financial foundation, make thoughtful decisions, and stay on track over time.
Ally planning includes comprehensive financial planning, implementation support, and regular monitoring, with an emphasis on clarity, confidence, and consistency.
How much does this cost?
The annual flat fee, billed monthly in arrears, starts at $400 a month.
Advocate Financial Planning:
Advocate Financial Planning is designed for clients with more complex financial lives, where multiple moving parts, higher-stakes decisions, or significant transitions require deeper involvement and coordination. In this role, I step in as your advocate, actively representing your interests, helping you navigate complexity, and coordinating across professionals such as CPAs, attorneys, and other advisors when needed.
Advocate planning involves advanced analysis, increased decision support, and a higher level of engagement to manage tax considerations, family dynamics, business or investment complexities, and periods of change. This offering reflects the additional responsibility and judgment required to serve clients whose circumstances demand more hands-on, strategic support.
How much does this cost?
The annual flat fee, billed monthly in arrears, starts at $650 a month.
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Investment Management
For clients who want ongoing support implementing their investment strategy, BayView Financial Planning offers optional investment management alongside financial planning.
Portfolios are designed to align with your financial plan, risk tolerance, and long-term goals. I handle the implementation, monitoring, and rebalancing so your investments remain coordinated with the rest of your financial life.
There are no asset minimums for this service.
The investment management fee is 0.50% annually, calculated on assets managed and billed monthly in arrears. This fee is separate from and in addition to your financial planning fee.