Leaving the service, losing a spouse, divorcing, or retiring? I’m a military spouse and a financial planner for accomplished women in transition.
Who I help: Women, widows, and military families facing a change that reshapes their financial life. Professional transitions like a career change or retirement. Personal ones like widowhood, divorce, or an inheritance. And military ones like a PCS, a deployment, or leaving the service for good.
You’re an expert in your own field. You shouldn’t have to feel behind or embarrassed about money because life handed you a chapter nobody prepared you for.
Why me: Most planners are trained to handle the money. I’m also trained to handle the upheaval. That’s what the CeFT® is, a Certified Financial Transitionist®, credentialed in the human side of money events like widowhood, divorce, retirement, and leaving the service. Add the CFP® for the technical work and the MQFP® for military pay and benefits, and I’m the only person in America who holds all three and owns an independent firm.
Why it’s personal: I’ve made 14 military moves and started over professionally more than once. I know what it’s like when the military decides your next chapter for you.
That’s why I founded BayView Financial Planning, an independent, fee only fiduciary firm serving clients nationwide from Tampa Bay.
My insights have been featured in The Wall Street Journal and The New York Times, and I speak nationally on financial planning for women navigating change.
Let’s talk about what’s changing for you.
Schedule a Free Consultation
Stacy Miller, CFP®
Bay View Financial Planning
Tampa, FL 33607
813-395-9501
www.bayviewfp.com