She shares how the core values of BayView Financial Planning, transparency, empathy, and education, shape both her fee-only practice and her pro bono work. From answering urgent financial questions to helping people take the first step toward financial empowerment, Miller reflects on meaningful experiences and offers practical steps and resources to improve financial literacy for all.
Learn more about Stacy Miller and BayView Financial Planning at BayViewFP.com. Navigating Care Conversations with Aging Parents with Inna Rivilis: Fiduciary Voices #FinLit Series3/21/2025
She discusses how caregiving is directly related to financial planning, why it is essential to consider having these conversations, and what this process might look like. She also provides practical tips for approaching this topic with parents who may not be open to it and two resources she regularly shares with clients.
Rivilis talks about the upcoming Opening Doors: Conversations with Aging Parents about Care Webinar happening Wednesday, March 26th, 2025, at 1 pm ET, which will focus on how to go about discussing these sensitive topics. The conversation will be recorded for those who are not in attendance, and all attendees will receive a complimentary one-on-one 30-minute session with an experienced independent care manager from CareAlly, a turnkey solution for financial advisors as they help clients and their families navigate the financial and health-related questions brought on by aging. The webinar offers a unique free opportunity to learn and discuss your individual situation with a professional.
Register for the Opening Doors: Conversations with Aging Parents about Care Webinar on Wednesday, March 26th, 2025, at 1:00 pm ET below.
She also touches on her expertise in assisting women in technology, military spouses, and business executives, highlighting the importance of proactive financial planning and literacy.
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