Francis Financial, Inc. – Fiduciary, Fee-Only Financial Advisors in New York, Guiding Women with Confidence

Francis Financial, Inc. stands as an acclaimed Boutique Wealth Management and Financial Planning firm, committed to delivering personalized financial guidance to successful individuals and families. Renowned for its award-winning services, the firm embraces a fee-only approach, ensuring objectivity in recommendations and services while providing fiduciary loyalty and financial peace of mind to its esteemed clientele. Specializing in catering to clients with approximately $2-3 Million and more in investible assets, Francis Financial, Inc. brings a tailored and comprehensive approach to wealth management. The firm's commitment to excellence is reflected in its ability to provide strategic financial guidance that aligns with the unique needs and aspirations of each client.

Notably, Francis Financial, Inc. distinguishes itself through its expertise in Divorce Financial Planning. In this specialized area, the firm excels in analyzing and forecasting the short-term and long-term impacts of divorce settlements. With an unwavering commitment to unbiased recommendations, Francis Financial, Inc. collaborates closely with Divorce Attorneys, mediators, coaches, and other divorce professionals. This collaborative approach ensures that clients receive comprehensive and objective financial insights during a challenging period, ultimately empowering them to make informed decisions that pave the way for a secure financial future. Francis Financial, Inc. is not merely a financial partner; it is a trusted ally dedicated to navigating the intricate landscape of wealth management and divorce financial planning, offering invaluable support to clients on their journey toward financial success and stability.

Guiding Financial Security through Life Transitions

Delivering financial security, stability, and peace of mind during life transitions is the central mission of a team of professionals at the firm, including Certified Financial Planner^™ and Certified Private Wealth Advisor^® experts. Employing a holistic approach, they meticulously analyze the intricacies of each individual's financial situation, crafting personalized plans and tailoring investment strategies to pave the way for long-term financial stability.

Transparent and Growth-Focused Strategy: The team adopts a transparent strategy focused on wealth growth. Through a systematic evaluation process, they continuously reassess clients' financial situations, considering their values, goals, and life changes. Proactively, they take measures to protect clients' nest eggs, ensuring a secure path towards financial well-being.

The 4-Step Plan to Financial Independence include:

1. Discovery: In the discovery phase, the professionals inquire about clients' interests, values, goals, and personal and professional relationships. This helps in gaining a profound understanding of each individual's situation. Subsequently, they review clients' financial pictures to initiate the creation of customized financial plans and investment portfolios. This phase sets the foundation for building financial solutions tailored to specific needs.
2. Life Financial Plan: Based on the information gathered, the team creates financial plans, addressing crucial questions such as where to save money, Social Security claiming strategies, estate plan reviews, and more. These custom plans offer a comprehensive view of clients' financial situations, allowing them to assess various aspects while implementing optimal strategies for taxes, estate planning, college expenses, and other considerations.
3. Tailored Investment Plan: Once the team understands clients' current situations and future aspirations, they build investment plans designed to maximize the probability of achieving financial goals. As fee-only, fiduciary advisors, they objectively select the best investments from a vast pool of options. Working collaboratively, they create portfolios aligned not only with clients' financial goals but also with their ideals, incorporating socially conscious investments if desired.
4. Progress Meetings: Regular progress meetings are conducted to ensure clients stay on track with their goals. Ongoing evaluations of portfolios are conducted to ensure consistent returns in a cost-effective and tax-efficient manner. The team discusses any life changes and readjusts financial plans and portfolio performance to ensure financial health during significant transitions like a house purchase or career change.

Steering Divorce with Financial Confidence: Francis Financial's Tailored Solutions

Embarking on the journey of divorce requires not just emotional resilience but also a strategic financial plan for stability and peace of mind. Francis Financial, a distinguished provider of divorce financial planning, extends a helping hand to individuals navigating the complexities of divorce or separation. Whether contemplating divorce, initiating the process, or approaching its conclusion, the team of Certified Divorce Financial Analyst^® professionals at Francis Financial stands ready to address concerns, clarify the financial landscape, and equip individuals with the tools needed for long-term protection.

Comprehensive Financial Planning Process:

1. Discovery: In this phase, the professionals at Francis Financial listen attentively to understand the specifics of the individual's position in the divorce or separation process. Thoroughly reviewing all financial information in alignment with goals, they provide insights into critical financial issues that may arise before, during, and after divorce.
2. Settlement Proposal Analysis: Analyzing and presenting a divorce financial plan, this step ensures a comprehensive approach to current and long-term financial needs. With a focus on aspects like child support, spousal maintenance, and asset division, the analysis aims to create a roadmap for financial stability.
3. Separation of Assets: Francis Financial facilitates the division of assets and executes the settlement agreement, ensuring accurate distribution of all financial aspects outlined in the divorce decree.
4. Tailored Investment & Financial Plan: Implementing a customized portfolio, the team selects the best investments aligned with the goals identified in the individual's full-life-picture financial plan.
5. Progress Meetings: Regular reviews and confirmations of portfolio performance are conducted to ensure alignment with goals. Addressing any life changes, the team evaluates the need for plan updates or realignment of investments to ensure enduring financial security.

Navigating Financial Stability after Loss: Francis Financial's Support for Widows

In the aftermath of losing a loved one, navigating the financial landscape can be an overwhelming and emotionally challenging process. Recognizing the need for compassionate guidance during this difficult time, Francis Financial offers dedicated financial planning services for widows. Tailored to establish financial stability, this support extends beyond mere financial expertise, with a team comprising Certified Grief Recovery Specialists^® and Certified Financial Planners^™.

Comprehensive Assistance for Widows: Embracing widows in their journey toward financial security, Francis Financial provides a compassionate and comprehensive approach. The loss of a spouse is undoubtedly one of life's most traumatic events, and the team stands ready to answer questions and guide individuals step by step through the often overwhelming process.

Key Features of Francis Financial's Support:

Complimentary Consultation: The journey begins with a complimentary consultation, offering widows the opportunity to connect with the team and discuss their specific needs and concerns. This initial meeting sets the stage for tailored and personalized financial planning.

Certified Grief Recovery Specialists^®: Understanding the emotional toll of loss, Francis Financial's team includes Certified Grief Recovery Specialists^® who provide empathetic support throughout the grieving process. This holistic approach ensures that widows receive not only financial guidance but also emotional support during this challenging time.

Certified Financial Planners^™: The team's financial expertise is led by Certified Financial Planners^™ who bring a wealth of knowledge and experience to the table. They address financial concerns, answer questions, and provide strategic planning to ensure long-term financial security.

Tools for Long-Term Financial Security: Beyond immediate assistance, Francis Financial equips widows with the tools needed to secure their financial future. This may involve creating a tailored financial plan, addressing estate matters, and ensuring a comprehensive strategy for sustained financial stability.

Stacy Francis, CFP^®, CDFA^®, CES^™ | President & CEO

Stacy is a nationally recognized financial expert with over 20 years of experience in the financial industry. She is one of twenty of the nation’s leading wealth managers on CNBC’s Digital Financial Advisor Council, and frequently appears in media outlets such as Forbes, Kiplinger, The Wall Street Journal and USA Today.

“Our mission is to improve the lives of our clients through financial and personal empowerment. We guarantee to do everything in our power to make sure you’re financially secure and on track, and we promise to be with you every step of the way.”