Francis Financial
@FrancisFinance
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Award winning fee-only comprehensive Financial Planning, Wealth Management & Divorce FP boutique firm dedicated to providing clients ongoing financial guidance.
New York City, NY
Joined October 2011
A spouse’s death may be the most traumatic event anyone can experience. It often brings sadness, anger, pain, and grief. We’ve created the Financial Help for Widows Resource Guide that offers a step-by-step guide to help you make good financial decisions. https://t.co/wR6PXRT3x9
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Financially Ever After is kicking off our Legacy Planning Series with the most important step: getting your financial, legal, and personal information organized for the people you love. Listen now and give your loved ones clarity, not chaos! https://t.co/NDFU9Xt8N5
francisfinancial.com
In this episode of Financially Ever After Widowhood, Stacy Francis and Natalie Colley break down the essentials of legacy planning - from passwords and beneficiaries to wills and the “Because I Love...
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Francis Financial is proud to work with clients across the country, providing personalized support in financial planning, divorce financial planning, and guiding those who have recently lost a spouse. You don’t have to navigate these transitions alone.
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Going through a divorce? Don’t let your home turn into a tax bomb. Stacy Francis shares expert tips in her new article for @Kiplinger. Read it here: https://t.co/enDKK0FkbF
#DivorceFinance #TaxTips #FrancisFinancial
kiplinger.com
Your home is probably your biggest asset, so if you're getting a divorce, the stakes are high. Keep it? Sell it? You need to have a good plan in place for how to handle it.
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"When negotiating asset division, aim for cash or easily-accessed assets first, your future self will thank you!” Divorce isn’t just emotional, it’s financial. https://t.co/kKHQsixzbo
wsj.com
Divorce brings out strong emotions — and sometimes, that means less-than-perfect financial judgment. Host Julia Carpenter talks with WSJ contributor Joann S. Lublin to learn how you can avoid five of...
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Trying to get approved for a credit card? Start by checking your credit report + paying bills on time. Stacy Francis shares her tips in this @wallethub piece by John Kiernan. Bonus: how she got a free trip to Sedona using points! 🌵✨ Read more:
wallethub.com
Credit Card Approval Guide (2025)
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"It may indeed be worth waiting…or negotiating for a creative workaround.” In @WSJ, Stacy joins other experts in Joann S. Lublin's piece which spotlights the 5 major financial mistakes people make when divorcing, and how to avoid them. Read more:
wsj.com
They spend too much money right away. They underestimate their expenses. They act from their heart and not their head. And more.
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“This analysis is powerful because it shows clients they can live with financial security, without having to depend on inherited assets.” – Stacy Francis In Barron’s Advisor, @johnkimelman explores how planning for no inheritance can ease family tension. https://t.co/PTisXARXS8
barrons.com
Financial advisors share tips for helping their clients have an open dialogue with their parents about a future inheritance.
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Divorcing later in life can feel daunting, but it can also be a turning point. Stacy's @Kiplinger article shares how women can navigate a gray divorce with strength, strategy, and a renewed sense of financial control. https://t.co/ygomB4b9zn
kiplinger.com
Getting divorced later in life can be a big financial blow, especially for women. But, as this financial adviser points out, it can also serve as a positive turning point for growth and independence.
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“The biggest things under your control are the income you bring in and your spending.” — Stacy Francis, quoted in @Kiplinger by Janet Bodnar in her latest article on how to rebuild your finances after divorce: https://t.co/gRH1iN9mBF
kiplinger.com
Taking charge of your money after a divorce will feel daunting, especially when you're faced with a lower income. The key is tackling your to-do list in stages.
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“There are costs to relocating, and finding another affordable home may be difficult,” says Stacy Francis in @AARP on the hidden financial burdens widows face. A must-read for those navigating loss. https://t.co/b9J0Ok7Ecn
aarp.org
When a Spouse Dies, More Than a Partner is Lost
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Panicking in a downturn could cost you thousands. On the latest Financially Ever After, we break down how staying calm + invested pays off, and smart moves like Roth conversions + tax-loss harvesting. Listen here: https://t.co/1mzV7jvzeO
#Investing #FinanceTips #MarketVolatility
francisfinancial.com
Is doing nothing the smartest move during a market downturn? In this episode of Financially Ever After, Stacy Francis and Matt Haertzen reveal why staying calm and invested can pay off long-term....
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“Gone are the days of a pension.” — Natalie Colley, CFP®, CDFA® Natalie breaks down what the bond market mess means for your 401(k) in @NBCNews. https://t.co/Kz9tKrz7pE
nbcnews.com
Treasury yields have been behaving unusually, sparking concerns that the typical “safe haven” investment might be losing some of its shine.
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“It was brutally hard... and 100% worth it.” Stacy Francis shares how grit, grief, and purpose built Francis Financial and @SavvyLadies on the Her Success Story podcast with Ivy Slater. 🎧 Listen now:
apple.com
Discover the innovative world of Apple and shop everything iPhone, iPad, Apple Watch, Mac, and Apple TV, plus explore accessories, entertainment, and expert device support.
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Francis Financial is looking for a Lead Advisor to join our team. You will be responsible for the independent, ongoing management of existing clients. You will help formulate and implement investment and financial planning advice. Email michele@francisfinancial.com for more info!
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We believe financial planning isn’t just about numbers, it’s about helping women gain confidence, security, & peace of mind. Stacy spoke at @dimensional's 10 Years of Women & Wealth event, sharing how thoughtful financial guidance can empower women during life’s biggest changes.
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Read Stacy's latest @Forbes article for insights on navigating this challenging time. 💔💸 1. Reach out to creditors early to discuss options. 2. Understand what debts you're responsible for. 3. Consider consulting a financial advisor. https://t.co/p9M0RAqq8B
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"Grief is hard enough. When family conflict enters the picture, it can feel like another loss entirely." – Claire Schwartz On this episode of Financially Ever After Widowhood, we explore the emotional toll of estate disputes and how to protect yourself.
francisfinancial.com
Grief can cloud judgment, but financial chaos doesn’t have to add to the pain. In this episode, Stacy Francis and grief coach Claire Schwartz discuss how to prepare financially and legally for loss,...
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This #GalentinesDay, let’s talk money. Check out Stacy’s latest @Kiplinger article to learn more about how to turn friendship into financial empowerment.
kiplinger.com
Here are three things women can do to help their friends gain financial knowledge and confidence.
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"The emotional toll of grief is profound, often making it challenging to navigate the many financial tasks that come with the loss of a spouse." Access our 5 Financial Resolutions for 2025 guide here: https://t.co/R7tjgSy0Kk Access the video here: https://t.co/AKG3IWs5Eo
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Widows often face overwhelming financial decisions after loss. But 2025 can be a year of empowerment. Stacy Francis shares five essential steps for financial security in @Kiplinger . Read more! https://t.co/A0NAXRaUr5
#WidowFinance #FinancialSecurity #EstatePlanning
kiplinger.com
Tackling these strategies one at a time, whether it's updating estate planning or reassessing investments, can help put you on track for financial stability.
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