Francis Financial, Inc. is a New York-based financial planning and wealth management firm specializing in empowering individuals—particularly women—through life transitions such as divorce, widowhood, or career shifts. With a dedicated focus on comprehensive financial guidance, Francis Financial offers holistic planning and investment management tailored to clients’ unique personal and emotional journeys. The firm is a fiduciary and operates on a fee-only model, ensuring objective, client-first advice without sales commissions or product affiliations.

Founded by Certified Financial Planner Stacy Francis, the firm stands out for its dedication to helping women take control of their financial independence. Francis Financial is well-known for its compassionate approach and deep expertise in divorce financial planning, supported in part by Stacy’s founding of the non-profit organization Savvy Ladies, which provides financial education to women. Clients benefit from an empathetic yet analytically rigorous approach that blends emotional intelligence with technical skill.

Notably, the firm maintains a strong reputation for transparency, frequent client communication, and educational outreach via its blogs, podcasts, and media appearances. Its advisors hold prestigious credentials such as CFP®, CDFA®, and CFA® designations, signaling their high professional standards and commitment to ongoing education.

Website: https://francisfinancial.com/

Key Services:

– Comprehensive financial planning
– Divorce financial analysis and planning
– Investment management
– Retirement planning
– Widowhood and legacy planning
– Wealth transfer strategies
– Cash flow and budgeting
– Charitable giving and philanthropy planning
– Risk management and insurance planning
– Financial education and empowerment resources for women