Helping Women Navigate Financial Decisions With Confidence
Financial advisors for women experiencing divorce or a loss of a loved one. We are a Fiduciary, Fee-Only firm, located in New York, NY serving clients across the country.
WHAT OUR CLIENTS SAY
Jessica Barlow
Three years ago, was a vulnerable time for me. I was working my way through a divorce, and settling down in a new phase of my life. I was quite unfamiliar with anything from a financial perspective. Forced to learn how to handle taxes, an investment portfolio, and my... Read more
Lisa Awano
Five years ago, following the debilitating illness of one of my family members, I recognized we would need financial advice from an expert who could help us navigate this challenging time. I interviewed several financial planners, but it wasn’t until I spoke to Stacy, Avani... Read more
Ronda Zawel
With my divorce and various health concerns over the past few years, life has been a challenge to say the least. Starting in 2016, I was thrust into a unique financial situation that required education, guidance, and advice. Knowing nothing about stocks, portfolios, and... Read more
Liz Harwell
My husband and I had no experience working with a financial advisor but we knew we needed guidance and someone to take the stress out of financial planning. After research we knew we wanted a fee-only firm, preferably run by women. We really hit it on the nail with Francis... Read more
Shawn Outler
Stacy is a professional and knowledgeable woman-lead financial advisor who I’ve worked with for over a decade. Ever since our first consultation, Stacy has fully vested in my needs, wants, and long-term plans, always protecting what I’ve built. Through her feedback and... Read more
Robert Rawdin, DDS
I found everything I was looking for in a financial advisor after I made the switch to Francis Financial. As a fee-only fiduciary firm, Stacy built a strong foundation of trust always keeping our best interests in mind. She’s assisted with our retirement and investment... Read more
Gilda Camuto
When I first approached Stacy and Francis Financial, I needed clearly articulated answers to questions I had about my unique financial situation. My immediate impression of Stacy was that she was organized, personable, hands on, and genuinely interested in me and my... Read more
Jerry de St. Paer
We have been very well served by Francis Financial for five years. Initially impressed by their thorough onboarding process, we continue to be constantly amazed by the dedication of their team. We’ve had detailed discussions about our risk appetite, cash flow needs, retirement... Read more
Jennifer Bienstock
Francis Financial is an expert at providing a comprehensive oversight of our investments and finances. My husband and I have been working with Stacy as a financial planner for over five years and during that time, her services have exceeded our expectations and reassured our... Read more
erin silvers
Francis Financial was recommended by my divorce attorney at a vulnerable time in my life. Having a women-led financial planner was important to me and Stacy helped me establish an immediate connection. When I reached out, I had already been in the process of a lengthy divorce... Read more
h t
The Francis Financial team has been invaluable to me. I started working with them because I was interested in making a career change and I needed to know what my financial requirements and options were. Not only was I concerned about retirement savings, but I had some health... Read more
The Loss of a Loved One
Rebecca reached out to us when her husband, Mark, of over 30 years passed away. She had decided to sell her Upper East Side townhouse and downsize to a smaller apartment, and her goal was to invest the proceeds from the sale of the home and live off the income. We helped Rebecca put a financial plan in place and helped her figure out how much she could safely withdraw from her investment portfolio every year. We designed a portfolio for her that provided income to help meet her ongoing expenses. Today, Rebecca has a better understanding of her money than she ever had before. Learn More
Download this guide to help prepare you, financially, and shepherd you
through any legal matters, while also providing tools to allow you
to take care of yourself, emotionally, as you navigate this difficult time.
