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.
As featured in
Plan, Grow, Protect®
A Financial Planning Process That is Simple, But Powerful
WEALTH MANAGEMENT
We will help you achieve your short and long-term goals by creating a customized financial plan and investment strategy that considers all aspects of your life. We will be there every step of the way to ensure you have a plan for retirement, college expenses, taxes, charitable giving, home purchases, and so much more.
Divorce Planning
A Unique and Comprehensive Client Experience
WHAT OUR CLIENTS SAY
These reviews were voluntarily provided by our clients. Francis Financial did not compensate clients for their reviews, and those who provided reviews have no conflicts of interest. We requested ratings from all clients via email. Clients who chose to respond either wrote their own review, or collaborated with Digital Dynamo, a third-party marketing agency, to convert their spoken words into written testimonials. Each client posted their own feedback on Google. Digital Dynamo is compensated by Francis Financial on an hourly basis and does not alter client ratings or feedback.
Celebrating Over 20 years of Excellence
AdvisorHub Advisors
to Watch
2023 & 2024
Inc. Most Dynamic Women Entrepreneurs 2023
USA TodayBest Financial
Advisory Firms
2023 & 2024
ForbesTop Women
Wealth Advisors
2019-2024
Crain's
New York Notable Women
in Financial Advice 2020
Investopedia Top 100 Financial
Advisors
2019
*Advisor selection for each award was unbiased, objective and consumer-centric. No fee was required to receive these awards.
How We Have Helped Women Experiencing
Changes In Their Life
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 MoreDivorce
Naomi, a mother of two, decided to make the difficult decision to leave her marriage after years of feeling that she wasn’t being heard. Her ex-husband was a money manager and made all the decisions about their finances. Naomi came to us in the middle of her divorce process to look over the settlement proposal she was being offered. Working with her attorney, we determined the asset split that would be optimal for her financial future, and once the divorce was finalized, we helped her track and confirm that all financial aspects of the divorce decree were completed properly. After working with us, Naomi was able to take control of her own finances, feel empowered enough to become completely independent of her ex and start to think about how she was going to thrive in this next phase of her life. Learn MoreRetirement
Jonathan and Patty had been married for over 15 years and needed a plan for retirement and for their children’s college education. They felt it was important to seek the insight of a professional as they approached major milestones in their lives. After reviewing all their assets with them, we discussed the importance of financing their retirement, first, and then designed a personalized savings plan through 529 plans for their children. With our support, they are on track to meet all their financial goals and retire, stress-free! Learn MoreInheritance
Emily joined Francis Financial’s family of clients after her mother passed away. She had just received the inheritance that her mother left for her and her two other siblings. She was a saver, and she wanted to take this money and strategically plan for her future. We walked her through our strategy for inheritance planning to help her protect her new wealth, and understand the tax implications, income planning, and how to have the biggest impact with her inherited assets. Learn MoreFamily Planning
Jennifer and Maria came to us with ambitious financial goals to become a family of three, buy a house, and retire by 60. The couple's desire to expand their family was met with careful strategic planning as we developed a detailed financial approach and considered factors like fertility treatments, donor or adoption costs, and maternity care expenses. Our team also ensured they had adequate and comprehensive insurance, carefully analyzing their employer benefits, finding often-overlooked opportunities that could significantly reduce financial stress. Exploring everything from fertility services to retirement planning, we equipped Jennifer and Maria with the knowledge needed to maximize their benefits and alleviate their financial burdens.
Download Your Free Guide to Navigating Widowhood
Financial Help for Widows
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.