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

Divorce

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 More

Retirement

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 More

Inheritance

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 More