Financial Planning For High-Earning Women

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You’ve Built the Wealth. Now Build the Plan.

Francis Financial provides financial planning and wealth management for high-earning women who are ready to build a strategy as sophisticated as their career. Successful women often face increasingly complex financial decisions, from equity compensation and executive benefits to tax planning and wealth protection. Managing it all while navigating a demanding career can feel overwhelming, but it doesn't have to.

Our team of Certified Financial Planner™ professionals, investment specialists and tax accountants understand the unique financial landscape you operate in and will guide you step-by-step towards long-term financial independence. We provide the tools, strategy, and expertise you need to make your wealth work as hard as you do.

Our Testimonials

What Our Clients Are Saying

Sample Client Testimonial Drafts (Instagram Post) (1)Sample Client Testimonial Drafts (Instagram Post)

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.

Our Approach

The 4-Step Plan to Financial Security

Discovery

Discovery

We will ask about your interests, values, goals, and personal and professional relationships to gain a deeper understanding of your individual situation. We will then review your financial picture to start creating your customized financial plan and investment portfolio, and answer any initial questions you may have. From there, we will begin building financial solutions specifically tailored to your needs.

Tailored Investment Step 3

Tailored Investment Plan

After we have assessed where you are now and where you want to go, we build an investment plan that maximizes the probability of achieving all that is important to you. As fee-only, fiduciary advisors, we have access to thousands of investment solutions and objectively choose the best investments to help you reach your goals. We will work with you to create a portfolio that is in line with, not only your financial goals, but also your ideals, by incorporating socially conscious investments. If there is a mission that you are interested in supporting, we will work with you to make sure your portfolio reflects this.

Discovery Meeting

Custom Life Financial Plan

We will take the information you have shared with us and create your financial plan. Your custom plan will provide you with a comprehensive view of your financial situation, allowing you to evaluate all aspects while implementing optimal strategies for taxes, estate planning, college expenses, and various other considerations.

progress metting step 4

Progress Meetings

We will meet with you regularly to make sure you are staying on track with achieving your goals, and evaluate your portfolio on an ongoing basis to ensure your investments deliver consistent returns in a cost-effective and tax-efficient manner. We will discuss any life changes such as a house purchase or career change, and readjust your life financial plan and portfolio performance to ensure you remain financially healthy during these significant changes.

The Benefits of Working with
a Financial Planner

If you're a high-earning woman, you've worked hard to build a successful career and create financial security. The next chapter isn't just about earning more. It's about using your wealth intentionally to create more choices, protect what you've built, and align your financial decisions with the life you want to lead. We work with you to ensure your money is aligned with your values, invested thoughtfully, and structured with tax efficiency in mind. We create and implement your customized financial plan and investment portfolio which considers all of the below. We give you the clarity and flexibility to move forward with intention and to build a legacy that reflects what matters most.

INVESTMENTS

ESTATE PLANS

INSURANCE

RETIREMENT

TAXES

DEBT

LOVED ONES

Asset
allocation

Long-term

Immediate-term

Short-term

Wills

Trusts

Beneficiaries

Charities

Life &
disability

Long-term
care

Health

liability &
homeowners
Auto

Brokerage accounts

Employer-Sponsored Plans

IRAs

Tax efficient investing

Estate tax elimination

Executive compensation

Reduce taxes, maximize refund

Credit card

Mortgage

HELOC

College

Elder care

Gifting

Francis Financial

Financial Planning

Firm for Women

During your initial meeting with our team of Certified Financial Planners™ and investment and tax specialists, we will address any questions you may have regarding your financial plan, investment strategy, and long-term wealth goals. Every high-earning woman has a different story. We start by understanding your career, your compensation, your family responsibilities, and your long-term goals, so your financial strategy reflects what matters most to you. To learn more about how we work, we invite you to watch our video.

Did You Know?

  • You are managing more than money. Between leading at work, supporting family, and planning for the future, many high-achieving women carry a significant mental load. Your financial strategy should bring clarity, confidence, and peace of mind.
  • Your wealth should create freedom and choice. The purpose of financial planning is not just to grow your assets. It is to help you make decisions with confidence, whether that means pursuing a new job opportunity, spending more time with family, or creating a lasting legacy.
  • Women face unique financial considerations. Longer life expectancies, career transitions, caregiving responsibilities, all require thoughtful planning designed around your life.
  • You deserve a financial partner who understands the life you have built. At Francis Financial, we combine investment management, tax strategy, and personalized planning to help successful women like you protect your wealth, maximize opportunities, and build the future you deserve.

Your financial life has become more sophisticated than a paycheck and a retirement account.

You have built a successful career, a meaningful life, and significant wealth. Now you deserve a financial partner who understands the full picture and helps you make confident decisions with your time and resources.

Schedule a conversation with Francis Financial to discover how we help successful women simplify complexity, identify opportunities, and create a financial strategy designed around their goals.

Schedule a No Obligation
Complimentary Consultation Today

Schedule here

Financial Planning Resources

Investment news logo

Stacy Francis Quoted by InvestmentNews: Ellevest raises financial planning fee 33% in upmarket shift

Stacy Francis shares her perspective on rising financial planning fees across the industry, highlighting the increasing complexity of financial advice and the growing costs firms face in serving clients.

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Stacy Francis Featured Article on Kiplinger: How to Avoid the Mistakes High Earners Make

Stacy Francis, President & CEO, shares her insights on how employees and executives can navigate the complexities of equity compensation, avoid costly tax mistakes, and manage investment risk to turn company stock into long-term wealth and financial security.

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Forbes trasparent

Stacy Francis Featured on Forbes: How High-Earning Women Build Real Financial Independence

Stacy Francis, President & CEO, shares her insights on how high-earning women can turn strong incomes into lasting financial independence through smart saving, investing and planning.

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