Financial Security, Stability and Peace of Mind During Divorce
Francis Financial provides divorce financial planning that will help you establish financial stability in the wake of your divorce or separation. Whether you are thinking about divorce, starting the process, or nearing the end, our team of Certified Divorce Financial Analyst® professionals can answer any questions you may have, explain the ins and outs of the divorce process, remove any confusion you have about your financial future, and give you the tools you need to ensure you are protected for the long-term.
The 5-Step Plan to Financial Independence
Listen and learn about information specific to where you are in the divorce or separation process. We will review all financial information in relation to your goals, and offer insight into critical financial issues that may arise before, during and after your divorce.
Settlement Proposal Analysis
Analyze and present your divorce financial plan, which fully addresses your current and long-term financial needs with a focus on child support, spousal maintenance, and assets.
Separation of Assets
Divide assets and execute the settlement agreement to ensure all financial aspects of the divorce decree are distributed correctly.
Tailored Investment & Financial Plan
Implement your customized portfolio and select the best investments, tailored to achieve the goals identified in your full-life-picture financial plan.
Review and reconfirm portfolio performance to ensure you are on track to meet your goals. Address any life changes to see if your plan needs to be updated or your investments re-aligned to ensure long-term financial security.
The Benefits of Working with
a Divorce Financial Planner
If you are thinking about divorce, we can show you what your life will look like if you decide to move forward with the process. If you are going through divorce, we will work hand in hand with you and your team of divorce professionals to understand how the financial decisions you make during your divorce will impact your future. If you are at the end of your divorce, we will help you transfer the assets that you are entitled to over to your own accounts. We create and implement your customized financial plan and investment portfolio which considers all of the below.
In your initial meeting with our team of Certified Divorce Financial Analyst’s®, we answer any questions you may have about the divorce process. We listen and learn about your finances and address your concerns, ensuring that you and your loved ones remain financially secure throughout your separation or divorce. Watch our video to learn more about our 5-step plan to financial independence.
Complimentary Resource Guide
Unveiling the unspoken truth
If you would like firsthand insights into the challenges women face when going
through divorce, and the resources many divorced women wish they’d had,
download our resource guide here.
Divorce Planning Resources
Stacy Francis Quoted By Financial Advisor Magazine About Divorce During Bonus Season
Stock options, restricted stock and other forms of executive compensation are among the easiest assets to hide or overlook. Stacy Francis shares cautionary stories of reading settlement agreements that were written so poorly that the contract did not sufficiently discuss who would pay the taxes on these valuable assets.Read More
Davon Barrett Quoted By CNBC on Social Security in Divorce
Davon Barrett was recently been quoted by CNBC on how your divorce may affect how much you receive from social security.Read More
Paul Stagias Featured by Think Advisor on the impact Divorce can have on Charitable Giving
Paul Stagias was recently featured by Think Advisor on the impact divorce can have on charitable giving and financial planning. Click here to read more.Read More