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. Navigating complex compensation structures, carried interest, and tax efficiency on top of an already demanding profession can feel overwhelming, but it doesn't have to be. Our team of Certified Financial Planner™ professionals and tax specialists understand the unique financial landscape you operate in and will guide you step by step toward 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 are a woman who has built a successful career, business, and financial strength, it’s no longer just about earning more, but about what that wealth is meant to support. At this stage, financial strategy becomes a tool for creating real choice on how you spend your time, what opportunities you pursue, and the impact you want to have next. We work with you to ensure their money is aligned with their 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. The goal isn’t stepping back, it’s gaining 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 tax specialists, we will address any questions you may have regarding your financial plan, investment strategy, and long-term wealth goals. Additionally, we will listen to and understand your unique compensation structure, equity, and career trajectory to ensure that your priorities are heard as you take control of your financial future. To learn more about how we work, we invite you to watch our video.

Did You Know?

  • Women trade 27% less frequently than men, a habit that can support stronger long-term investment results.
  • A good benchmark is saving 20% of gross income, yet many high earners assume maxing out a 401(k) is enough when it often isn't.
  • Strategic tax-loss harvesting can dramatically reduce taxable investment gains.
  • The federal estate tax exemption is nearly $14 million per person, but many state exemptions are significantly lower.
  • The One Big Beautiful Bill increased the SALT deduction cap from $10,000 to $40,000, but many high-income earners won't receive the full benefit because it begins phasing out for households earning more than $500,000. That's why personalized tax planning matters more than ever.

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

Whether you're navigating equity compensation, tax law changes, charitable giving, estate planning, or preparing to transfer wealth to the next generation, a coordinated strategy can help you keep more of what you've built and use it to create the life and legacy you want.

Schedule a No Obligation
Complimentary Consultation Today

Schedule here

Financial Planning Resources

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Stacy Francis Featured Article in Family Law Review: Unlocking Tax-Savvy Opportunities for Your Clients

Stacy Francis was recently published in the Family Law Review. Her article, The One Big Beautiful Bill Act: Unlocking Tax-Savvy opportunities for Your Clients,” explores how recent legislation could open the door to meaningful financial and tax planning strategies.

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Stacy Francis Featured Article on Kiplinger: Is a Roth Conversion Right for You Before the Election?

Stacy Francis of Francis Financial explains how you might want to consider a Roth conversion, if you’re concerned about possible tax policy changes ahead of the 2024 presidential election.

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Stacy Francis Featured Article on Kiplinger: Don’t Let the Election Derail Your Investment Strategy

Stacy Francis of Francis Financial explores how although elections bring volatility, they rarely determine long-term market performance.

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