Our Testimonials
What Our Clients Are Saying
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.
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 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.
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 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.
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.
Read MoreStacy 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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