Natalie Colley, Senior Lead Advisor at Francis Financial explains the common financial reactions that often occur with widowhood.
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Natalie Colley, Lead Advisor at Francis Financial, offers the 5 essential steps to avoid financial disaster in widowhood.
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Today on Feminine Roadmap, wise financial advice for widows with Stacy Francis. Stacy is a financial advisor, founder of the non-profit Savvy Ladies and champions women to take control of their finances so they can achieve financial security. From a personal experience in her family, she became passionate about helping women to be financially secure after the loss of a spouse. Her advice is straightforward, practical and easy to follow. Stacy encourages women to get their team in place: a state planning attorney, a financial advisor and a grief recovery coach or counselor.
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Grief doesn’t always have to be directly related to death. In this episode, we speak with Stacy Francis. Why are so many women not engaged with money? It’s 2023 – it’s time for women to make financial decisions independently. 80% of women will end up alone the stats show us. Stay tuned!
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Natalie Colley was recently quoted by MarketWatch on fostering a relationship with a newly widowed client.
Read MoreStacy Francis shares on Forbes some very important advice for widows, including being wary of unsolicited financial advice.
Read MoreStacy Francis shares on Forbes why usual strategies of diversification did not fare well in the tumultuous market of 2022.
Read MoreStacy Francis shares on Forbes a comparison between the Great Recession of 2008 and the economic downturn of 2022.
Read MoreStacy Francis shares on Forbes an important checklist for widows, including choosing a funeral home, and what documents you will need.
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