Monthly Archives : May 2013

Widows and divorcees put money in motion

May 28, 2013

“But empathy and hand-holding does not have to be about sharing your own emotions. ‘They don’t want to hear your story. It can be all about them,’ says Stacy Francis, an adviser who owns her own boutique firm, Francis Financial, based in New York.”

Women and Credit Card Debt: Is it Just a Stereotype?

“Avani Ramnani is the Director of Financial Planning at Francis Financial. She told us about some of the major stereotypes made about women and money: ‘[The first one is that] women can’t invest well. This couldn’t be farther from the truth. Women will ask more questions and try to get all the information before making investment decisions.'”

Tips for Serving Non-Traditional Households

May 17, 2013

“Single women are another underserved demographic, particularly divorcees. Stacy Francis, president of Francis Financial, said that for this niche, the Certified Divorce Financial Analyst designation has helped her win clients and meet their needs. Her fee-only firm boosted assets under management by…”

We Found Another Reason to Like Jennifer Lawrence

May 15, 2013

“Stacy Francis, President and CEO of Francis Financial, told Levo, ”We love that Jennifer Lawrence is rather frugal. Consumers are cutting back their costs on luxury expenses like entertainment, dinners out, and even reducing the number of times they use their car.”