• Skip to main content
  • Skip to footer

Francis Financial

  • Home
  • Who We Are
    • Our Story
    • Our Team
  • What We Offer
    • Wealth Management
    • Divorce Planning
    • Client Success Stories
  • Why Choose Us
    • How We Differ
    • Press
    • Awards
    • Giving Back
  • Useful Resources
    • Blog
    • Podcast
    • Videos
    • Free Resource Guides
      • Financial Guide for Widows
      • Divorce Financial Guide
    • FAQ
  • Client Access
  • Contact Us

Financial Planning and Wealth Management

Schedule a Complimentary Consultation

Financial Security, Stability and Peace of Mind During Life Transitions

Our team of Certified Financial Planner TM and Certified Private Wealth Advisor® professionals take a holistic approach to understand your financial situation, so that we can craft a plan and tailor your investment strategy in a way that puts you on a secure path towards long-term financial stability. Our strategy is transparent, and focuses on growing your wealth. We systematically evaluate and reassess your financial situation based on your values, goals and life changes, and then proactively take measures to protect your nest egg.

Our Approach

The 4-Step Plan to Financial Independence

Discovery

Discovery

We will listen and learn about your interests, values, goals, and personal and professional relationships to gain a deeper understanding of your personal situation. We will review your financial picture so we can start to create your customized financial plan and investment portfolio, and will answer any initial questions you may have. We’ll then begin to build financial solutions uniquely tailored to you.

Life Financial Plan

Life Financial Plan

We will take the information you shared with us and create your financial plan which will help answer questions such as: Where should I be saving? How much can I spend on travel? What is the best way to save for my kids’ education? Your custom financial plan will allow you to see into the future by evaluating all aspects of your financial situation, while using the best strategies when it comes to taxes, estate planning, college expenses and so much more.

Tailored Investment Plan

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.

Progress Meeting

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, career change, or plans for a growing family, 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 & Wealth Manager

Our services are not one-size-fits-all. We look at your entire life picture and create solutions personalized to your needs. When building your customized financial plan and investment portfolio, we incorporate multiple elements, as appropriate, into your strategy.

INVESTMENTS

ESTATE PLANS

RETIREMENT PLANS

INSURANCE

DEBT MANAGEMENT

ASSISTANCE TO LOVED ONES

Asset
allocation

Long-term

Intermediate
Term

Short
Term

Wills

Trusts

Beneficiaries

Charities

Brokerage accounts

Employer-sponsored plans

IRAs

Life &
Disability

Long-term
care

Health

Liability &
Homeowners
Auto

Credit Card

Mortgage

Heloc

College

Elder Care

Gifting

Schedule a no obligation
complimentary consultation today

Schedule here

Francis Financial

Wealth Management
Process

Francis Financial delivers comprehensive wealth management services to individuals and families in New York and nationwide. We specialize in working with women going through significant life transitions, such as widowhood or coming into sudden wealth, and also work with all those wishing to establish long-term financial stability. With our PLAN-GROW-PROTECT process, you are guaranteed wealth management that's transparent and customized to your goals, while establishing and maintaining a robust financial portfolio.

Our Client Portal

Do you know where everything you own is and what everything is worth? If you don't, and want to know, you can.
Watch how we help our clients keep their finances organized and attain financial peace of mind by having access to our private wealth portal.

Client Portal

Wealth Management Resources

pexels lukas 590011
02.16.23

Investing in the Stock Market is a Numbers Game

micheile henderson ZVprbBmT8QA unsplash 2
11.08.22

How Long Will This Headache Last?

crop
06.17.22

Managing Your Finances Through Widow’s Fog

(Visited 2,651 times, 4 visits today)

Francis Financial

39 Broadway
Suite 1730
New York, NY 10006
(212) 374-9008

Wealth Management
Divorce Financial Planning
How We Differ
Client Success Stories
Our Team

Privacy Policy | Terms of Service | ADV
Web Accessibility | Important Disclosures

Our Story
Awards
Blog
Podcast
Contact

Let's stay connected.
Sign up for our newsletter today!

Copyright ©2022 Francis Financial, Inc. All Rights Reserved. Design by TinyFrog Technologies.

We use cookies on our website to give you the most relevant experience by remembering your preferences and repeat visits.
By clicking “Accept”, you consent to the use of ALL the cookies. AcceptReject
Manage consent

Privacy Overview

This website uses cookies to improve your experience while you navigate through the website. Out of these, the cookies that are categorized as necessary are stored on your browser as they are essential for the working of basic functionalities of the website. We also use third-party cookies that help us analyze and understand how you use this website. These cookies will be stored in your browser only with your consent. You also have the option to opt-out of these cookies. But opting out of some of these cookies may affect your browsing experience.
Necessary
Always Enabled
Necessary cookies are absolutely essential for the website to function properly. These cookies ensure basic functionalities and security features of the website, anonymously.
CookieDurationDescription
cookielawinfo-checkbox-analytics11 monthsThis cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Analytics".
cookielawinfo-checkbox-functional11 monthsThe cookie is set by GDPR cookie consent to record the user consent for the cookies in the category "Functional".
cookielawinfo-checkbox-necessary11 monthsThis cookie is set by GDPR Cookie Consent plugin. The cookies is used to store the user consent for the cookies in the category "Necessary".
cookielawinfo-checkbox-others11 monthsThis cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Other.
cookielawinfo-checkbox-performance11 monthsThis cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Performance".
viewed_cookie_policy11 monthsThe cookie is set by the GDPR Cookie Consent plugin and is used to store whether or not user has consented to the use of cookies. It does not store any personal data.
Functional
Functional cookies help to perform certain functionalities like sharing the content of the website on social media platforms, collect feedbacks, and other third-party features.
Performance
Performance cookies are used to understand and analyze the key performance indexes of the website which helps in delivering a better user experience for the visitors.
Analytics
Analytical cookies are used to understand how visitors interact with the website. These cookies help provide information on metrics the number of visitors, bounce rate, traffic source, etc.
Advertisement
Advertisement cookies are used to provide visitors with relevant ads and marketing campaigns. These cookies track visitors across websites and collect information to provide customized ads.
Others
Other uncategorized cookies are those that are being analyzed and have not been classified into a category as yet.
SAVE & ACCEPT

Schedule Your Meeting Today

  • *We require a minimum of $2 million in investible assets. If you have questions about this or would like resources to help point you in the right direction, please do reach out and we would be happy to support you.