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.
The 4-Step Plan to Financial Independence
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.
Life Financial Plan
We will take the information you have shared with us and create your financial plan which will help answer important questions such as:
- Where should I save my money?
- When can I claim Social Security?
- Am I entitled to claim my late spouse's Social Security benefits?
- Do I need to review my estate 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.
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.
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 & 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.
ASSISTANCE TO LOVED ONES
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.