Financial Planning For Widows

Schedule a Complimentary Consultation

Financial Security, Stability and Peace After a Loved One Passes

Francis Financial provides financial planning for widows to help establish financial stability to those who have lost a loved one. Your spouse’s death may be one of the most traumatic events you’ll experience. Our team of Certified Grief Recovery Specialists® and Certified Financial Planners™ can answer any questions you have and guide you step by step through this sometimes overwhelming process. We also provide the tools you need to ensure long-term financial security.

Our Testimonials

What Our Clients Are Saying

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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.

Our Approach

The 4-Step Plan to Financial Security

Discovery

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.

Progress Meeting

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 Step 3

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 metting step 4

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.

The Benefits of Working with
a Financial Planner for Widows

We extend our deepest sympathies for your recent loss. During this challenging time, we are here as a resource to help you navigate the emotional and financial complexities that come with the loss of a loved one. We understand the overwhelming nature of simultaneously dealing with personal loss and the legal and financial matters that arise. Together, we will provide you with a clear, step-by-step guide to help you feel secure as you move forward into this new phase of your life.

Download our free checklist to help you get organized.

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Francis Financial

Financial Planning

Firm for Widows

During your initial meeting with our team of Certified Financial Planners™ and Certified Trust and Estate Specialists™, we will address any questions you may have regarding financial planning after the loss of a spouse. Additionally, we will listen to and address your concerns, ensuring that your wishes are heard as you embark on this new chapter of your life. To learn more about our company, we invite you to watch our video.

Schedule a No Obligation
Complimentary Consultation Today

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Complimentary Resource Guide

Financial Help for Widows

Financial Help For WidowsDownload this guide to help prepare you, financially, and shepherd you through any legal matters, while also providing tools to allow you to take care of yourself, emotionally, as you navigate this difficult time.

Widow Planning Resources

Pure Wow Logo

Natalie Colley Quoted by PureWow: What I Wish I Knew About My Finances *Before* My Husband Died

Natalie Colley, Senior Lead Advisor at Francis Financial explains the common financial reactions that often occur with widowhood.

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Forbes trasparent 1

Natalie Colley Featured Article on Forbes: 5 Essential Steps To Avoid Financial Disaster In Widowhood

Natalie Colley, Lead Advisor at Francis Financial, offers the 5 essential steps to avoid financial disaster in widowhood.

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feminie roadmap

FR Ep #317 Wise Financial Advice for Widows with Stacy Francis

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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