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 that will help you establish financial stability in the midst of losing your loved one. Your spouse’s death may be one of the most traumatic events you’ll ever experience, but our team of Certified Grief Recovery Specialists® and Certified Financial Planner™ professionals can answer any questions you may have, and guide you step by step through this sometimes confusing process, and give you the tools you need to ensure you are financially stable for the long-term.

Our Approach

The 4-Step Plan to Financial Security

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 for Widows

If you have just lost your loved one, know that you have our sympathies as you go through this challenging time, and we are here as a resource for you to lean on. As Certified Grief Recovery Specialists® and Certified Financial Planner™ professionals, we understand the raw emotional and complex financial challenges of losing a loved one. It is overwhelming to have to deal with such a difficult personal loss while simultaneously addressing the host of legal and financial issues that arise. Together, we will work together to provide you with an easy to follow, step-by-step guide that will help you feel secure going into this new phase of your life.

INCOME

ASSETS

INSURANCE

EXPENSES

LIABILITIES

SEPARATION

child
support

Add-ons

spousal
maintenance

Social
security

Pension

Brokerage

Retirement

Employer
Stock (RSU/
Stock options

Private
equity

Business

Life
Insurance

Life &
disability

Long-term
care

Health

liability &
homeowners
Auto

Current

FUTURE

Unanticipated

Credit

Mortgage

Heloc

optimal
asset
Split

Tax impact

separate
property

Hidden
assets

Francis Financial

Financial Planning

Firm For Widows

In your initial meeting with our team of Certified Grief Recovery Specialists® and Certified Financial Planner™ professionals, we answer any questions you may have about the financial planning process for widows. We listen and learn about your finances and address your concerns, ensuring that you and your wishes are heard and and to bring you comfort as you begin your new life. Watch our video to learn more about our company.

Schedule a no obligation
complimentary consultation today

Schedule here

What do widows need to know about their finances when their partner dies?

Your spouse’s death may be one of the most traumatic events you’ll ever experience. It often brings sadness, anger, pain, and grief, in all its forms. The sense of loss and the emotional pain that you are feeling may be profound. Know that you have our sympathies as you go through this challenging time, and we are here as a resource for you to lean on.

Francis Financial Widow Resource Guide Front Cover Picture copy

Losing your spouse may drastically change your daily life and expectations for the future. As Certified Grief Recovery Specialists® and Certified Financial Planner™ professionals, we understand the raw emotional and complex financial challenges of losing a loved one. It is overwhelming to have to deal with such a difficult personal loss while simultaneously addressing the host of legal and financial issues that arise.

Our guide, Financial Help for Widows - A Complete Resource Guide, is meant to help you navigate your financial life, especially during the first year after your spouse’s passing, to support you towards greater financial confidence and security, and to bring you comfort as you begin your new life.

Please complete the form below to gain access to a complimentary copy.

Complimentary Resource Guide

Financial Help for Widows

Financial Help For WidowsIf you would like firsthand insights into the challenges women face when going
through divorce, and the resources many divorced women wish they’d had,
download our resource guide here.

Widow Planning Resources

marketwatch ar21

Natalie Colley Quoted by MarketWatch on Fostering a Relationship with Widowed Clients

Natalie Colley was recently quoted by MarketWatch on fostering a relationship with a newly widowed client. 

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Forbes trasparent 1

Stacy Francis Featured Article on Forbes on Strategic Financial Plans for Widows

Stacy Francis shares on Forbes some very important advice for widows, including being wary of unsolicited financial advice.

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Forbes trasparent 1

Stacy Francis Featured Article on Forbes on Understanding the Risks of Emerging Markets

Stacy Francis, President and CEO of Francis Financial discusses emerging markets and the risks of investing in emerging markets. 

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Financial Planning For Widows

Schedule a Complimentary Consultation

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