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.
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.
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.
Download 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.
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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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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Stacy as a Featured Guest on the Let’s Talk About Grief Podcast
Grief doesn’t always have to be directly related to death. In this episode, we speak with Stacy Francis. Why are so many women not engaged with money? It’s 2023 – it’s time for women to make financial decisions independently. 80% of women will end up alone the stats show us. Stay tuned!
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