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.
The 4-Step Plan to Financial Security
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.
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.
Complimentary Resource Guide
Financial Help for Widows
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.
Widow Planning Resources
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.Read More
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.Read More
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.Read More