Francis Financial is looking for a talented Lead Advisor to join our team. You will be responsible for the independent, ongoing management of existing client relationships and the retention of clients. You will help formulate and implement investment and financial planning advice. This position has remote flexibility and does not require you to be in New York City. If you're interested, email [email protected] for more information!
关于我们
Francis Financial, Inc. is a boutique wealth management and financial planning firm dedicated to empowering women to navigate financial decisions with confidence. We serve individuals and families nationwide, specializing in guiding women who have lost a spouse or are going through divorce. Our fee-only approach promises objectivity in our recommendations and services, providing fiduciary loyalty and financial peace of mind to our family of clients. We specialize in working with clients who have approximately $2 million or more in investible assets. Recognized by Forbes, USA Today, Financial Planning, Money.com, and Newsweek as one of the top financial advisory firms, we take a holistic approach to client support. Our team, which includes Certified Financial Planners (CFP?) and Certified Divorce Financial Analysts (CDFA?) offers expert guidance through life’s most challenging financial transitions. Whether navigating the complexities of divorce—such as asset distribution, alimony, tax planning, and long-term financial security—or managing the financial realities of widowhood, including estate settlement, survivor benefits, and investment strategy adjustments, we provide clear, independent insights to help our clients move forward with confidence. We collaborate closely with divorce attorneys, trust & estate attorneys, coaches, therapists, and other professionals to ensure comprehensive financial guidance. Visit www.francisfinancial.com to learn more, tune in to our podcast, and access free resources on divorce and widowhood.
- 网站
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https://www.francisfinancial.com
Francis Financial, Inc.的外部链接
- 所属行业
- 金融服务
- 规模
- 11-50 人
- 总部
- New York，NEW YORK
- 类型
- 私人持股
- 创立
- 2002
- 领域
- Fee-Only Financial Planning、Fee-Only Wealth Management、Fee-Only Divorce Financial Planning、Women-Centric Client Base和Fee-Only Financial Advisory for Widows
地点
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主要
获取路线
39 Broadway
Suite 1730
US，NEW YORK，New York，10006
Francis Financial, Inc.员工
动态
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I’m honored to be kicking off the speaker lineup at the Women in Independent Wealth Summit! ? This event is all about bringing together trailblazing women in wealth management to share insights, strategies, and experiences. I’m looking forward to connecting with so many inspiring professionals who are shaping the future of our industry. ? Advancing financial education and empowering women, both clients and advisors, is at the heart of what I do. I can’t wait to contribute to this important conversation and learn from so many incredible leaders. If you’re attending, I’d love to see you there! There’s still time to register: https://lnkd.in/eWNvSivp
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"Women face unique financial challenges—but with the right guidance, they can thrive." At Dimensional Fund Advisors 10 Years of Women & Wealth webcast, I shared my journey and the lessons I’ve learned helping women navigate life’s most difficult transitions. From widowhood to divorce, women often find themselves facing complex financial decisions alone. That’s why we must approach financial advising with expertise, empathy, and purpose. ? I’m grateful to be part of this conversation and to work alongside professionals dedicated to uplifting women and reshaping the financial industry. Thank you, Dimensional, for creating this space to champion women in wealth. Thank you Ashley Ilardo and Kahne Krause, CFA for putting on this inspiring event! #WomenAndWealth #FinancialEmpowerment #WomenSupportingWomen
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Losing a partner is tough, but managing their debt shouldn't add to the burden. Stacy Francis shares key insights on navigating this challenging time in her latest article for Forbes ???? 1. Reach out to creditors early to discuss options. 2. Know what debts you're responsible for and which ones aren't yours. 3. Consider consulting a financial advisor for personalized guidance. https://hubs.la/Q037sxwG0
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"Grief doesn’t follow a timeline, but legal battles over an estate can put healing on hold indefinitely." – Claire M. Schwartz Losing a loved one is heartbreaking, but when conflict over assets arises, it can feel impossible to grieve. In this episode of Financially Ever After: Widowhood, Claire M. Schwartz shares her expertise on navigating family disputes, estate challenges, and finding balance amid the chaos. ?? Tune in for insights on: ? Why unresolved estate conflicts are so emotionally damaging ? How to prioritize mental health during legal disputes ? The role of mediation in preserving relationships ? Steps to protect your estate before conflict arises Listen now: https://lnkd.in/ezS7rjmy
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?? Happy Galentine's Day ??
Galentine’s Day isn’t just about brunch, it’s about building each other up in every way, including financially. Too often, women are left out of financial conversations, leading to a lack of confidence in investing and wealth-building. But what if we used this day of celebrating friendships to also celebrate financial empowerment? In my latest article for Kiplinger, I share three ways women can help each other gain financial knowledge and confidence, because financial freedom is the best kind of self-care. Read it here! #GalentinesDay #FinancialConfidence #WomenAndMoney
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Losing a spouse is devastating, not just emotionally, but financially. Many widows are left making unfamiliar financial decisions while navigating their grief. In my latest Kiplinger article, I outline five financial goals that can help widows move forward with confidence in 2025, from updating estate plans to reassessing investments. If you or someone you love is facing this transition, I encourage you to take it one step at a time. Read more below. #WidowFinance #FinancialEmpowerment #RetirementPlanning
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"The emotional toll of grief is profound, often making it challenging to navigate the many financial tasks that come with the loss of a spouse." If you or someone you know is facing these challenges, our 5 Financial Resolutions for Widows in 2025 guide and video are here to help by: ? Providing actionable steps to rebuild financial stability ? Offering strategies for long-term security ? Helping you move forward with confidence We invite you to share these resources with anyone you feel could benefit. Access the guide here: https://hubs.la/Q034qdfJ0 Access the video here: https://hubs.la/Q034qhZH0
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2024 was a year to remember for investors. From steady economic growth and cooling inflation to AI-driven market surges and post-election rallies, the markets saw big moves. I wrote about these key trends, and what they mean for 2025, because staying informed helps investors make confident, long-term decisions. While uncertainty remains, history shows that a disciplined approach wins over time. Read more here!
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"Updating your will is a profound expression of the love you have for your family." Addressing estate planning ensures your wishes are honored and provides peace of mind for you and your loved ones. Our free guide, 5 Financial Resolutions for Widows in 2025, offers: ? Clear steps to create or update your will ? Practical advice for organizing important documents ? Guidance to help you feel confident about your financial future You don't have to navigate this journey alone. Download your free guide here: https://hubs.la/Q034qp5K0