7/29/2023 0 Comments Stacy francis financialgetty For some people, their stars align, and. For instance, she could need not only an investment adviser but also a CPA, an estate attorney, a life coach and maybe a divorce attorney. Stacy Francis is the President and CEO of Francis Financial & founder of Savvy Ladies, empowering women to achieve financial independence. The best way to help them is by assembling professionals who can address the various challenges a woman in transition faces, Francis said. Stacy Francis, the financial planner whose expertise I cite in chapter 6, told me that in the early years of her son's and daughter's lives, she was absent. Stacy is a financial advisor, founder of the non-profit Savvy Ladies and. With the new website, Ive immediately signaled to the market that Francis Financial is positioned for growth. Many worry about how they will fare financially on their own. Today on Feminine Roadmap, wise financial advice for widows with Stacy Francis. Their finances may have been managed by their husbands and their retirement savings may be tied up with his. As much as 10 of all Francis Financial proceeds are donated to charities, including Savvy Ladies, a nonprofit organization founded by Stacy to educate and empower women to take control of. Their income can drop sharply and their careers may have stalled while they raised children. Stacy is a Certified Divorce Financial Analyst (CDFA), a Divorce Financial Strategist as well as a Certified Estate and Trust Specialist (CES). There’s just not enough of us.”īoth women coming out of a divorce and widows tend to struggle. “Women, if they’ve gone through a transition, typically prefer to work with another woman. “There is a huge opportunity to serve these women,” Francis said. Stacy is president and chief executive officer of Francis Financial, a fee-only financial advisory firm that focuses on serving women, especially those who have experienced divorce or the loss of. Stacy Francis Title: CEO & President Phone: (212) 374-9008 Fax: (646) 219-6799 IBF Designations: Certified Estate and Trust Specialist - CES Education. That opens the door for women advisers because female clients can be put off by patronizing male advisers. “What’s challenging is some of these women haven’t had a great experience with the financial industry.” “Women in transition typically don’t come out the other end in a good place,” Stacy Francis, chief executive of Francis Financial Inc., said at the InvestmentNews Women Adviser Summit Nov.
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |