Business Fortune
Financial independence is more than just wealth—it’s about confidence, security, and the freedom to make life’s most important decisions without fear. For too long, women facing major life transitions like divorce or widowhood have been left vulnerable, struggling to navigate complex financial landscapes with little guidance. Stacy Francis, the powerhouse behind Francis Financial, has made it her life’s mission to change this narrative.
As the President and CEO of Francis Financial, Stacy is not just managing money—she is transforming lives. With decades of experience, a deep-rooted passion for financial literacy, and a relentless commitment to empowering women, she has built one of the most trusted and respected wealth management firms in the industry. Francis Financial specializes in helping women take control of their financial destinies, ensuring that they don’t just survive life’s challenges—they thrive beyond them.
Francis Financial: Building Strength, Strategy, and Financial Empowerment
Built on a foundation of trust, integrity, and a client-first approach, Francis Financial, Inc. is more than just a wealth management company—it is a lifeline for women navigating life’s toughest transitions. What makes Francis Financial exceptional is its unwavering focus on education, transparency, and customized financial strategies. Every plan is tailored to meet the unique needs of each client, ensuring that their wealth serves their long-term goals. Whether managing multi-million-dollar portfolios or guiding clients through difficult financial settlements, the firm’s approach is holistic, strategic, and deeply personal.
At the core of Francis Financial’s success is its fee-only fiduciary model. Unlike commission-based financial advisors who may have hidden incentives, Stacy and her team operate with complete transparency. Their only goal is to act in the best interests of their clients, offering honest, unbiased advice that empowers women to make informed financial decisions with confidence.
Mastering Wealth: The Strategic Approach That Sets Francis Financial Apart
A sound financial future isn’t built on guesswork—it’s built on strategy, precision, and expert guidance. Francis Financial follows a structured, research-driven process that ensures clients receive the best possible financial outcomes.
Every client journey begins with an in-depth consultation where Stacy’s team carefully evaluates their financial standing, life goals, and concerns. From there, a customized roadmap is developed, covering everything from estate planning and tax efficiency to investment growth and retirement security.
Francis Financial’s wealth management approach includes:
- Tailored Investment Strategies – A highly personalized approach ensures that investment portfolios align with both short-term needs and long-term aspirations.
- Estate and Tax Planning – Expert guidance helps clients minimize tax burdens and protect generational wealth.
- Comprehensive Financial Roadmaps – Clients receive clear, actionable financial plans that provide clarity and security at every stage of life.
This structured, meticulous approach ensures that every woman who turns to Francis Financial walks away with more than just financial advice—they walk away with a renewed sense of control and confidence over their financial future.
Divorce Financial Planning: Helping Women Turn Chaos into Clarity
Divorce is one of the most financially challenging experiences a person can go through. Without proper guidance, many women end up with unfair settlements, overlooked assets, or unsustainable financial plans that leave them struggling for years. Stacy Francis and her team ensure that doesn’t happen.
Through Francis Financial’s divorce financial planning services, women receive expert advice on:
- Evaluating Settlement Offers – Making sure that proposed settlements are fair, sustainable, and aligned with long-term financial security.
- Asset Division Strategies – Ensuring that investments, real estate, retirement accounts, and other assets are divided strategically and fairly.
- Financial Independence Post-Divorce – Helping clients transition into their new financial reality with strength and confidence.
With a team that includes Certified Divorce Financial Analysts®, Francis Financial ensures that every woman walks away from a divorce not just with a settlement, but with the financial stability she deserves.
Widowhood and Wealth: Finding Financial Security in the Face of Loss
Losing a spouse is an emotionally devastating experience, and for many widows, it also brings overwhelming financial challenges. Stacy Francis understands the unique struggles that come with widowhood and has made it a priority to provide compassionate, expert financial guidance for women navigating this difficult time.
Francis Financial’s widow-focused financial services provide:
- Estate and Asset Management – Helping widows organize financial documents, ensure legal compliance, and manage inherited wealth.
- Investment Protection and Growth – Ensuring financial stability through strategic investment planning.
- Long-Term Financial Planning – Developing plans that provide peace of mind for the years ahead.
Stacy and her team don’t just manage numbers—they provide a roadmap for widows to regain control of their financial future with clarity, dignity, and confidence.
A Champion for Women’s Financial Empowerment
Stacy Francis and her team at Francis Financial are rewriting the rules of wealth management. In a world where financial uncertainty can be overwhelming, they provide the clarity, strategy, and support women need to take control of their financial destinies.
Whether guiding a woman through a divorce, helping a widow find financial stability, or crafting long-term investment strategies, Francis Financial is more than just a firm—it’s a partner in empowerment.
For women ready to take charge of their financial future, Stacy Francis isn’t just an advisor—she’s an advocate, an ally, and a guiding force toward financial independence.
Stacy Francis, CFP®, CDFA®, CES™ | President & CEO
Stacy is a nationally recognized financial expert with over 20 years of experience in the financial industry. She is one of twenty of the nation’s leading wealth managers on CNBC’s Digital Financial Advisor Council, and frequently appears in media outlets such as Forbes, Kiplinger, The Wall Street Journal and USA Today.
