Francis Financial, Inc.

Francis Financial, Inc. is a financial planner in New York, NY. The firm provides specialized financial guidance for women navigating major life changes, including divorce and loss, and serves clients nationwide. As a fee-only, fiduciary firm, they offer wealth management, divorce planning, and support for those rebuilding stability after the loss of a spouse. Their services include creating customized investment strategies for retirement, college expenses, taxes, and home purchases.

The firm operates with a low client-to-advisor ratio, providing a team of professionals that includes Certified Financial Planners, Certified Divorce Financial Analysts, Certified Estate and Trust Specialists, and Certified Private Wealth Advisors. Their approach focuses on financial and personal empowerment, utilizing a process designed to help clients reach long-term goals. The team emphasizes a personalized, collaborative experience to ensure clients feel confident and secure in their financial decisions.

Located on Broadway in New York, the firm provides accessible financial planning services to individuals across the United States.

Francis Financial, Inc. is recognized for its dedicated team of professionals and its commitment to maintaining a fiduciary standard. The firm is known for its specialized expertise in helping clients navigate complex life transitions with compassion and precision.

Through personalized wealth management and specialized divorce planning, Francis Financial, Inc. empowers clients to achieve financial security in New York and beyond.

Services:

• Divorce Planning
• Investment Strategy
• Personalized Financial Plans
• Wealth Management
• Widow Planning