Business Details
Your Trusted Partner for Financial Planning Solutions
Francis Financial is a fiduciary, fee-only financial advisory firm dedicated to empowering women navigating significant life transitions. Our team of certified professionals specializes in creating personalized financial plans tailored to individual goals, whether clients are facing divorce, loss of a spouse, or planning for retirement. With a low client-to-advisor ratio, we provide attentive service and leverage decades of combined experience to deliver comprehensive wealth management strategies. Our approach integrates certified financial planning, divorce analysis, estate planning, and private wealth advisory services to ensure holistic solutions.Recognized nationally through prestigious awards, we prioritize client trust by maintaining transparency, ethical standards, and a commitment to placing client interests first. Our nationwide reach, supported by digital tools, allows us to serve clients across the United States while maintaining personalized engagement. Client testimonials highlight our ability to transform financial uncertainty into confidence through strategic planning and empathetic guidance.
Services
Wealth Management
Divorce Planning
Widow Planning
Retirement Planning
Inheritance Planning
Highlights and features
- We operate under a fiduciary oath to prioritize client interests above all.
- Our team includes Certified Financial Planners and Divorce Financial Analysts.
- We create personalized financial plans updated through age 95 and beyond.
- We maintain a low client-to-advisor ratio for attentive service.
- Recognized as a top financial advisory firm by national publications.
What people say
Empowering financial independence
Compassionate guidance
Tailored investment strategies
Transparent fiduciary commitment
Lifelong financial clarity
Services
Wealth Management
We create customized financial plans addressing retirement, college expenses, taxes, and charitable giving. Our strategies combine certified financial planning with ongoing portfolio management to align investments with life goals. Clients benefit from continuous updates to their plans as circumstances evolve.
Divorce Planning
Our certified divorce financial analysts help clients understand settlement impacts and implement post-divorce financial strategies. We collaborate with attorneys to optimize asset splits and establish independent financial security through tailored investment plans.
Widow Planning
We guide clients through rebuilding financial stability after spousal loss. Services include estate planning, income strategy development, and emotional support to help widows navigate complex decisions while creating sustainable financial futures.
Retirement Planning
Our retirement specialists design savings strategies and withdrawal plans for stress-free retirement. We integrate 529 plans for education funding while ensuring clients maintain financial security through comprehensive investment management.
Inheritance Planning
We help clients strategically manage inherited assets through tax-efficient strategies and income planning. Our approach balances wealth preservation with impactful financial decisions for future generations.
People
Stacy Francis
President & CEO
Certified Financial Planner with 20+ years of experience guiding women through financial transitions. Recognized nationally for fiduciary excellence and client-centric wealth management strategies.
Avani Ramnani
Partner, Managing Director
Certified Divorce Financial Analyst specializing in post-divorce financial security. Brings expertise in asset division and long-term wealth planning for women navigating life transitions.
Natalie Colley
Partner, Senior Lead Advisor
Certified Estate and Trust Specialist with extensive experience in inheritance planning and retirement strategies. Focuses on creating sustainable financial solutions for clients nationwide.
Matthew Haertzen
Chief Investment Officer
CFA charterholder overseeing investment strategies with 15+ years in portfolio management. Combines technical expertise with personalized approaches to wealth preservation and growth.
Shweta Lawande
Lead Advisor
Certified Financial Planner specializing in retirement planning and tax-efficient strategies. Helps clients achieve financial independence through comprehensive, data-driven planning solutions.
Questions
What financial services do you specialize in?
We specialize in wealth management, divorce planning, widow planning, retirement strategies, and inheritance management for women nationwide.
Are you legally required to act in my best interest?
Yes, as a fiduciary firm, we're legally obligated to prioritize client interests in all financial recommendations and investment decisions.
What are your minimum investment requirements?
We require a minimum of $2 million in investible assets to ensure we can provide the high-touch service our clients deserve.
Do you serve clients outside New York?
Yes, we serve clients nationwide through virtual meetings while maintaining our New York City headquarters for local clients.
How does your client-advisor relationship work?
Each client receives a dedicated team of three advisors with complementary certifications, ensuring comprehensive support and continuous plan updates.
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