Areas of Practice
Academic and Professional Credentials
CERTIFIED FINANCIAL PLANNER™ (CFP®) from the New York University Center for Finance, Law and Taxation, Certified Divorce Financial Analyst™ (CDFA)
About my Practice
Stacy Francis is President and CEO of Francis Financial, Inc. Francis Financial is an independent fee-only boutique Wealth Management and Financial Planning firm specializing in advising affluent individuals and families. We do not sell financial products or accept commissions or compensation from any other source, so you can expect and receive independent advice. Our minimum in investible assets is 2,500,000 dollars. We focus on well thought out, high-touch wealth management and financial planning, and our fee structure has been designed for, and is in the best interest of, clients with our minimum in assets under management (AUM).
Our team also specializes in Divorce Financial Planning and plays a vital role in making sure that you sustain financial peace of mind during and after your divorce. As Certified Divorce Financial Analysts (CDFA™), we work hand in hand with you and your team of divorce professionals to understand how the financial decisions you make during your divorce will impact your future.
FPA, NAPFA, ADFP, BNI, CNBC's Digital Financial Advisory Council