Areas of Practice

  • Divorce Financial Planning
  • Profession

    Financial Professional

    Academic and Professional Credentials

    CERTIFIED FINANCIAL PLANNER™ (CFP®) from the New York University Center for Finance, Law and Taxation, Certified Divorce Financial Analyst™ (CDFA)


    Languages:
    English

    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.

    Professional Organizations

    FPA, NAPFA, ADFP, BNI, CNBC's Digital Financial Advisory Council

    Office Locations

    Location 1 ) 39 Broadway Suite 1730 New York New York 10006