Francis Financial, Inc.

Call Website

Francis Financial, Inc. Francis Financial, Inc. Our firm specializes in servicing clients with approximately $1 Million and more in investible assets.

is an independent, fee-only Wealth Management, Financial Planning and Divorce Financial Planning firm specializing in higher net worth individuals and families. is a boutique fee-only Wealth Management, Financial Planning and Divorce Financial Planning firm that specializes in helping individuals and families find financial peace of mind. We do not sell financial products, accept commissions or compensation from any other source, so clients expect and receive unbiased advice.

Tonight at 5:30pm, Stacy joins Fox5 News to discuss if holiday travel is expected to be more expensive and how to best b...
09/28/2026

Tonight at 5:30pm, Stacy joins Fox5 News to discuss if holiday travel is expected to be more expensive and how to best build your budget for traveling around the holidays this year!
Watch it live here!

Stream local news and weather live from FOX 5 New York. Plus watch LiveNow, FOX SOUL, and more exclusive coverage from around the country.

We love celebrating the accomplishments of the people in our Francis Financial community! Go watch, A Break in the Rain,...
09/25/2026

We love celebrating the accomplishments of the people in our Francis Financial community!

Go watch, A Break in the Rain, a film that recently received incredible recognition at film festivals around the country. We’re so excited to see this special independent film continue its journey and proud to support the talented team behind it.

It’s officially playing at the Angelika Film Center TODAY! Learn more about the film and watch the trailer here:

Explore the independent film 'A Break in the Rain' featuring Jake Watson. Watch the trailer and learn more about this heartfelt story!

09/22/2026

We’re excited to share that a member of the Francis Financial community helped bring A Break in the Rain to the big screen!

The film has already received recognition at several film festivals and is playing at Village East by Angelika in NYC from September 25-October 1.

If you’re looking for a movie to see this week, join us in supporting this special film and the talented people behind it!

Experience cinema like never before! Secure your tickets, enjoy gift cards, and take advantage of food and drink deals. Don't miss our special screenings and events!

Scammers do not need you to be careless. They just need you to be rushed, distracted, lonely, or convinced that someone ...
09/17/2026

Scammers do not need you to be careless. They just need you to be rushed, distracted, lonely, or convinced that someone you trust needs help right now.

In this episode, Stacy Francis sits down with Donna Olah-Reiken to discuss how today's scams are becoming harder to spot, from AI voice cloning and hacked emails to romance fraud, fake investments, and financial abuse by people close to you. An essential conversation about slowing down, verifying what is real, and protecting yourself, your loved ones, and your finances from fraud.

Listen Here:
(https://hubs.la/Q04xND8Q0)

Scammers are becoming more sophisticated, using AI, hacked accounts, and emotional pressure to gain trust and steal money. Stacy Francis sits down with Donna Olah-Reiken to discuss today’s most common fraud tactics, the warning signs to watch for, and practical steps to help protect yourself, your...

What happens when one retirement plan suddenly has to support two separate lives? For women divorcing later in life, the...
09/15/2026

What happens when one retirement plan suddenly has to support two separate lives?

For women divorcing later in life, the financial impact can be especially significant. There may be less time to rebuild savings, recover from costly mistakes, or adjust a retirement plan that was built around two people.

In her latest Forbes article, Stacy Francis looks at how gray divorce is reshaping women’s financial futures and the steps women can take to protect themselves before, during, and after divorce.

Read the full article here:

While both spouses feel the impact, women often face the most significant consequences.

How do you keep showing up for someone you love when grief has already started, and the bills, taxes, legal decisions, a...
09/02/2026

How do you keep showing up for someone you love when grief has already started, and the bills, taxes, legal decisions, and everyday money responsibilities suddenly land on your shoulders too?

In this episode, Stacy Francis sits down with Suzy McNamara to talk about caring for her husband through early-onset Alzheimer's, the financial wake-up call that came with caregiving, and how taking control of her finances helped her regain confidence during an incredibly difficult time.

Listen Here: https://hubs.la/Q04ws5SS0

Caring for a loved one with Alzheimer’s can create both emotional and financial challenges long before a loss occurs. Stacy Francis sits down with Suzy McNamara to discuss anticipatory grief, taking over household finances, building financial confidence during caregiving, and why both partners nee...

According to the U.S. Bureau of Labor Statistics, women ages 16-24 earned 91.1% as much as men, while women age 55+ earn...
08/26/2026

According to the U.S. Bureau of Labor Statistics, women ages 16-24 earned 91.1% as much as men, while women age 55+ earned just 78.5% as much. This gap can affect how much women are able to save, invest, and carry into retirement. But these statistics do not define any one woman’s financial future!

Knowing your worth, advocating for your compensation, and staying actively involved in your finances can help build greater choice and security over time.

This Women’s Equality Day, we celebrate progress while recognizing the work still ahead. Financial equality should be part of the conversation.

When someone dies, the bills don't stop but access to the money might.You can have the will, the beneficiaries, the trus...
08/20/2026

When someone dies, the bills don't stop but access to the money might.

You can have the will, the beneficiaries, the trust, and still be blindsided when someone dies. Bank accounts can freeze, automatic payments can stop, and suddenly the grieving person is also trying to keep the financial wheels turning.

In this episode, Stacy Francis sits down with accountant Evan Gilder to talk about the practical money issues families often don't hear about during estate planning, from frozen accounts and probate delays to beneficiary mistakes and unclaimed funds. An essential conversation about preparing for the financial realities families face after the loss of a loved one.

🎧Listen Here: https://hubs.la/Q04tNjh20

You can have a will, trust, and beneficiary designations in place and still face unexpected financial challenges after a loved one dies. Stacy Francis sits down with accountant Evan Gilder to discuss frozen accounts, probate delays, beneficiary mistakes, unclaimed funds, and the practical planning s...

Why are high-earning women retiring with more than 20% less money than men? In her latest Kiplinger article, Stacy Franc...
08/20/2026

Why are high-earning women retiring with more than 20% less money than men?

In her latest Kiplinger article, Stacy Francis, CFP®, CDFA®, CES™, explores this surprising reality. She shares strategies for building long-term wealth through intentional investing, tax-efficient planning, diversification, and thoughtful portfolio management.

Read the full article → https://hubs.la/Q04tJTfz0

Women should move beyond simple saving to a strategy that optimizes taxes, asset location and diversification, so every dollar works toward long-term goals.

Address

New York, NY

Opening Hours

Monday 9am - 6pm
Tuesday 9am - 6pm
Wednesday 9am - 6pm
Thursday 9am - 6pm
Friday 9am - 6pm

Telephone

+12123749008

Alerts

Be the first to know and let us send you an email when Francis Financial, Inc. posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share