Brent chats with Stacy Francis about helping women make strategic money decisions after a divorce. They also chat about her charity, Savvy Ladies, that helps underprivileged women with personal finance. Brent and Stacy also focus on strategies to make wise decisions about personal wealth when going through upheaval in life.
Stacy is the President and CEO of Francis Financial, a fee-only boutique wealth management, financial planning and divorce financial planning firm dedicated to providing ongoing comprehensive advice for successful individuals, couples, and women in transition such as divorce or widowhood. She is a Certified Financial Planner
(CFP®), Certified Divorce Financial Analyst® (CDFA®), and Certified Estate and Trust Specialist (CES) with over 20 years of experience in the financial industry. Stacy is also the founder of the non-profit, Savvy Ladies, host of the Financially Ever After podcast, and the author of the white paper, Unveiling the Unspoken Truth: The Financial Challenges Women Face During and After Divorce and Financial Help for Widows – A Complete Resource Guide.
She can be contacted at:
Phone: 212-374-9008
Email: stacy@francisfinancial.com
Website: www.FrancisFinancial.com
She has Incredible Resource Guides:
Unveiling the Unspoken Truth: The Financial Challenges Women Face During and After Divorce
Our white paper sheds light on the emotional, legal, and financial difficulties women experience during and after divorce. You can access our white paper online and share it with others here:https://francisfinancial.com/divorce/
Financial Help for Widows: A Complete Resource Guide
The death of a loved one can be one of the most traumatic events someone can experience. It can bring sadness, anger, pain, and of course grief, in all its forms. To overcome this challenging time, Francis Financial created a step-by-step guide to help women, after losing a spouse, prepare financially and shepherd them through any legal matters, while also providing tools to allow them take care of themselves, emotionally.
Here are a few resources included in our Widow Resource Guide:
- Put Your Team In Place – Understand the role of your estate planning attorney, financial advisor and therapist
- The Finances – Everything you need to know for the short-term and long-term (A checklist of documents to collect, helpful worksheets and a guide to protect against identity theft)
- Self-Care – A guide to the physical impact of grief and how to cope with the effects
- Case studies sharing various scenarios widows face
You can also access the complimentary resource guide on our website here: https://francisfinancial.com/financial-help-for-widows/
You can also check out Savvy Ladies at: https://www.savvyladies.org
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