Francis Financial, Inc.
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Francis Financial, Inc. Our firm specializes in servicing clients with approximately $1 Million and more in investible assets.
02/03/2026
Stacy Francis, CFP®, CDFA®, was recently featured in Kiplinger to discuss the unique catalysts behind the trend of gray divorce. One of the most significant factors is the "Empty Nest." When children leave home, many couples face a profound period of self-reflection, realizing the "parenting glue" was what held the marriage together.
At Francis Financial, we understand that a divorce later in life requires specialized financial navigation to protect your retirement and your future. We specialize in helping women move through these transitions with clarity and long-term security.
Read the full insights in Kiplinger here:
The New Average Divorce Rate By Age: Are You in the Risk Zone? While the overall divorce rate has seen a small but steady decline, gray divorces have been on the rise since the 1990s.
10/28/2025
In Episode 2 of our Legacy Planning podcast series on Financially Ever After: Widowhood, Stacy Francis and Natalie Colley tackle the essentials many skip: health, property and long-term-care insurance, annual check-ins and more.
It’s not just about what happens after you’re gone, it’s about being ready while you’re here so your family doesn’t end up guessing.
Listen now: https://hubs.la/Q03QyQ3n0
Podcast: Legacy Planning Series: Episode 2 – Insurance and Asset Essentials Learn how to organize insurance and assets so your loved ones aren’t left guessing. Real stories, practical tips, and legacy planning made simple.
We’re thrilled to share that Francis Financial, Inc. has been named a 2025 ThinkAdvisor Luminaries Finalist in the Firm Award, Excellence in Marketing and PR category!
This recognition celebrates our team's commitment to meaningful storytelling, educational resources, and client connection.
We’re honored to be recognized alongside so many firms driving positive change in the financial industry!
See the full list of finalists here: https://hubs.la/Q03PTRHQ0
*Disclosure: 2025 ThinkAdvisor Luminaries award finalists named in October 2025 based on data provided for 2024. Firms and individuals may nominate themselves by submitting an online application. ThinkAdvisor editors review all submissions and present a list of finalist nominees to a judging panel. Neither Francis Financial, Inc. nor its employees paid a fee to be considered for this award. Recognition by unaffiliated third parties should not be construed as a guarantee that any client or prospective client will experience a certain level of results if they engage Francis Financial, Inc.
10/23/2025
Stacy Francis — Francis Financial, Inc. wins the Financial Literacy Champion award for creating high‑impact learning experiences that meet people where they are. 🌟
From school‑based workshops to employer seminars and a mobile resource hub, Stacy’s initiatives combined clear instruction with practical tools that led to measurable increases in financial capability and engagement. This award recognises her leadership in making financial knowledge widely accessible.
Learn more here: https://hubs.la/Q03Pxwn30
Click here to claim your Sponsored Listing.
Our Story
Francis Financial, Inc. 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. Our firm specializes in servicing clients with approximately $1 million and more in investible assets. We do not sell financial products, accept commissions or compensation from any other source, so clients expect and receive unbiased advice.
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Opening Hours
| Monday | 9am - 6pm |
| Tuesday | 9am - 6pm |
| Wednesday | 9am - 6pm |
| Thursday | 9am - 6pm |
| Friday | 9am - 6pm |
