
Stacy Francis, CFP®, CDFA®, CES™
Stacy Francis is the President and CEO of Francis Financial Inc., a fee-only boutique wealth management, financial planning and divorce financial planning firm dedicated to providing comprehensive advice for successful individuals, couples and women in transition, such as divorce or widowhood. Stacy has over 20 years of experience in the industry. She attended the New York University Center for Finance, Law and Taxation, where she completed the Certified Financial Planner™ (CFP®) designation. Stacy is also a Certified Divorce Financial Analyst® (CDFA®) as well as a Certified Estate and Trust Specialist (CES™). Stacy has mastered specialized training in the financial issues of divorce and is the Director of the Association of Divorce Financial Planners (ADFP) Greater New York Metro Chapter.
Stacy is the founder of Savvy Ladies™, a nonprofit that has helped over 15,000 women through free financial counseling, workshops and retreats.
Phone: 212.374.9008 | E-mail: marketing@francisfinancial.com | Website: www.francisfinancial.com | Facebook: www.facebook.com/FrancisFinancialInc | LinkedIn: www.linkedin.com/company/francisfinancialinc
Latest articles by Stacy Francis, CFP®, CDFA®, CES™
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Financial Abuse Is on the Rise: What It Is and What to Do About It
Domestic violence almost always includes financial abuse. Here’s help on identifying and understanding it and how to get help and leave in a safe way.
By Stacy Francis, CFP®, CDFA®, CES™ Published
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In ESG Investing, Money Changes Everything
ESG investors put their money where their mouths (and hearts and minds) are by investing in companies with better management of environmental, social and corporate governance factors.
By Stacy Francis, CFP®, CDFA®, CES™ Published
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Signs of Financial Abuse in Marriage: What to Watch For
personal finance Does your spouse try to control you through money? Spot the red flags before financial abuse escalates to domestic abuse.
By Stacy Francis, CFP®, CDFA®, CES™ Last updated
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Wives Who Make More Than Their Husbands Should Take Note
Divorce When wives make more than their husbands, the husbands are more likely to cheat, and the couples are more likely to face divorce. Two divorce experts weigh in on why.
By Stacy Francis, CFP®, CDFA®, CES™ Last updated
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I'm a New Widow. Who Are the Experts I Should Consult?
A support network of experts who can help a new widow can be just as important as your personal support network at such a difficult time.
By Stacy Francis, CFP®, CDFA®, CES™ Published
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Social Security Strategies to Help Widows Replace Lost Income
Survivors benefits can help younger and older widows make ends meet, and there could be more than one claim option available. And the stakes are high!
By Stacy Francis, CFP®, CDFA®, CES™ Published
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When You Die, What Happens to Your Bitcoin?
Without your private key, your heirs are locked out of your digital wallet. Being prepared, though, ensures they can gain access to your assets when the time comes.
By Stacy Francis, CFP®, CDFA®, CES™ Published
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The Divorce Gap: Unique Retirement Issues for Women Over 50
The shocking loss of income and retirement savings that disproportionately affect divorced women is a big challenge – especially for those over 50.
By Stacy Francis, CFP®, CDFA®, CES™ Last updated
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They Lost a Spouse but Bounced Back: 5 Women’s Financial Stories
Women & Money A look at how five widows got their financial lives in order and got to a better, brighter, more empowered place. They did it, and so can you.
By Stacy Francis, CFP®, CDFA®, CES™ Published
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Should I Hire an Estate Planning Attorney Now That I Am a Widow?
estate planning Many estates are simple enough where no help is needed, but there are several situations where anyone would be much better off getting some professional support.
By Stacy Francis, CFP®, CDFA®, CES™ Published
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The Haves-vs.-Have-Nots Problem Won’t Go Away Without Doing This
personal finance We need to work on improving our financial literacy – especially when it comes to women and children. Here are some ways to work toward that important goal.
By Stacy Francis, CFP®, CDFA®, CES™ Published
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3 Start-Small Financial Goals for Every Woman
Women & Money Getting control of your finances is a big task, but you can always start small. Three mindful steps could get you on the right path.
By Stacy Francis, CFP®, CDFA®, CES™ Published
Women & Money -
Russia’s War on Ukraine: An Economic Explainer for U.S. Investors
investing Will sanctions against Russia work? How? Will they drastically impact the stock markets and U.S. investors for a long time? Experts weigh in with answers and some global perspectives.
By Stacy Francis, CFP®, CDFA®, CES™ Published
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For Widows: 3 Life-Changing Financial Resolutions
personal finance Build your confidence along with your balance sheet by following these three financial resolutions just for widows.
By Stacy Francis, CFP®, CDFA®, CES™ Published
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What Is the Best Way for a Widow to Use Life Insurance Proceeds?
life insurance There are many options, but the best use of the money is different for each widow and her unique circumstances.
By Stacy Francis, CFP®, CDFA®, CES™ Published
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Am I Responsible for Paying Off My Deceased Husband’s Debt?
debt management You may be off the hook as some debts — including even certain types of credit card charges — are forgiven at death. However, others linger much longer.
By Stacy Francis, CFP®, CDFA®, CES™ Published
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Women Who Bring Home the Bacon Are STILL the Ones Frying It Up in a Pan
personal finance Sad but true: Female breadwinners are often overburdened at home. But it doesn’t have to be that way. Here are tips (from a divorce expert who’s seen it all) on how to regain some balance at home.
By Stacy Francis, CFP®, CDFA®, CES™ Published
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Want to Save on Taxes? Consider a Divorce!
Divorce Oh, the irony: President Biden’s American Families Plan could make divorce more appealing for some high-earning married couples. The tax plan amplifies the marriage penalty, so if you were already thinking about splitting up, now may be a good time.
By Stacy Francis, CFP®, CDFA®, CES™ Published
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In a Divorce, What Is Marital Property vs. Separate Property?
Divorce It can be a big problem for wealthy couples and those who have been married a long time: What happens when the boundary between separate assets and marital assets gets blurred?
By Stacy Francis, CFP®, CDFA®, CES™ Published
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Widows Move Forward on Their Own – But Not Alone
personal finance Taking the right first steps and finding the right financial help can make a big difference during a difficult transition.
By Stacy Francis, CFP®, CDFA®, CES™ Published
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Bill and Melinda Gates End Their Marriage, But Their Inspiration Lives on
Divorce Their shared commitment to giving inspired others — including me — to give big, too. I formed the non-profit Savvy Ladies to help women take financial control of their lives. No matter what the Gates divorce brings, I’m sure their important charitable work will continue, as will mine.
By Stacy Francis, CFP®, CDFA®, CES™ Published
Divorce -
‘Gray Divorce’ Rates Are Exploding Due to This Perfect Storm
Divorce Here’s why divorce rates among those 50 and older are booming … and what women can do to recover and rebound.
By Stacy Francis, CFP®, CDFA®, CES™ Published
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What to Do to Protect Your Finances When Your Spouse Has a Gambling Problem
Divorce If it comes down to divorce, don’t let your financial future be a roll of the dice. Take action quickly to regain a measure of control and limit your own liabilities.
By Stacy Francis, CFP®, CDFA®, CES™ Published
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How to Divorce a Millionaire (Tip: Watch Out for Executive Compensation)
Divorce The more money involved in a divorce, the more you need to know about things like stock options and restricted stock awards.
By Stacy Francis, CFP®, CDFA®, CES™ Published
Divorce