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: clientrelations@francisfinancial.com | Website: www.francisfinancial.com (opens in new tab) | Facebook: www.facebook.com/FrancisFinancialInc (opens in new tab) | LinkedIn: www.linkedin.com/company/francisfinancialinc (opens in new tab)
Latest articles by Stacy Francis, CFP®, CDFA®, CES™
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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