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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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
Divorce -
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 -
Divorce: Who Pays for Education and How to Afford It
Divorce You think Junior should go to public school, and your ex wants him to go to a pricey private school instead. Who pays? How do you decide? Buckle up, because these discussions could get bumpy.
By Stacy Francis, CFP®, CDFA®, CES™ Published
Divorce -
A Surprising Way COVID-19 Is Making Divorce More Complicated
Divorce The pandemic’s economic side effects have pushed more companies to offer stock options and restricted stock awards to employees. This type of compensation is tough to track down and untangle during divorce.
By Stacy Francis, CFP®, CDFA®, CES™ Published
Divorce -
Prenups for Breadwinning Women: 4 Pitfalls to Avoid
personal finance Protecting the assets you bring into your marriage takes some planning. Take some time to do it right.
By Stacy Francis, CFP®, CDFA®, CES™ Published
personal finance -
Should You Move Forward with Your Divorce or Wait?
family savings Despite the tensions brought on by the pandemic, a number of couples are waiting right now, with good reason.
By Stacy Francis, CFP®, CDFA®, CES™ Published
family savings -
How to Handle Money Effectively as a Blended Family
personal finance To tackle the special challenges merging two families into one presents, start by getting naked (financially speaking).
By Stacy Francis, CFP®, CDFA®, CES™ Published
personal finance -
COVID-19 Exposes Cracks in Financial Equality for Women
retirement Women are more vulnerable during this time of financial upheaval. Here’s why and some steps they can take to help improve their outlook long term.
By Stacy Francis, CFP®, CDFA®, CES™ Published
retirement -
When Couples Divorce, Who Gets Fido? 'Pup Nups' Can Help
retirement COVID-19 stay-at-home orders have some side-effects: Pet adoptions are up ... and divorces soon may be, too. This highlights the need for "pup nups," specially written prenups with our furry friends' best interests at heart.
By Stacy Francis, CFP®, CDFA®, CES™ Published
retirement -
Keeping the House Post-Divorce Has Gotten More Affordable
retirement The question of whether to keep or sell the family home after divorce is tricky. You've got to set your emotions aside and do the math. Lately, that math has been a little more favorable for those who'd like to stay. Here's why.
By Stacy Francis, CFP®, CDFA®, CES™ Published
retirement -
Raiding Your 401(K) Can Be a Divorce Disaster
retirement It's more common than you might think: Tapping retirement accounts to make ends meet during divorce. And it's also potentially much more costly than you realize.
By Stacy Francis, CFP®, CDFA®, CES™ Published
retirement -
Financial Advice Women Should Seek Before Divorcing or Separating
retirement Money shouldn't be a deciding factor in whether you end your marriage, but it plays a part in the thought process. Get a grip on your finances before you take any big steps. It’ll put you in the best position possible, no matter what.
By Stacy Francis, CFP®, CDFA®, CES™ Published
retirement