Stacy Francis, CFP®, CDFA®, CES™

Stacy Francis, CFP®, CDFA®, CES™

President & CEO, Francis Financial Inc.

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 | Facebook: www.facebook.com/FrancisFinancialInc | LinkedIn: www.linkedin.com/company/francisfinancialinc

In a Divorce, What Is Marital Property vs. Separate Property?
A piggy bank is surrounded by money.
Divorce

In a Divorce, What Is Marital Property vs. Separate Property?

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 ma…
July 6, 2021
Widows Move Forward on Their Own – But Not Alone
Woman does yoga on a lakeside dock
personal finance

Widows Move Forward on Their Own – But Not Alone

Taking the right first steps and finding the right financial help can make a big difference during a difficult transition.
June 2, 2021
Is Your Spouse a Financial Bully? Subtle Signs of Abuse to Watch for
A woman holds up her outstretched hand in a "No!" gesture.
personal finance

Is Your Spouse a Financial Bully? Subtle Signs of Abuse to Watch for

Does your spouse sabotage your career or demand you tell them about all your purchases? These are signs they are trying to control you through money. …
May 14, 2021
Bill and Melinda Gates End Their Marriage, But Their Inspiration Lives on
Bill and Melinda Gates walk together.
Divorce

Bill and Melinda Gates End Their Marriage, But Their Inspiration Lives on

Their shared commitment to giving inspired others — including me — to give big, too. I formed the non-profit Savvy Ladies to help women take financia…
May 5, 2021
‘Gray Divorce’ Rates Are Exploding Due to This Perfect Storm
Storm clouds gather over a meadow.
Divorce

‘Gray Divorce’ Rates Are Exploding Due to This Perfect Storm

Here’s why divorce rates among those 50 and older are booming … and what women can do to recover and rebound.
April 12, 2021
What to Do to Protect Your Finances When Your Spouse Has a Gambling Problem
A stack of gambling chips tumbles over.
Divorce

What to Do to Protect Your Finances When Your Spouse Has a Gambling Problem

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 …
March 23, 2021
How to Divorce a Millionaire (Tip: Watch Out for Executive Compensation)
A man and a woman sit across one another with hands clasped on top of divorce papers.
Divorce

How to Divorce a Millionaire (Tip: Watch Out for Executive Compensation)

The more money involved in a divorce, the more you need to know about things like stock options and restricted stock awards.
February 22, 2021
Divorce: Who Pays for Education and How to Afford It
A couple stand facing away from each other with arms crossed
Divorce

Divorce: Who Pays for Education and How to Afford It

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, b…
November 6, 2020
A Surprising Way COVID-19 Is Making Divorce More Complicated
Man walking through a complicated maze
Divorce

A Surprising Way COVID-19 Is Making Divorce More Complicated

The pandemic’s economic side effects have pushed more companies to offer stock options and restricted stock awards to employees. This type of compensa…
October 6, 2020
Prenups for Breadwinning Women: 4 Pitfalls to Avoid
personal finance

Prenups for Breadwinning Women: 4 Pitfalls to Avoid

Protecting the assets you bring into your marriage takes some planning. Take some time to do it right.
September 15, 2020
Should You Move Forward with Your Divorce or Wait?
family savings

Should You Move Forward with Your Divorce or Wait?

Despite the tensions brought on by the pandemic, a number of couples are waiting right now, with good reason.
September 10, 2020
How to Handle Money Effectively as a Blended Family
personal finance

How to Handle Money Effectively as a Blended Family

To tackle the special challenges merging two families into one presents, start by getting naked (financially speaking).
August 28, 2020
COVID-19 Exposes Cracks in Financial Equality for Women
retirement

COVID-19 Exposes Cracks in Financial Equality for Women

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.
June 18, 2020
When Couples Divorce, Who Gets Fido? 'Pup Nups' Can Help
A person sitting at a desk, holding a pen, with a calculator, piggy bank and a stack of coins
retirement

When Couples Divorce, Who Gets Fido? 'Pup Nups' Can Help

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," …
April 20, 2020
Keeping the House Post-Divorce Has Gotten More Affordable
A person sitting at a desk, holding a pen, with a calculator, piggy bank and a stack of coins
retirement

Keeping the House Post-Divorce Has Gotten More Affordable

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 m…
February 12, 2020
Raiding Your 401(K) Can Be a Divorce Disaster
A person sitting at a desk, holding a pen, with a calculator, piggy bank and a stack of coins
retirement

Raiding Your 401(K) Can Be a Divorce Disaster

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 y…
February 10, 2020
Financial Advice Women Should Seek Before Divorcing or Separating
A person sitting at a desk, holding a pen, with a calculator, piggy bank and a stack of coins
retirement

Financial Advice Women Should Seek Before Divorcing or Separating

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 …
December 24, 2019