Women in transition Episode 20
Episode Summary
Women who are recently divorced or widowed often need specialized financial advice and an empathetic adviser to guide them through a turbulent period in their lives. Mary Beth Franklin talks with Stacy Francis, president of the boutique wealth management firm Francis Financial, about how advisers can work with women in transition to set them up for a successful future.
Episode Notes
In this episode you’ll hear about:
- How her beloved grandmother’s experience with domestic abuse inspired Stacy to establish a non-profit organization to provide free financial education and advice helplines for women in difficult situations.
- Why she later launched Francis Financial, which works primarily with widows and divorced women, as a way to serve a vulnerable population and to fund her passion project, Savvy Ladies.
- How financial advisers can work with women in transition and build a team of professionals from tax accountants to divorce attorneys, therapists and real estate agents who can help their clients build a new life on their own.
This season is brought to you by
Realized strives to put you in control of managing your investment property wealth. Our goal is to help bridge the gap between investment property ownership and sophisticated wealth management, helping you meet your income needs in retirement and pursue your investment goals across generations.
Using the principles of Investment Property Wealth Management(R), Realized transforms your individual investment properties into diversified real estate portfolios, customized to your unique income needs, risk appetite, and investment goals.
For more information, visit www.Realized1031.com/RepairShop to learn more.
Guest Bio:
Stacy is the President and CEO of Francis Financial, a fee-only boutique wealth management, financial planning and divorce financial planning firm dedicated to providing ongoing comprehensive advice for successful individuals, couples, and women in transition such as divorce or widowhood. She is a Certified Financial Planner™ (CFP®), Certified Divorce Financial Analyst® (CDFA®), and Certified Estate and Trust Specialist(CES™) with over 20 years of experience in the financial industry. Stacy is also the founder of Savvy Ladies™, a nonprofit organization dedicated to educating and empowering women to take control of their finances.
She is a nationally-recognized financial expert featured on CNBC’s Digital Financial Advisor Council, the Forbes Finance Council, Kiplinger, and The Wall Street Journal. Stacy is the host of Financially Ever After, a podcast focusing on women, money and divorce. She is also the author of the Financial Help for Widows – A Complete Resource Guide and the white paper, Unveiling the Unspoken Truth: The Financial Challenges Women Face During and After Divorce.
More episodes