Francis Financial, Inc.

After losing a partner, financial security can feel uncertain, even overwhelming. That's why we've partnered with 2 Hope to host a special Money Circle designed specifically for women navigating this transition. This isn't a lecture or a sales pitch.

It's a small, intimate gathering where you'll leave with something real:
→ A journaling exercise to reconnect with your own money story
→ A structured activity to map your needs and priorities
→ A simple, personalized roadmap for your next steps

Hosted by our own Stacy Francis, CFP®, CDFA®, CES™ and Sunaina Mehra, Partner & CMO of Francis Financial.

📅 Wednesday, March 4th | 7–8:30 PM EST | Virtual & Free Space is limited.

Link to register here: https://hubs.la/Q0451kCB0

Elon Musk says work could become optional. AI will create abundance; money may not matter.
It’s an interesting prediction, but we would never want you building your financial future around a prediction. There is no signed check, no guaranteed system, no certainty. If automation takes longer than expected and you stopped saving, the risk is yours. If you keep saving and investing, you have options either way.

Money isn’t just currency: it’s control, flexibility, and independence!

Elon Musk Says Work Will Be Optional – Why You Still Need to Save and Invest Elon Musk says work could be optional in 10 to 20 years. AI, robotics, and automation may create abundance, and some believe money could even become irreleva...

Stacy Francis, CFP®, CDFA®, was recently featured in Kiplinger to discuss the unique catalysts behind the trend of gray divorce. One of the most significant factors is the "Empty Nest." When children leave home, many couples face a profound period of self-reflection, realizing the "parenting glue" was what held the marriage together.

At Francis Financial, we understand that a divorce later in life requires specialized financial navigation to protect your retirement and your future. We specialize in helping women move through these transitions with clarity and long-term security.

Read the full insights in Kiplinger here:

The New Average Divorce Rate By Age: Are You in the Risk Zone? While the overall divorce rate has seen a small but steady decline, gray divorces have been on the rise since the 1990s.

We spend our lives earning, saving, and giving…but rarely stop to plan what happens after.
Legacy planning isn’t about documents, it’s about love, clarity, and making life easier for the people who matter most to us.
That’s why we created a 3-part Legacy Planning Webinar Series, and Part 1 is available starting today!
You’ll learn how to:
• Organize your accounts and passwords
• Claim overlooked benefits
• Put the right documents and names in place
It’s simple, practical, and a gift to your future self and those you love.

👉Register for FREE here to receive the three-part series directly to your inbox:

Legacy Planning Webinar Series We created a three-part webinar series which will take you through the checklist step by step to make sure you finish with confidence.

Our annual Halloween costume contest never disappoints, and this year was no different! Happy Halloween!

We’re proud to share that InvestmentNews has honored Francis Financial in two categories this year: Fastest-Growing Female-Led Advisory Team and Financial Literacy Champion.

As a women-led firm, we’re especially grateful for this recognition and for the chance to connect with so many incredible women driving positive change in our industry. Supporting and empowering women, both clients and peers, has always been at the heart of what we do.

You can find the full list of award recipients here: https://hubs.la/Q03R8z_y0

*Disclaimer: The Women to Watch Award nominations were based on accomplishments from the 2024 calendar year, and there was no fee to enter. Finalists and winners were selected through a multi-stage process involving research by InvestmentNews and evaluation by an independent judging panel. Recognition is not indicative of future investment performance and does not constitute an endorsement by InvestmentNews.

In Episode 2 of our Legacy Planning podcast series on Financially Ever After: Widowhood, Stacy Francis and Natalie Colley tackle the essentials many skip: health, property and long-term-care insurance, annual check-ins and more.

It’s not just about what happens after you’re gone, it’s about being ready while you’re here so your family doesn’t end up guessing.

Listen now: https://hubs.la/Q03QyQ3n0

Podcast: Legacy Planning Series: Episode 2 – Insurance and Asset Essentials Learn how to organize insurance and assets so your loved ones aren’t left guessing. Real stories, practical tips, and legacy planning made simple.

Stacy Francis — Francis Financial, Inc. wins the Financial Literacy Champion award for creating high‑impact learning experiences that meet people where they are. 🌟

From school‑based workshops to employer seminars and a mobile resource hub, Stacy’s initiatives combined clear instruction with practical tools that led to measurable increases in financial capability and engagement. This award recognises her leadership in making financial knowledge widely accessible.

Learn more here: https://hubs.la/Q03Pxwn30