Daniel is looking to meet:
Entrepreneurs and small business owners
TriNet provides extraordinary HR expertise tailored to thousands of small and medium size businesses (SMBs) throughout a wide range of industries across the U.S. By giving these businesses access to advanced payroll services, premium-level benefits, and risk mitigation & compliance consulting—all delivered through personalized service and a comprehensive technology platform—we free them from the complexities of HR to focus on what matters most: their incredible people.
Companies: Francis Financial, Savvy Ladies
Profession: Fee Only Financial Planner & Wealth Mgr.
Power Team: Finance
Stacy is looking for referrals to:
About Francis Financial:
Francis Financial was formed in 2002 with the purpose of doing things differently in the wealth management industry. This means providing clients with independent advice, transparency and individual attention. We continuously work hard to maintain the boutique feel our clients love us for. We specialize in helping successful individuals find and maintain stable financial footing while undergoing various transitions in their lives.
Francis Financial is honored to be the recipient of numerous industry awards, such as the Women’s Choice Award, Wealth & Money Management Award for divorce financial planning team of the year, Financial Planning Association’s Heart of Financial Planning Award and Financial Planning Magazine’s Pro Bono Award. Most recently, AdvisoryHQ listed Francis Financial as one of the Top 9 Best Financial Advisors in New York, NY for the third year in a row.
About Stacy Francis:
Early in my childhood, I witnessed how devastating life could be for women who were not empowered through financial education. My grandmother stayed in an abusive marriage because she did not have the skills to effectively deal with money. That experience changed my life and drove me into the finance field. My life’s mission is to help people feel financially secure and to live the life they deserve.
My career started at a large firm where I soon realized that the difference I wanted to make required more freedom. I founded Francis Financial to create a place where our clients feel taken care of in every aspect of their financial life. It was also equally important for me that as we grew, the work environment fostered learning and personal growth for my team.
I am honored that our firm is a trusted leader in the industry. Our success is largely due to our dedicated team of financial planning professionals who make sure that each client is fully supported. I am delighted to work with a group of such talented individuals who share my passion and dedication. I couldn’t be more proud of the work we do every day.
What does Francis Financial specialize in? What Industries?:
Financial planning and wealth management and divorce financial planning
Francis Financial is an independent, fee-only boutique wealth management, and divorce financial planning firm. We all experience the difficulties of managing financial affairs during life changes. Stress is common even with happy events such as retirement or a financial windfall, and amplified during difficult life events such as divorce or loss of a spouse. At Francis Financial, we help you plan, grow and protect your assets through life altering events.
We understand that no two situations are alike and treat you with unique attention to ensure your financial peace of mind during life transitions such as:
• Loss of a Loved One
• Career Change
Awards & Press: