Francis Financial, Inc.

02/27/2026

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

02/24/2026

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 could be optional in 10 to 20 years. AI, robotics, and automation may create abundance, and some believe money could even become irreleva...

02/11/2026

Happy almost Valentine’s Day!❤️

Stacy Francis was featured in MarketWatch sharing how meaningful money conversations can actually bring couples closer. Thank you to Beth Pinsker, for highlighting such an important topic.

Read it here: https://hubs.la/Q042K7Kq0

02/03/2026

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:

While the overall divorce rate has seen a small but steady decline, gray divorces have been on the rise since the 1990s.

12/18/2025

Francis Financial is beyond excited to announce that we were named the winner of the 2025 ThinkAdvisor Luminaries Award in the Firm Award, Excellence in Marketing and PR category!

We’re incredibly proud of our team and honored to be recognized alongside so many firms shaping the future of the financial industry.

*Disclosure: 2025 ThinkAdvisor Luminaries award winner was announced on December 4th, 2025. The finalists were named in October 2025 based on data provided for 2024. Firms and individuals may nominate themselves by submitting an online application. ThinkAdvisor editors review all submissions and present a list of finalist nominees to a judging panel. Neither Francis Financial, Inc. nor its employees paid a fee to be considered for this award. Recognition by unaffiliated third parties should not be construed as a guarantee that any client or prospective client will experience a certain level of results if they engage Francis Financial, Inc.

11/12/2025

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:

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

11/03/2025

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

10/31/2025

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.

10/28/2025

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

Learn how to organize insurance and assets so your loved ones aren’t left guessing. Real stories, practical tips, and legacy planning made simple.

10/27/2025

Our team is deeply honored to have been nominated for two categories at the 2025 InvestmentNews Women to Watch Awards, and we couldn’t be more grateful to have taken both home!

Francis Financial was named Winner for “Fastest Growing, Female-Led Advisory Team,” and Stacy Francis, CFP®, CDFA®, CES™ received the “Financial Literacy Champion” award.

These awards recognize women and firms making meaningful strides to advance women in the investment industry, something we’re proud to champion every day through our work with clients, our community, and the next generation of women in finance.

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.

10/23/2025

We’re thrilled to share that Francis Financial, Inc. has been named a 2025 ThinkAdvisor Luminaries Finalist in the Firm Award, Excellence in Marketing and PR category!

This recognition celebrates our team's commitment to meaningful storytelling, educational resources, and client connection.

We’re honored to be recognized alongside so many firms driving positive change in the financial industry!

See the full list of finalists here: https://hubs.la/Q03PTRHQ0

*Disclosure: 2025 ThinkAdvisor Luminaries award finalists named in October 2025 based on data provided for 2024. Firms and individuals may nominate themselves by submitting an online application. ThinkAdvisor editors review all submissions and present a list of finalist nominees to a judging panel. Neither Francis Financial, Inc. nor its employees paid a fee to be considered for this award. Recognition by unaffiliated third parties should not be construed as a guarantee that any client or prospective client will experience a certain level of results if they engage Francis Financial, Inc.

10/23/2025

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