Divorce Financial Planning Services

Francis Financial, Inc. is an independent, fee-only wealth management firm that specializes in helping individuals achieve financial freedom. We do not sell financial products, accept commissions or compensation from any other source, so clients expect and get unbiased advice. 

We believe in finding a long-term financial future for families going through a divorce.

We all know that the financial ramifications of a divorce can be devastating. But with proper planning and expert help from professionals specializing in financially equitable divorce settlements, you can increase your chances of arriving at a settlement that fully addresses your long-term financial needs – as well as those of your spouse.

Most people know to hire a divorce lawyer, but few know to protect their assets by bringing in a professional with financial expertise. As a Certified Divorce Financial Analyst™ Francis Financial knows how to forecast the long-term effects of the settlement. This allows both partners to have a clearer view of their financial futures. Only then can they approach a settlement that fully addresses the financial needs and capabilities of each.

Francis Financial helps clients determine the short term and long term financial impact of any proposed divorce settlement. We will also provide valuable information on financial issues that are related to the divorce, such as tax consequences, dividing pension plans, continued health care coverage, stock option elections and much more.

As a trained mediator, Francis Financial often takes a role in facilitative mediation and collaborative law. However, we are not attorneys and cannot give legal advice. We will work alongside your attorney and help you make financial sense of the various proposals. We will also be able to give attorneys the tools they need to help prove their case.

Working with Francis Financial, you will be better able to answer questions such as:

• How do I plan for my future and protect my family?
• How long will my money last?
• What becomes of retirement benefits and IRAs?
• How can investments and pension plans be handled so that my interests are not neglected?
• Will I be able to handle paying the mortgage?
• How are my income taxes to be handled?
• What about my Social Security benefits?
• Is there any way to safeguard my children’s and my own medical benefits?

For further information on the benefits of hiring a CDFA™, read the Top Five Reasons to Hire a CDFA™ (PDF)

Be sure to contact Francis Financial, Inc. today to avoid mistakes and confusion during this difficult time of your life.

Our Financial Team

Stacy Francis, CFP®, CDFA™

Stacy is a certified financial planner, a nationally recognized media expert, speaker and author of the upcoming book Bounce Back – The New Formula for Financial Success in Any Economy.

Stacy is also the founder of Savvy Ladies, a 20,000-plus non-profit educational organization established to empower women to take control of their finances and achieve more rich and rewarding lives.

As a nationally recognized expert on finance, Stacy appears regularly on CNBC, CNN, Nightly Business Report, NPR, Oprah and Friends, and The Today Show and has been quoted in over 100 publications such as Business Week, CNN, Dow Jones, Entrepreneur, Forbes, Glamour, Investment News, Money Magazine, MSN, Newsweek, New York Times, The Wall Street Journal, USA Today, and Women’s Day.

Stacy is a Certified Financial Planner (CFP®), a Certified Divorce Financial Analyst (CDFA™), and has completed specialized training in the financial issues of divorce. In addition, Stacy is a professor for the New York University School of Finance, Law and Taxation. Stacy is a dynamic speaker who has taught hundreds of classes and has shared the platform with some of the top speakers in the country, including Suze Orman and Jean Chatzky. She has helped thousands of clients nationwide create more fulfilling lives through financial freedom.

Click here to read more about our president, Stacy Francis, CFP®, CDFA™.

Elissa Burton

Elissa joined us in January 2008 as a financial planner. At Francis Financial, Elissa assists with plan preparation, asset management and client communications in addition to many other important aspects of financial planning.

Elissa graduated with her Bachelor’s in Personal Financial Planning from Texas Tech University and she is working towards obtaining CERTIFIED FINANCIAL PLANNER™ certification. Prior to joining Francis Financial, Elissa did an internship with a trust company in Houston, Texas and she worked with Red to Black, an organization that provides financial counseling and planning to college students. Elissa is a member of the Financial Planning Association and she is involved with the Pro Bono committee.

Articles Written

The Top 5 Financial Steps to Protect Your Future after Divorce

Created On: 11/23/2009

Lawyers

Stacy Francis, CFP®, CDFA™

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Location : New York, NY

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