Background

Wealth & Money Management Awards 2015

Francis Financial

Francis Financial is one of the 2015 winners of Wealth & Money Management Awards at Wealth & Finance.

Scroll
Award Logo Circle Circle

About Francis Financial

Francis Financial is an independent fee-only boutique Wealth Management, Financial Planning and Divorce Financial Planning firm dedicated to providing ongoing comprehensive advice for high-achieving women, couples and those going through divorce. Our clients are unique and deserve personalized attention. We work hard to create tailored financial roadmaps that enable them to grow their wealth and pursue the life they want to live without having to worry about financial implications. As a Fee-Only wealth management firm, we neither accept commissions nor kickbacks from the sale of insurance or investment products like life insurance or annuities. Clients know that there are no ulterior motives to our recommendations.

As Certified Divorce Financial Analysts (CDFA™), we work hand in hand with our clients and their team of divorce professionals to understand how the financial decisions they make during their divorce will impact their future. We forecast the outcome of their divorce settlement and offer a clear and independent image of what their financial future will look like if they choose “Settlement A” or “Settlement B.” Our goal is to give our clients the financial tools they need to regain their financial and emotional independence.

Our open door policy as well as our regular check-in meetings enables our clients to feel empowered by their decisions and to preserve financial peace of mind.

 

Visit Website

Other Awards You Might Like
Arrow

Wealth & Finance International is part of AI Global Media

Discover our 10+ brands covering different sectors
APAC InsiderBUILD MagazineCorporate VisionEU Business NewsGHP NewsAcquisition InternationalNew World ReportMEA MarketsCEO MonthlySME NewsLUXlife MagazineInnovation in BusinessThe Business Concept