One Well Widow

Financial Driver's Seat; Help for Widows with guest, Stacy Francis


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Today I interview Stacy Francis,  President and CEO of Francis Financial a
boutique, wealth management and financial planning firm dedicated to
improving women’s lives through financial and personal empowerment.
The firm provides ongoing comprehensive advice for individuals and
couples and specializes in helping widows and divorcing or divorced
women. Stacy is also the founder of the non-profit, Savvy Ladies https://www.savvyladies.org/
which helps and provides resources to all women.

Key financial steps for widows in the conversation:  

  • Key financial musts for the first year of widowhood
  • Tasks and organization for now, soon and later
  • Who should be on your support team during this time of grief
  • What to expect and look for in a financial Advisor
  • Benefits of working with a financial professional
  • Social security benefits and tax filing status
  • Mission for empowering women

Here are several ways to connect with Stacy.  

Free Guide: Financial Help for Widows  https://francisfinancial.com/financial-help-for-widows/

Website: www.FrancisFinancial.com
Email: [email protected]
Social Media Handles:
Twitter:
@FrancisFinance
Francis Financial Facebook: https://www.facebook.com/FrancisFinancialInc/
Francis Financial LinkedIn: https://www.linkedin.com/company/francisfinancialinc
Stacy’s Facebook: https://www.facebook.com/StacyFrancisFinancial/
Stacy’s LinkedIn: https://www.linkedin.com/in/stacyfrancis/

If you liked this episode please subscribe, rate and share it with a friend - it takes a village!
xoxo,
Kathi

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One Well WidowBy kathi