Financially Ever After Widowhood

Finding The Right Financial Advisor

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Deborah Nason is a journalist who has been covering business for the past 20 years, for both InvestmentNews and CNBC.com. She is on a mission to ensure people of all income levels get the financial advice and guidance they need. Deborah shares resources for helping people find the ideal financial advisor regardless of the state of their wallet, including some fantastic pro bono deals. 


  • A financial advisor is a trained, experienced professional who helps you understand your financial options, create a comprehensive financial plan, and make the right financial decisions along the way. They can help you plan a holistic approach to your financial life.
  • Financial planning does not always involve investment management. Regardless of whether you plan to invest or not, it’s a good practice to have a financial advisor helping you with income and expense planning, creating goals, and maximizing your employee benefits.
  • One of the best ways to ensure your advisor has the relevant experience in expertise and designations is by doing a broker check on FINRA. 
  • Like medical professionals, financial advisors also specialize. From divorce to entrepreneurship, there are a multitude of specializations under the financial advisor umbrella. The idea is to find somebody who really understands who you are and what you're about. 


    • Resources

    Deborah Nason on LinkedIn | Twitter | Facebook

    Email: [email protected] 

    C4SB.com

    The People’s Guide to Finding the Right Financial Advisor


    FINRA.org

    FINRA Broker Check

    IAPD - Investment Advisor Public Disclosure

    Securities Investor Protection Corporation

    Savvy Ladies 

    Foundation for Financial Planning

    XY Planning Network 

    Garrett Planning Network



    Stacy Francis on LinkedIn | Twitter

    Email: [email protected]

    FrancisFinancial.com


    Reach out to receive a complimentary consultation! Contact Francis Financial at +212-374-9008 or visit Francis Financial today!

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    Financially Ever After WidowhoodBy Stacy Francis
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