In this episode of Mastering Your Financial Life, Judy Heft interviews Stacy Francis, President and CEO of Francis Financial.
Francis Financial is a fee-only boutique wealth management, financial planning and divorce financial planning firm dedicated to providing ongoing comprehensive advice for successful individuals, couples, and women in transition such as divorce or widowhood.
Stacy is a Certified Financial Planner™ (CFP®), Certified Divorce Financial Analyst® (CDFA®), and Certified Estate and Trust Specialist (CES™) with over 20 years of experience in the financial industry. Stacy is also the founder of the non-profit, Savvy Ladies™, host of the Financially Ever After podcast, and the author of the white paper, Unveiling the Unspoken Truth: The Financial Challenges Women Face During and After Divorce and Financial Help for Widows - A Complete Resource Guide.
Tune into the episode for insights from Stacy Francis:
* The most important things to do when you lose a loved one
* Specific financial documents that need to be collected once widowed
* Who you need to inform when your spouse passes away
* How to let others help you when you're grieving
* How to navigate handling your late spouse's retirement accounts and benefits
Connect with and learn more about Stacy Francis:
* Connect with Stacy on LinkedIn: https://www.linkedin.com/in/stacyfrancis/
* Follow Francis Financial on LinkedIn: https://www.linkedin.com/company/francisfinancialinc
* Subscribe to Francis Financial's YouTube Channel: https://www.youtube.com/user/francisfinancial
* Tune into Stacy's podcast show, Financially Ever After Widowhood: https://podcasts.apple.com/us/podcast/financially-ever-after-widowhood/id1259474146
* Visit Stacy's business' website: https://francisfinancial.com/
* Follow Francis Financial on Facebook: https://www.facebook.com/FrancisFinancialInc/
* Follow Francis Financial on on Twitter: https://twitter.com/francisfinance
* Follow Francis Financial on on Instagram: https://www.instagram.com/francisfinancialinc/
* Download a FREE Guide: Financial Help for Widows: https://francisfinancial.com/financial-help-for-widows/
* Email: [email protected]
* Learn about Savvy ladies, a nonprofit organization Stacy organized over 20 years ago providing free financial education to all women: https://www.savvyladies.org
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In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates.
Connect with Judy Heft on LinkedIn: https://www.linkedin.com/in/judyheft/
Visit Judith Heft & Associates' Website: http://www.judithheft.com/
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