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Building a Niche: Serving Women in Transition

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Francis Financial released a white paper on women, money and divorce. This presentation from FPA Annual Conference 2018 will share a brief overview of the study’s findings on the financial, legal and emotional challenges women face when getting a divorce. Women in transition need a particular approach in financial planning to help them ensure financial security at this time of uncertainty. For many of these women, it may be the first time they have handled the finances on their own. The primary focus of the presentation will discuss the best practices of supporting female clients during this transition, as well as how to effectively work with this niche.

  • Identify the major financial and emotional challenges women face during and after divorce and how to best support them
  • Understand what women look for in an adviser and the importance of a collaborative approach of professionals for your client
  • Discuss best marketing practices and tools to develop a marketing plan proven to work for women in transition

Stacy Francis, CFP®, CDFA, CES

President & CEO, Francis Financial, Inc.

Stacy Francis CFP®, CDFA, CES is the President and CEO of Francis Financial, Inc., a fee-only boutique Wealth Management, Financial Planning and Divorce Financial Planning firm dedicated to providing ongoing comprehensive advice for high-achieving women and couples in transition. Stacy has over 18 years of experience in the industry and is a Certified Divorce Financial Analyst (CDFA) and Certified Estate and Trust Specialist (CES). 

Stacy is the founder of Savvy Ladies, a nonprofit organization dedicated to educating and empowering women to take control of their finances. Savvy Ladies has helped over 12,000 women through free one-on-one financial counseling and workshops.

Stacy has received numerous industry awards, including Investment News 2016 Women to Watch, FPA's Heart of Financial Planning Award and Financial Planning Magazine's Pro Bono Award.

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Building a Niche: Serving Women in Transition
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Certificate of Completion
0.0 CFP CE credits  |  Certificate available
0.0 CFP CE credits  |  Certificate available