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Francis
Financial, Inc.
111 John Street, Suite 240
New York, NY 10038 |
| Phone: 212-374-9008 |
| Fax: 646-219-6799 |
| Info@FrancisFinancial.com |
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| Our Approach |
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| Francis
Financial has developed an integrated, holistic method
for accelerating financial and personal growth. Our innovative
approach to financial planning empowers clients to prosper
financially and activate their life dreams. Click here for more information about our services. |
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| Our
clients are successful people from all walks of life who
know the value of good advice and who want to be treated
as individuals. Francis Financial focuses only on
what is important to you and because we don’t accept
commissions or kickbacks from the sale of financial products,
you can be assured that we advise you without bias. |
| Flexibility
to better serve you |
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| Holistic
financial planning means that the individual strategy, plans,
and goals of each client are of primary importance. All
clients have unique goals, whether they need help with their
day-to-day spending habits, a strategy for graduate school
or college savings, retirement planning, a home purchase,
or ongoing investment management. |
| Core
beliefs and philosophies |
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It
is our view not that "life is too short," but
rather that "life is too long not to be doing those
things that are fulfilling and rewarding," and that
the majority of people in our society and culture are struggling
to obtain a more meaningful and joyful life.
We believe that much of the "financial advice"
people receive comes in the form of advertisements, which
suggest, in powerful images, that happiness and/or fulfillment
can be achieved by the purchase of this or that advertised
item. Our goal is to help people recognize their individual
view of happiness and/or fulfillment, so they can determine
which personal expenditures further their progress toward
that goal and help them achieve financial freedom.
At our firm, we do not believe in the concept of "hot"
stocks or in seeking short-term returns from any investment.
Nor do we believe in attempting to "time" the
market, which usually means moving investments out of the
markets when a manager thinks they are going to go down,
and/or moving back in when a manager thinks the markets
are going to move up. |
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