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Francis
Financial, Inc.
111 John Street, Suite 240
New York, NY 10038 |
| Phone: 212-374-9008 |
| Fax: 646-219-6799 |
| Stacy@FrancisFinancial.com |
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| Our Clients |
|
 Most
of our clients are highly motivated individuals and families
who use our services to create extraordinary business and
professional lives. They desire impartial financial advice
and prosperity coaching in the creation and implementation
of strategies to reach their life goals.
Our planning firm is highly regarded and well respected.
However, we realize that our service is not right for everyone.
Over the years, we have found that our firm works most effectively
with people who share some or all of the following characteristics. |
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 - Committed
to achieving their goals and dreams
- Hungry for a better and more meaningful life
- Independent and responsibile for their own financial situation
- Involved in financial decisions that will impact their future
- Concerned about educating themselves to ensure financial
independence
- Interested in a relationship with a financial advisor that
is supportive and enlightening
- Open-minded and willing to creatively brainstorm with us--to
engage in a continuing dialogue about the goals that drive
their life values
- Willing to make a shift in behavior if it furthers their
long-term goals
- Commitment to hold up their end of the engagement by delivering
financial information and completing the necessary tasks
in a timely manner
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| Many
of our clients are people who: |
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 - Want
to get control of their spending
- Want to bring financial security to their lives
- Have money problems or can't make ends meet
- Want to have
better money management
- Want to improve their debt situation
- Can't seem to save more money
- Are concerned about retirement
- Want to save money for their education or their children's
education
- Have uneven streams of income
- Are dealing with money management issues in their marriage
or relationship
- Are coping with the financial issues of separation or divorce
- Want to understand their relationship with money
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