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Life-Focused Financial Planning for Independent Women and Female-Headed Households
Are you feeling stuck when it comes to taking action in your financial life? Maybe you're too busy between work and family, aren't sure how to talk to your partner about money-related decisions or you're independent, but feel financially unprepared even as a mid- to late-career professional.
Partnering with a financial advisor can help you gain confidence with your money decisions and free up time and energy so you can enjoy your life, family and career!
As a Woman, You Face Unique Challenges
But You Don't Have to Face
Them Alone!
Sure, you could read up on how best to manage your finances, but is it really the best use of your time and resources to do so? Working with a financial advisor can help you:
Learn to talk more effectively about finances with a partner or family members.
Identify your top life and financial goals—and how to achieve them.
Talk through emotionally difficult life changes that affect money, like divorce or death.
Prepare for big transitions like a marriage, new job, career downsize or retirement.
Explore your options when it's time to make a financial decision.
Get (and keep!) your financial house in order.
What to Know About Working with Me
I'm Michelle Francis, a fee-only, fiduciary financial advisor. I offer life-focused financial planning, retirement planning, investments and small-business retirement plans in person in the Denver Metro area and virtually across the U.S.
I offer flexible pricing including a flat fee for comprehensive financial planning, an asset-based fee for investments and an hourly fee for financial advice.
I believe open and honest conversations about life and money can lead to overall well-being. That's why I’m passionate about hearing your unique story to learn what’s most important about money—and life—to you.
