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FEE-ONLY FINANCIAL ADVISOR FOR WOMEN

Life Story Financial empowers independent women and couples to optimize and grow wealth with informed, strategic decisions—so you can focus on what matters most.

Life-Focused Financial Planning for Independent Women and Female-Headed Households

You’re building a successful career and managing your household—but is your money working as hard as you are? I’ll help you create a personalized financial roadmap so you can grow your wealth with confidence. My goal is to simplify your financial life, so you can focus on what truly matters.

Sunset over an ocean

As a Woman, You Face Unique Challenges

But You Don't Have to Face
Them Alone!

You could spend hours researching financial strategies—but is that really the best use of your time? Managing money takes time and expertise. Working with a financial advisor can help you:​

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Learn to talk more effectively about finances with a partner or family members.

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Identify your top life and financial goals—and how to achieve them.

 

Get the support and guidance you need it most—during a divorce, the loss of a loved one or an unexpected change.

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Navigate big life changes—marriage, career shifts, retirement—without financial stress.

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Explore your options when it's time to make a financial decision.​

 

Stay organized and in control of your financial future.

Financial Independence for Women Ebook Series

These FREE ebooks will teach you how to get back on track with your finances, support yourself financially and empower you to reach your life goals. 

Ebook series for independent women in midlife

What to Know About Working with Me​

Fee-Only | Fiduciary | Fully Independent 

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I'm Michelle Francis, a fee-only, fiduciary financial advisor. I offer comprehensive financial planning, retirement planning and investment management —always with your best interests in mind. I can meet in person in the Denver Metro area and virtually across the U.S.

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Since I'm not affiliated with a broker dealer or insurance company, I can offer flexible pricing including a flat fee for comprehensive financial planning, an asset-based fee for investments and an hourly fee for financial advice.

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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.

Financial advisor Michelle Francis

What Clients Are Saying

“We've never worked with a Financial Advisor before, but Michelle made us feel comfortable from the beginning. She has been very patient with us as we merged numerous retirement accounts and either took care of those she could herself, or walked us through how to make the changes. She has advised us on retirement, life insurance, health insurance, long-term care insurance, and numerous other items. She really gets to know your financial and life goals, and risk tolerance to advise appropriate solutions. We highly recommend her."

MDT, Current Client

"Michelle is not only professionally adept at her assessment and handling of our financial needs, but she listens and remembers our concerns, timing issues, and - yet - remains flexible as life "happens". We enjoy our meetings and have found the outcome of our selection of how and where to place our investments to be productive and fitting. She has excellent customer service with empathy and an appropriate sense of humor. Further, she is technologically adept and patient to assist us through the various online processes. We appreciate her so much!"

Anonymous, Current Client 

"My wife and I had saved all of our working lives, but never sat down with anyone to formulate a plan for retirement. As retirement approached, the lack of a plan became more and more unsettling. Fortunately, we got connected with Michelle Francis. Over the course of a few short meetings, she helped identify our priorities and formulated a workable plan to achieve our goals. A solid strategy but with plenty of flexibility if needed. We are now retired and sleeping well knowing we have Michelle guiding us. We would recommend Michelle to anyone needing to have a plan for retirement."

Todd Ball, Current Client 

Testimonials were provided by current clients of Life Story Financial and may not be representative of the experiences of other clients. Clients were not compensated, nor are there material conflicts of interest that would affect the given testimonials. You can view a complete list of the firm's Wealthtender Certified Advisor Reviews™ on the reviews page.

Ready to Plan for the Next Chapter in Your Financial Life?

Schedule a no-cost, no-obligation introductory call to learn more about my fee-only financial services including financial planning, retirement planning and investments.

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