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Start Your Next Chapter with a Trusted Financial Partner
Michelle Francis, Founder of Life Story Financial
I believe open, honest conversations about life and money are the foundation of true well-being. But taking that first step isn’t always easy. You might feel overwhelmed by information, uncertain about big financial decisions, or unsure of where to begin.
That’s exactly why I do what I do. I create a judgment-free space where you can talk openly about your finances and your future. Together, we’ll clarify what matters most and begin building a plan that reflects your unique story. Your values, your goals and the life you want to live.
As a fee-only fiduciary advisor, I offer financial planning and investing tailored to the chapter you're in, with advice that’s always in your best interest.
Below, you'll find frequently asked questions, an overview of my planning packages and client feedback so you can learn more before we connect. I’m excited to hear your story and explore how we might work together. Talk to you soon!
FAQs Before Your Call
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Guiding YouThrough Every Chapter of
Your Financial Story
No matter where you are in your financial life, these planning packages are designed to meet you there with guidance that’s practical, personal and built around your goals.
During our call, we'll explore the planning package that's the best fit for you and talk about what that includes.
1
Start Your Wealth
Plan
Perfect for early-career professionals or anyone ready to become more intentional with their money. This plan helps you get organized, build smart habits, and lay the foundation for long-term wealth.
2
Grow Your Wealth
Plan
Designed for professionals in their peak earning years. You’ll get deeper planning support and guidance for complex situations including investing, taxes, equity compensation and business ownership, just to name a few.
3
Sustain Your Wealth
Plan
Ideal for those nearing or in retirement who want to make the most of what they’ve grown. This plan focuses on income planning for your lifestyle, reducing taxes and how to sustain your wealth for the years ahead.
What My Clients Say: Real Stories, Real Impact
Here’s how clients felt after focusing on their financial life with the support of Life Story Financial.
MDT, Current Client
“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."
Anonymous, 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!"
Todd Ball, 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."
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.