How to Introduce Michelle Francis,
Financial Planner 

If you know someone who has ever said something like:

• "I keep ignoring my finances because I get overwhelmed just thinking about it."

• "I want to slow down or retire soon but have no idea when I can do that or how to prepare."

• "My partner always took care of our finances. Now that I’m on my own, I don’t know what I should do."​

They might benefit from working with someone like me. 

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As a financial planner, I help my clients:

• Increase their confidence when making financial decisions.

• Talk through emotional life changes that affect their money, like divorce or death.

• Prepare for big life transitions like marriage, having kids, a new job, a career downsize or retirement.

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Who’s my ideal client?

I specialize in working with women and couples who are established professionals, in leadership roles or own a small- to mid-sized business.

• They’re willing to talk openly about their life and money.

• They want help making their financial decisions.

• They’re ready to take action with their finances.

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How am I compensated and what services do I offer?

My firm is a registered investment advisory (RIA), so I don’t work for a brokerage firm, bank or insurance company. That means no commissions or kickbacks and flexible pricing including:

• A flat fee for financial planning packages—ranging from entry-level to comprehensive. 

• An asset-based fee for investment management.

• ​An hourly fee for financial advice.

 

When you refer someone to me, they can expect:

• Clear communication that's free from judgement or jargon and tailored to their unique needs.

• A focus on creating positive financial outcomes that align with their most important life values.​

• Fiduciary financial advice and transparent, appropriate fees. 

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Client reviews

Click here to see what clients have to say about my approach to financial planning. 

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Sample email introduction

You can cut and paste from below to send someone my information.

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Dear [FIRST NAME],

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Michelle Francis is a fee-only financial advisor that helps her clients feel less overwhelmed about their finances and more prepared for the future. You recently mentioned [fill in their concern here]. I believe you could benefit from scheduling a free consultation with her. You can click here to visit her website, click here to schedule a call with her and find her direct contact information below.

 

Website: www.lifestoryfp.com

Email: michelle@lifestoryfp.com

Phone: 720-307-8901 

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I hope this helps,

[YOUR NAME]

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