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How to Introduce Michelle Francis,
Financial Advisor 

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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 a financial advisor like me. I'm different because I start by identifying the “why” behind my clients’ money before diving into money-related topics like income, cash flow, taxes, investments and retirement. I can work with clients in person or virtually across the U.S. I charge a flat fee for comprehensive financial planning, an asset-based fee for investments and an hourly fee for financial advice.

Sample email introduction

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


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 for her online calendar and find her direct contact information below.




Phone: 720-307-8901 

I hope this helps,


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