How to Introduce Michelle Francis,
Financial Advisor 

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."

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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.​

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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 for her online calendar 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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