Divorce & Your Financial Security with Stacy Francis

EP: 139

Stacy Francis

Divorce & Your Financial Security


A lot of people stay in unhappy marriages because they don’t think they can afford not to. But if you’re willing to take a close look at your finances and enlist the help of the right professionals, you can come to a peaceful resolution and navigate a divorce settlement that ensures your financial security for the long term.

Stacy Francis is the Founder and CEO of Francis Financial, a fee-only, boutique wealth management, financial planning and divorce financial planning firm. A nationally-recognized financial expert with 18-plus years in the industry, she is a Certified Divorce Financial Analyst (CDFA), Divorce Financial Strategist and Certified Estate and Trust Specialist (CES). Stacy is also a member of the Forbes Finance Council, and she has appeared on CNBC, PBS and Good Morning America, among many other media outlets.

On this episode of Divorce Dialogues, Stacy joins Katherine to explain why people are reluctant to take a close look at their finances and how she helps people get past their fear of judgement around money. She describes what differentiates a CDFA and how they can help you, offering advice on what questions to ask as you select your team of divorce professionals. Listen in for insight on making sure you’re financially secure after divorce and take the first step to getting a clear picture of your money situation.

Topics Covered

The most important thing you can do to make sure you’re financially secure for the long term after divorce

Why people are reluctant to take a close look at their finances

How Stacy’s team helps people get past their fear of judgement around money

The first step for getting a clear picture of your money situation

How you might use COVID to initiate a conversation with your spouse about your financial situation

What differentiates a Certified Divorce Financial Analyst and how they can help you

Identifying what YOU need in a settlement to feel comfortable, knowledgeable and financially secure

What to look for in a CDFA

How the process and professionals you choose impact your ability to achieve a peaceful resolution

Stacy’s top three tips for those of us contemplating divorce

Connect with Stacy Francis

Francis Financial

Connect with Katherine Miller

The Center for Understanding Conflict

Miller Law Group

Katherine on LinkedIn

The New Yorker’s Guide to Collaborative Divorce by Katherine Miller

Email katherine@westchesterfamilylaw.com

Call (914) 738-7765

Resources

NAPFA

The Francis Financial White Paper