8/13/2023 0 Comments Stacy francis financial![]() ![]() Knowing what makes you feel secure will put you in a good position to build a positive money relationship as a family. Stacy Francis, the financial planner whose expertise I cite in chapter 6, told me that in the early years of her son's and daughter's lives, she was absent. They’re more likely to pick fights, hide things, or build resentment. That one person has a better sense of what things cost, what the family needs, and what their financial futures might be. When people feel unsafe, they make bad decisions. With an estate plan, it’s making sure your spouse and your kids are taken care of and protected, no matter what happens. With pre- or postnups, you’re committing to how you’ll treat each other, even if the relationship doesn’t go the way you hope. The finance industry has traditionally catered to men,' explains Francis. Stacy attended the New York University Center for Finance, Law and Taxation and. That’s a life and career story that resonates soundly with Stacy Francis, CFP®, CDFA®, CES and president and CEO of Manhattan-based Francis Financial, Inc. These agreements might not feel romantic, but they really are love letters to your family. Stacy is the President and CEO of Francis Financial, which she founded in 2002. Financial Advisors Workshop with Brian Kasal Brian Kasal Business 5. Stacy Francis Title: CEO & President Phone: (212) 374-9008 Fax: (646) 219-6799 IBF Designations: Certified Estate and Trust Specialist - CES Education. ![]() Decide what you need so that you can communicate that to your partner and feel confident.įor many blended families, this includes creating a prenuptial or postnuptial agreement and setting up a complete estate plan. Hosted by Brian Kasal the Founder and CEO of FourStar Wealth in Chicago, IL. That could mean a certain size emergency fund, combining or not combining finances with your partner, or having some money that’s purely your own. Especially if you’re coming from a prior relationship where trust was broken or you’re solid in your system of managing money and big decisions as an individual, instead of a couple. Stacy Francis is the President and CEO of Francis Financial & founder of Savvy Ladies, empowering women to achieve financial independence. I love Maslow’s hierarchy of needs, and as Stacy says, feeling secure is a necessity. ![]()
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