130: Stacy Francis, Farnoosh's Financial Planner Tells All!

Published: May 21, 2015, 7 a.m.

b'I talk about this amazing woman from time to time on the show\\u2026 and figured I HAVE to once and for all shine a light on her and have her share her insights and advice with my audience. I\\u2019m honored to introduce our guest today, my financial planner, Stacy Francis, founder of Francis Financial, a holistic fee-only financial planning and wealth management boutique here in New York City. She is a nationally recognized financial expert and a Certified Financial Planner\\u2122 (CFP\\xae). Stacy comes with over 18 years of experience in the financial industry and is also a Certified Divorce Financial Analyst\\u2122 (CDFA\\u2122). She appeared on NBC, PBS, CNN, and many other TV outlets\\u2026 and contributed to over 100 major publications such as\\xa0Investment News,\\xa0The New York Times,\\xa0The Wall Street Journal\\xa0and\\xa0USA Today. In addition, Stacy received numerous awards, including The Heart of Financial Planning Award from the Financial Planning Association (FPA) and was listed as a national Money Hero by CNN\\xa0Money Magazine.Three takeaways from our interview:-- The most popular objection Stacy hears from prospective clients.-- How to know if you would be well off working with a robo advisor.-- The biggest mistake she made with her money \\u2013 and yes, financial advisors make mistakes!


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