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

So Money with Farnoosh Torabi

Farnoosh Torabi

Business, Entrepreneurship

4.7 • 2K Ratings

🗓️ 21 May 2015

⏱️ 30 minutes

🔗️ Recording | iTunes | RSS

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Summary

I talk about this amazing woman from time to time on the show… 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’m 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™ (CFP®). Stacy comes with over 18 years of experience in the financial industry and is also a Certified Divorce Financial Analyst™ (CDFA™). She appeared on NBC, PBS, CNN, and many other TV outlets… and contributed to over 100 major publications such as Investment News, The New York Times, The Wall Street Journal and USA 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 Money 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 – and yes, financial advisors make mistakes!

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Transcript

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0:00.0	So Money episode 130, Stacey Francis.
0:05.4	You're listening to So Money,
0:07.4	with award-winning money guru Farnu Shorabi.
0:09.8	Each day, get a 30 minute dose of financial inspiration from the world's top business minds,
0:15.2	authors, influencers, and from Farnuus herself.
0:19.5	Looking for ways to save on gas or double your double coupons?
0:23.2	Sorry, you're in the wrong place.
0:25.2	Seeking profound ways to live a richer, happier life.
0:28.7	Welcome to So Money. Welcome back to So Money everyone. Such an honor to have you joining me on the show. I know you've got a lot of different
0:38.2	podcasts to choose from and you've decided to spend some time with us here today and today's guest. I'm so excited because I feel as though she is someone who for me has been a guiding light in this world of finance.
0:52.0	She is our financial planner in the Terabi-Dewsinger household.
0:56.2	And I've talked about her on the show many times,
0:58.5	and so I thought, naturally, let's bring her on
1:00.4	because people must have some curiosity around who this person is and also want to hear
1:04.8	about her insights and her takes on managing money well.
1:08.4	Her name is Stacy Francis.
1:10.6	I'm honored to introduce her as our guest today. She is the founder and CEO of Francis Financial, a holistic fee-only financial planning and wealth management boutique here in New York.
1:22.5	She is a nationally recognized financial expert
1:25.8	and obviously a certified financial planner.
1:28.3	She comes with over 18 years of experience in the industry.
1:32.0	She's also a certified divorce financial
1:34.4	analyst as that is something more and more people are in need of. She is a
	...

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