Michelle Francis
Fee-Only Financial Advisor for Women
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Serving Clients Nationwide
Fee-Only Financial Advisor for Women
Areas of Focus
- Employee Stock Options
- Investment Management
- Retirement Planning
- Setting Up Retirement Accounts
- Women & Wealth
About Michelle Francis
Hi, I'm Michelle Francis. I believe open, honest conversations about life and money can lead to overall well-being. I help women and couples in executive leadership and entrepreneurial roles who want an organized financial life and a long-term plan for their own and their family's financial future—so they can worry less and enjoy more. I take a thoughtful but efficient approach to planning and deliver advice that's free from judgment (and jargon)!📜 We All Have A Story - Here's Mine:
While growing up in Colorado, my parents helped me develop a strong work ethic and sense of financial responsibility. They showed me how to open a checking account, balance my checkbook, and save for the things I wanted, like my first car.
I spent my early career in telecommunications before being laid off during the dot-com bubble. From there, I decided to switch gears and enter the more people-focused world of PR and marketing. I then launched and ran a successful PR firm and experienced the joys (and challenges!) of entrepreneurship.
While I loved listening to my PR clients' business stories, I felt like something was missing: their work was only part of what drove them. I was ultimately drawn to financial planning because money, in all its forms, is at the heart of our life stories. I'm especially passionate about helping other women improve their financial IQ.
😀 How I Spend My Free Time:
I love taking family-friendly vacations and getting outside with my husband and three very active, elementary-school-age children. I also enjoy volunteering, reading psychological thrillers and teaching my kids about money. In fact, I regularly bribe them with extra allowance for doing extra chores!
💗 Interesting Fact About My Family of Five:
Two of my three children have a rare disease called PKU, so I appreciate the emotional and financial struggles of raising children with a chronic disease or special needs.
Affiliations
-
Fee Only Network
- National Association of Personal Financial Advisors
- XY Planning Network
- National Association of Personal Financial Advisors
Primary Location
Arvada, CO 80007
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Flat Fee
- Hourly Rate
- Percentage of Assets Managed
What to expect in the first meeting
Before an introductory call with me, I encourage you to watch my intro video and visit my website for an overview about me and my comprehensive financial planning, hourly financial advice and investment management services. It'll also be helpful to identify your top financial concerns so you can share them with me during our call.Offers Investment Management
Yes
About Life Story Financial
Life Story Financial provides comprehensive and hourly financial planning, retirement planning and investment management to independent women, top female earners and their partners to help them organize, grow and protect their assets through life’s big transitions.Why My Firm is Focused on Financial Planning for Women:
I experienced both a divorce and a corporate layoff early in my career. This led to a long period of financial instability. To take back control, I had to educate myself about my money to make smarter decisions about my financial future.
I learned how good it felt to gain financial independence instead of staying financially ignorant. That's why empowering women in similar situations is my passion.
I'm honored when clients share their life stories and allow me to guide them to a better future. This rewarding work brings meaning to my life—which is something I want to help my clients find, too.
My services include:
✅ Financial and Retirement Planning
✅ Retirement Income and Tax Planning
✅ Investment Management
✅ Employer Retirement Plans
✅ Hourly Financial Advice
If you're like most people, your financial decisions are informed by your past. That's where my planning process begins, followed by identifying your life goals and reframing how you think about your finances. From there, we'll work together to connect your money to your life and develop a plan of action aligned to what's most important to you.
Education
Bachelor of Science degree in Business Management from Regis University in Denver, Colo.
Volunteer Experience
Board of Directors, Executive Committee, Two Ponds Preservation Foundation | Member, Jefferson County Women for Good | Member, Arvada Chamber of Commerce | Member, SHE Leads Arvada Chapter
Languages
- English
Hobbies and Interests
- Family
- Horseback Riding
- Reading
- Traveling
- Volunteering
- Working Out
SEC Lookup
View DisclosureFINRA Lookup
View DisclosureWho We Serve
- Business Owners
- Corporate Executives
- Couples
- Dual Income Family
- Gen X
- Gen Y / Millennials
- Government Employees
- Parents
- Single Women
- Technology Professionals
- Widow
- Women in Transition
- Women Professionals
- Women’s Finance
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5 Stars
5 Stars
5 Stars
5 Stars
Michelle has been a great advisor
Cares about her clients!
Michelle is AMAZING!
Very Knowledgeable
Thoughtful advice
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