Denver Financial Advisor for Independent Women
Denver Financial Advisor for Independent Women
Arvada, CO 80007
Bachelor of Science degree in Business Management from Regis University in Denver, Colo.
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
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I have the pleasure of knowing Michelle Francis, and while I haven’t personally engaged her services, I can attest to her exceptional character and expertise in the financial realm.
Michelle is truly a rare find – someone who not only possesses an in-depth understanding of financial matters but also genuinely cares about the well-being of her clients. She has an innate ability to empathize with the emotional and financial challenges that people go through, which sets her apart.
What stands out most about Michelle is her approachability and willingness to educate. She takes the time to explain complex financial concepts in a simple and relatable manner, ensuring that her clients are empowered to make informed decisions. This commitment to transparency and education is a testament to her genuine desire to see her clients succeed.
We’ve never worked with a Financial Advisor before, but Michelle made us feel comfortable from the beginning. She has been very patient with us as we merged numerous retirement accounts and either took care of those she could herself, or walked us through how to make the changes. She has advised us on retirement, life insurance, health insurance, long-term care insurance, and numerous other items. She really gets to know your financial and life goals, and risk tolerance to advise appropriate solutions. We highly recommend her.
Michelle has been such a wealth of knowledge for my husband and I in our financial journey. Very thorough in what she does and always has her clients’ best interests at heart. Thanks, Michelle!
I started working with Michelle a few years ago when I was looking for someone I could trust to help me invest and grow my money. I feel like Michelle really listens to me, cares about what’s going on in my life (not just in regards to my finances) and understands what my financial goals are. I trust Michelle 100% and would highly recommend her to anyone out there looking for a financial planner.
I am not the type of person that watches over the market and what it’s doing nor do I ever look at my accounts more than once or twice a year. I don’t know nor do I want to learn about financial “stuff”. Michelle is so good at explaining what she is doing and why with my money. She is able to tell me honestly what went well and what didn’t and explains what the market is doing in simple terms so that I understand. She does a fantastic yearly presentation and is available anytime throughout the year for financial assistance on things that come up. She is smart and keeps up to date on the latest and greatest info and options. I feel confident that I am setup for retirement when that day comes. She is also the type of person that doesn’t lecture or make you feel bad if you slip up and aren’t able to put as much money away or need help getting back on track with a budget. She understands that life happens and that while she enjoys looking at financials and strategizing that not everyone else does. I trust her advice and I recommend her to my all my friends and family.
Michelle is not only professionally adept at her assessment and handling of our financial needs, but she listens and remembers our concerns, timing issues, and – yet – remains flexible as life “happens”. We enjoy our meetings and have found the outcome of our selection of how and where to place our investments to be productive and fitting. She has excellent customer service with empathy and an appropriate sense of humor. Further, she is technologically adept and patient to assist us through the various online processes. We appreciate her so much!
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