Michelle Francis, Founder/Financial Planner, Life Story Financial
Michelle Francis is the owner of Life Story Financial located in Arvada, Colorado. She’s a fee-only, fiduciary financial planner that helps her clients feel less overwhelmed about their finances and more prepared for the future. She offers life-focused financial services in person in Denver Metro and Boulder and virtually across the U.S. which include:
• Financial Planning
• Retirement Planning
• Investment Management
• Employer Retirement Plans
She helps her clients:
• Increase their confidence when making financial decisions.
• Talk through emotionally difficult life changes that affect money, like divorce or death.
• Anticipate and prepare for life transitions like marriage, a new job, launching and growing a small business or retirement.
While traditional financial planning tends to only cover money-related topics like income, cash flow, taxes, investments and insurance, what’s typically left out is someone’s unique money story. That’s why she starts by identifying the “why” behind her clients’ money and goals before doing a deep dive into the numbers.
She charges a flat fee for financial planning and an asset-based fee for investment management and employer retirement plans instead of earning a commission from selling products. She’s independent, so is not affiliated with a brokerage firm, bank or insurance company.
Michelle specializes in working with independent women and female-led households. Her clients tend to be mid- to late-career and work in a corporate leadership role or own a small- to mid-sized business. They are willing to talk openly about their life and money, want help making financial decisions and are ready to take action in their financial life.
Accountants/CPAs, estate planning and divorce attorneys, insurance agents, insurance brokers, financial coaches, financial therapists, life coaches, Realtors and home organizers.
Located in Arvada, CO
Life Story Financial LLC is a registered investment advisor offering advisory services in the State of Colorado and in other jurisdictions where exempt. Registration does not imply a certain level of skill or training.