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Sunaina Mehra
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Work Experience
Company Details
11-50 Employees
Francis Financial, Inc. is an award winning, Boutique Wealth Management and Financial Planning firm dedicated to providing successful individuals and families personalized financial guidance. Our fee-only approach promises objectivity in our recommendations and services to you, and provides fiduciary loyalty and financial peace of mind to our family of clients. Our firm specializes in servicing clients with approximately $2-3 Million and more in investible assets. We also specialize in Divorce Financial Planning, where we analyze and forecast the short-term and long-term impacts of any given settlement, and offer unbiased recommendations to our clients. We work closely with Divorce Attorneys, mediators, coaches and other divorce professionals through this process.
Year Founded
2002
Social Media
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Industry
Financial Services
HQ Location
39 Broadway Suite 1730 New York, NEW YORK 10006, US
Keywords
Fee-Only Financial PlanningFee-Only Wealth ManagementFee-Only Divorce Financial PlanningWomen-Centric Client BaseFee-Only Financial Advisory for Widows
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