Comments on: Michelle Francis https://wealthtender.com/financial-advisors/michelle-francis/ Enjoy life more with less money stress. Sun, 04 Feb 2024 19:03:29 +0000 hourly 1 https://wordpress.org/?v=6.4.3 By: LindaMeltzer https://wealthtender.com/financial-advisors/michelle-francis/#comment-11983 Sun, 04 Feb 2024 19:03:29 +0000 https://wealthtender.com/?post_type=provider&p=24542#comment-11983 Hi Michelle,
I am Linda Meltzer, owner of The Cents of Money, and I hope to publish an article in the Associated Press and a few other outlets. I am contacting a few female financial advisors per recommendations from Brian Thorp of Wealthtender as part of the “Request For A Quote from you and a few select others.
My topic is how women’s relationship status (married, single, divorced, and widow) impacts their financial planning. Equitable Advisors’ study provides statistics on women handling short/long-term goals at different stages. Questions for women financial advisors in particular:
1. What is your experience with women who are married or partnered versus uncoupled ( those who never married, or recently divorced or widowed) in seeking financial help regarding focusing on short-term or future goals like creating a retirement plan?
2. Do married women tend to rely more on their spouses to deal with their retirement plans as a couple or as individuals?
3. Do single women more readily plan for their retirement plan than married women?
4. Does age or generation play a role in a woman’s focus on short-term or long-term plans (the latter would be investing, saving for kids’ college, or retirement?
Thank you for being so helpful! I have always gotten great insights from those who respond, I appreciate your time, Linda

]]> By: Jenny https://wealthtender.com/financial-advisors/michelle-francis/#comment-11484 Wed, 27 Sep 2023 21:13:16 +0000 https://wealthtender.com/?post_type=provider&p=24542#comment-11484 Hello,

My name is Jenny. I’m reaching out to in regards to seeking advice for best way to get out of debt with finding the best way for my federal student loans . Also I wanted to work on managing in finance to built up a savings past the 3 month emergency fund so that I can save up for other goals such a buying a house and other goals. Hope to hear from you.

]]> By: Meg Valentine https://wealthtender.com/financial-advisors/michelle-francis/#comment-9977 Fri, 10 Mar 2023 17:10:20 +0000 https://wealthtender.com/?post_type=provider&p=24542#comment-9977 Hi Michelle,

I am interested in learning more about your services. I used to have an hourly person that I paid upfront for 10 hours per year. And it was great. But she was very reasonable.

I have let my financial health really go unattended and need someone to help me soon.
Are you available to chat? Or do a call or zoom meeting?

Meg Valentine
Thornton, CO
303-717-3301

]]>