MichelleFrancis- Financial Advisor Arvada, CO

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About Michelle Francis

I'm the owner of Life Story Financial, a fiduciary and fee-only Registered Investment Advisor firm. This means I don't sell investment and insurance products or make commissions. I work for my clients, rather than a broker, bank or insurance company. I specialize in empowering independent women and female-headed households to make informed decisions and positive changes with their money and finances.

For most people, their financial decisions are informed by their past. That's where my financial planning process begins, followed by identifying each clients' life goals and reframing how they think about their finances. I connect their money to their life and develop a plan of action aligned to what's most important to them. I believe the numbers won't matter if a plan fails to take into account someone's key values and life goals.

In my free time, I enjoy taking family-friendly vacations and getting outside with my husband and three very active, elementary-school-age children and our Jack Russell terrier. I also enjoy trying new restaurants, volunteering in my community, reading psychological thrillers and teaching my kids about money.

See Disclosures

General Information

Firm Start Year

2022

No. of Employees

CRD#

6732786

Firm CRD#

319662

Name of Broker/Dealer

Name of Custodial Firm

AssetMark Trust

States Licensed in

Colorado

Years of Experience in Financial Services

Number of Years with Current Firm

Work Experience

Financial planning is a second career for me, which gives me unique insight from my work in the corporate world and as a small business owner. I started training at a boutique wealth management firm in 2016, and became fully licensed in early 2018. I founded my Registered Investment Advisor firm in 2022.

Work with the following types of clients

Individual Investors

Foreign Languages Serviced

English

Advisory Services Provided

Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting

Compliance

Registered Investment Advisor

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Securities Licenses

Series 7, Series 66

Firm Information

Firm's Number of Clients

Firm's Number of Planning Clients

Firm's Number of Managed Clients

Assets Managed by Firm

$3,885,235

Advisor's Number of Clients

Advisor's Number of Managed Clients

Advisor's Number of Planning Clients

Assets Managed by Advisor

$3,885,235

Compensation and Fees

Fee Structure

Fee-Only

Minimum Portfolio Size for New Managed Accounts

$100,000

Compensation Methods

Flat Fee, Hourly, Based on Assets

Fee % Based on Assets

Hourly Rate

$300.00

Additional Details on Charges

Flat fee comprehensive financial plans starting at $4,000, based on based on income, assets and overall complexity.

Minimum Fee Charged for Managed Accounts

$1,250

Minimum Fee Charged for Hourly Planning Accounts

$300

Education

Bachelor of Science - Business Administration and Human Resources

Regis University
1997 -2004

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1891963/paladinregistry-Life-Story-Financial-detailed-disclosure.html

Disclaimer

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.

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Paladin Research Report For:

Michelle Francis

Life Story Financial