Adfi_logo

Michelle Francis | Financial Advisor

Profile img for Michelle Francis, financial advisor at Life Story Financial
Arvada, CO
Michelle Francis
Financial Advisor
Financial Planner and Founder at
Life Story Financial

Verified Identity

Important Disclosures

Allow Me to Introduce Myself
Money should support your life, not overwhelm it. I help independent women and female-headed households build financial plans that do just that. Hi, I’m Michelle Francis, a fee-only financial advisor and the founder of Life Story Financial. I offer financial planning, retirement planning and investment management—serving clients in person in the Metro Denver, CO area and virtually nationwide. My approach is thoughtful, efficient and free of judgment. Unlike traditional advisors who focus solely on the numbers, I start by helping clients uncover the why behind their money. Life Story Financial is 100% independent, fiduciary and commission-free. I offer flexible pricing, including flat-fee planning, hourly advice and asset-based investment management.
More

Specialties and Expertise

5
Tax Minimization Investment Strategies
Retirement Income
Business Ownership Strategies
Portfolio Construction
Cash Flow Analysis

Clientele

9
Retirees
Business Owners
Tech Employees
Businesswomen
Women in Tech
Corporate Executives
Divorcees
Surviving Spouses
Single Mothers

Credentials and Designations

1
credentialsImg

Series 66 - Uniform Combined State Law Exam

Education

1
Regis University, DenverBachelor of Science in Business AdministrationYear Obtained: 2004

Job History

5
Western Wealth ManagerFinancial Advisor2020-2022
PBS Wealth ManagementFinancial Advisor & Marketing Director2016-2020
PR Unscripted Founder and PR Consultant2010-2020
Philosophy CommunicationAccount Manager2006-2010
Level 3 CommunicationsProject Manager & Regional Manager1998-2006
Quick Facts About Michelle
Years of Experience:8 yearsMember since:2023

Services Provided

How I help my clients

Financial Planning

service_img
More

Investment Management

service_img
More

Retirement Planning

service_img
More

Tax Planning

service_img
More

Pricing Models

AUM
Flat Fee
One Time Fee
Hourly Fee

Proof of License

SEC Profile
profile_picture
Arvada, CO
Michelle Francis
Financial Advisor
Financial Planner and Founder at
Life Story Financial
AdvisorFinder Disclosure
To maintain a verified listing on this Website, a financial firm or financial professional must pay a subscription fee to AdvisorFinder (please click here for details). AdvisorFinder is not a client of any firm or advisor listed on this Website (advisors are subject to this agreement). Fees are not specifically payable in consideration of any "endorsement". AdvisorFinder search results are conferred based on standardized and automated factors without regard to any financial firm compensation to AdvisorFinder. However, the compensation paid by a financial firm or financial professional to AdvisorFinder creates a material conflict of interest of which prospective clients of a financial firm should be aware.
Advisor Disclosure
Life Story Financial LLC is a registered investment advisor offering advisory services in the State of Colorado, Washington, D.C. and in other jurisdictions where exempt. Registration does not imply a certain level of skill or training. Member FINRA/SIPC.
Profile last updated: 04-27-2025