Francis LLC 4.04

The Francis app serves as a comprehensive financial wellness tool designed for everyday use. Offered through employer sponsorship, it provides users with a secure platform to assess their financial health, analyze spending habits, monitor retirement preparedness, and develop a personalized spending plan via its user-friendly Dashboard.

Featuring intuitively designed tools and calculators, the app assists users in managing debt, understanding social security options, choosing between pretax and Roth savings, and accessing tailored investment guidance related to their employer-sponsored retirement plans.

Additionally, the app’s profile section includes Moolatude ®, a financial personality assessment that generates a customizable avatar. It also offers reminders for upcoming consultations with Financial Planners and relevant details to enhance understanding of your employer's retirement options.

Crucially, the Francis app simplifies the process of selecting and connecting with your employer-sponsored Financial Planner. Users can easily communicate via call, text, email, or schedule meetings at their convenience with just a button press. Since the planners are salaried and do not sell products, they are positioned to offer unbiased personal financial wellness advice across all aspects of money management, establishing them as trustworthy fiduciaries. Se Habla Español.