Francis

The Francis app is a financial wellness tool for daily living. Sponsored by your employer, this app safely and securely allows you to score your financial health, evaluate spending habits, track retirement readiness, and establish a spending plan through the Dashboard. The App’s intuitively designed tools and calculators help you get out of debt, understand social security, decide whether to save pretax or Roth, and offers investment advice specific to your employer’s retirement plan.

The App’s profile section includes, Moolatude ®, a financial personality tool that results in a customizable avatar, as well as reminders for upcoming meetings with your Financial Planner, and specific details helpful to understanding your employer’s retirement place.

Most importantly, the Francis app makes selecting and connecting with your employer-sponsored Financial Planner quick and easy. After selecting your planner, you can call, text, email, or schedule a meeting with them any time at the push of a button. Best of all, since the planners are all salaried without any products to sell, they are free to provide personal financial wellness advice on all your money study, making them the fiduciaries you can trust. Se Habla Español.