Fee-Only Financial Planner located in New York, NY and serving clients in the tri-state area and across the country. Specializing in working with women going through a life-change such as divorce, widowhood, or sudden wealth.
Natalie Colley is a New York, NY fee-only financial planner. Francis Financial, Inc. provides comprehensive financial planning, wealth management, and divorce planning to help clients navigating a life transition organize, grow and protect their assets. As a fee-only, fiduciary, and independent financial advisor, Natalie Colley is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Natalie Colley, an Associate Advisor with the firm, works directly with clients to help them reach their financial goals. Specifically, she partners with clients on topics ranging from retirement planning, education funding, charitable giving, insurance preparedness and portfolio management. Natalie’s passion for personal finance began at a young age, and she opened her first Roth IRA at age 19 (and convinced her college roommate to do the same).
Professionally: Natalie received a Bachelors of Science in chemical engineering at the University of California, Santa Barbara (UCSB). On the West Coast, she worked as an engineering consultant on large capital projects at pharmaceutical companies such as Genentech/Roche, Bayer, Novartis, and BioMarin, to name a few. Natalie moved to New York City in 2013 to work as an engineer at Perrigo, the world’s largest manufacturer of store-brand pharmaceutical products. After 7 years as an engineer, she realized that her passion for finance overshadowed her engineering career path and decided to make the switch. Natalie passed the Certified Financial Planner exam in July 2017, obtained the Certified Divorce Financial Analyst designation in June 2019, and is continually working to deepen her knowledge in the profession.
Personally: Natalie is kind, sharp and full of positivity. Her favorite activity outside of work is running with friends, which she does every Saturday. Her athletic pursuits led her to place 2nd in her age group in the Escape from Alcatraz Triathlon in 2011.
Natalie and her husband love to travel and enjoy visiting wine regions in France to discover the best French wines. If she could be anywhere else in the world, Natalie would travel to Florence Lake in the Sierra Nevada Mountains where her family has taken yearly trips since she was only 9 months old.
Favorite quote: “The will to do, the soul to dare.” – Sir Walter Scott
Francis Financial was formed in 2002 with the purpose of doing things differently in the wealth management industry and to provide clients with independent advice, transparency and individual attention.
We are an independent, fee-only boutique wealth management, and divorce financial planning firm dedicated to providing ongoing comprehensive advice for women going through transitions, such as divorce, widowhood and sudden wealth. We have a fiduciary responsibility to act in our clients' best interest. We do not have ties to commissions or compensation from outside sources, so clients know that they can trust our advice.
Our team specializes in divorce financial planning and plays a vital role in making sure that our clients sustain financial peace of mind during and after their divorce.As Certified Divorce Financial Analysts (CDFA®), we work hand in hand with our clients and their team of divorce professionals to understand how the financial decisions they make during their divorce will impact their future.
When working with clients in transition, we model the outcome of their divorce settlement and offer a clear and independent image of what their financial future may look like if they choose one settlement option over another. Our team is trained and knowledgeable about individual states' divorce laws and helps our clients answer questions regarding budgeting, alimony, tax planning, home sales, asset distribution, insurance and other factors that are crucial in determining their ideal settlement and attaining long-term financial security.
Francis Financial is honored to be the recipient of numerous industry awards, such as the Women’s Choice Award, Wealth & Money Management Award for divorce financial planning team of the year, Financial Planning Association’s Heart of Financial Planning Award and Financial Planning Magazine’s Pro Bono Award. Most recently, AdvisoryHQ listed Francis Financial as one of the Top 9 Best Financial Advisors in New York, NY.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Divorce Financial Planning (before, during, and after)
- Financial Planning after losing a spouse
- Planning for families with special needs children
- Comprehensive Financial Planning
- Investment Management
- Retirement Income Planning
- College Education Planning
- Tax Planning
- Women who are new to managing finances
- Divorced or widowed
- Sudden Money Situations
- Growing Families
- Retirees and Near Retirees
- Business Owners and Executives
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation for anyone who reaches out
Professional Designations & Affiliations
Natalie Colley is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Natalie Colley is a Certified Divorce Financial Analyst® (CDFA®)
A CDFA® professional is a financial professional skilled at analyzing data and providing expertise on the financial issues of divorce. The role of the CDFA® professional is to assist the client and his or her attorney to understand how the decisions he or she makes today will impact the client’s financial future. A CDFA® can take on many roles in the divorce process: Financial Expertise and Strategy, Data Collection and Analysis, Expert Presenter and Litigation Support. In some cases, CDFA® professionals are called upon to act as expert witnesses in court or in mediation proceedings.
Contact Natalie Colley
New York, NY 10006