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- Custodian
- Assetmark
- Clients
- Retail
- Platforms
- PrimeEmber +more
- Established Date
- 05-27-2022
- Office Locations
- 1
Office Locations
About Life Story Financial
Life Story Financial is a fee-only, fiduciary RIA led by founder Michelle Francis, providing life-focused financial planning and investment management for independent women and female-headed households. The firm offers packaged engagements for early-, mid-, and late-career/near-retirement clients, with guidance through major transitions like divorce, loss, and retirement. Serves clients nationwide and publishes a free Financial Independence for Women ebook series.
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Owner & Executives
MICHELLE RENE FRANCIS
Chief Compliance Officer, Financial Planner, Founder
- CRD
- #6732786
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,896,453 | -- |
| Non-Discretionary | $0 | -- |
| Total | $8,896,453 | -- |
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Separately Managed Accounts
Total SMA Asset: $8,896,453
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $4,344,012,851 | 57.8% |
| Cash | $3,171,580,317 | 42.2% |
| Total | $7,515,593,168 | 100.0% |