Life Story Financial LLC

Fee-Only Financial Advisor for Women & Couples

Financial planner (show on map)

5.0

★★★★★

7 reviews

Life Story Financial helps high-earning women, female-led households and couples make confident financial decisions through coordinated financial planning, investing and retirement planning.

Call (720) 307-8901

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About

Life Story Financial LLC is a registered investment advisor serving Denver Metro locally and the United States virtually. Founded by Michelle Francis who experienced divorce and layoff early in her career, leading to her passion for helping women achieve financial independence.

They offer fee-only fiduciary advice with no commissions, fully independent guidance with no product quotas, and life-focused financial plans aligned with your life chapter.

Fee-only fiduciary - no commissions

Fully independent - no product quotas

Life-focused financial plans

Integrated investing aligned with life goals

Services

Grow Your Wealth Plan

For mid-career professionals building wealth who want help making smarter decisions about investing, taxes and long-term financial planning.

Investing Guidance Tax Planning Long-term Financial Planning

Sustain Your Wealth Plan

For those approaching retirement who want help optimizing their retirement income, investments and tax strategy for the next phase.

Retirement Income Optimization Investment Strategy Tax Strategy

Start Your Wealth Plan

For those just starting their financial journey.

Financial Planning Getting Started

Investment Management

Integrated investing aligned with your life goals instead of market trends.

Portfolio Management Life-Aligned Investing

Credentials & Certifications

Registered Investment Advisor

Reviews

Rating

★★★★★

Reviews

"Michelle is knowledgeable, professional, and a pleasure to work with."

Frequently Asked Questions

What makes Life Story Financial different? +

Fee-only fiduciary advisor - always in your best interest with no commissions. Fully independent - no product quotas mean unbiased guidance. Life-focused financial plans aligned with your life chapter. Integrated investing aligned with your life goals instead of market trends.

Who do you serve? +

Thoughtful professionals - particularly high-earning women, female-led households and couples - who want guidance coordinating their investments, taxes and major financial decisions.

What are the planning options? +

Grow Your Wealth Plan for mid-career professionals. Sustain Your Wealth Plan for those approaching retirement. Start Your Wealth Plan for those just starting.