Sally Francis

Sally began partnering with Seniors Servicing in 2019, lending her expertise as a daily money manager. In her work, Sally can help clients manage their personal finances, from setting up a system to pay monthly bills to monitoring and paying credit card statements to managing reimbursement payments. We also can help with budgeting, cash flow analysis, tracking income and expenses, and more.

Sally’s professional background includes years of experience in operations and compliance for a private wealth management and investment firm and project management for scientific and trade organizations. She owns a local consulting firm that specializes in bookkeeping and data management for small businesses and individuals. Sally has a degree in Publishing Administration and Methods from The Ohio State University and is a member of the American Association of Daily Money Managers. 

Beyond her work, Sally spends time serving within the community with various volunteer organizations, including neighborhood outreach programs at Broad Street Presbyterian Church and with the Highland Youth Garden as a Franklin County Master Gardener Volunteer. Many of Sally’s hobbies include gardening-related activities in support of schools and education. She and her husband enjoy spending time with family and friends and watching their suburban backyard wildlife.