Expertise Where It Counts
Expertise Where It Counts In certain areas of personal finance such as college planning, our team at the DiFrancesco Virtual Family Office consists of subject matter experts that are ready to provide you the best guidance whenever possible. What does that mean? It means you’re able to receive quality advice under one roof for any […]
Don’t Forget This Tax Advantage
Don’t Forget This Tax Advantage As a business owner, you want the best for you and your business. Matt DiFrancesco, Financial Coach at DiFrancesco Virtual Family Office, shares this great tool that many businesses underutilize when taking care of themselves, their business, and their employees. Have a question? Send us a message. [wpforms id=”950″]
When Debt Makes Sense
When Debt Makes Sense Depending on the situation, incurring debt can be used to your advantage. In today’s video, we share a couple of stories to consider when we recommend using debt or excess cash. Does either of these stories resonate with you? Are you having similar conversations with yourself or your family about your […]
Good Disruptions!
Good Disruptions! Disruptions happen every day, in good ways and bad. With the bad, you might feel upset, sad, angry, or confused. Instead, breathe and approach your disruption as an opportunity. Matt DiFrancesco, your Personal Financial Quarterback, gives us a quick lesson about why bad disruptions might be a good thing for your life and […]
What Will Happen To Your Business?
What Will Happen To Your Business? You’re ready to retire and your business can’t come with you. Who do you decide to hire to uphold your legacy who also values the years of hard work you put into your business? Finding a successor can be easy for some and difficult for others. Will it be […]
How To Ease Financial Transitions
How To Ease Financial Transitions Planning your estate can be one of the most difficult conversations you’ll need to have, but it is a conversation that everyone eventually needs to partake. While it might be difficult, it is one of the most important things you can do to take care of yourself, your beneficiaries, and […]
Take Control Of Your Finances
Take Control Of Your Finances Our five-step financial planning process is based on your ideal lifestyle, effective communication, and tangible results. We encompass your current situation with your goals and values to deliver and monitor a financial solution that works with you, not against. Speak with us and we’ll do a complimentary brief assessment so […]
“Transparency” Is Our Middle Name!
Do you currently know what your advisor’s fees are? Unlike some financial advisors, we pride ourselves around our transparent fees and services so you are confident about every step we guide you through during our financial planning process. Receive a FREE no obligatory fee analysis and determine how your current fees measure up to real […]
Step 5: Monitoring Your Long-Term Success
Step 5: Monitoring Your Long-Term Success In the final step of our video series, we explain how we help you monitor your financial plan progress and make adjustments to ensure your long-term success. When we monitor your plan, we understand that life might take an unexpected turn. In response, we might occasionally make adjustments or […]
Step 4: Building Your “Self-Financing” Program
Step 4: Building Your “Self-Financing” Program This 4-minute video explains how we can help you develop your own “self-financing” program that will place you in maximum control of your future. By learning about these moving puzzle pieces, you will be able to make educated financial decisions to achieve your ideal lifestyle. Check yourself on a […]