“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 […]
Step 3: Putting Together Your Financial Roadmap
Step 3: Putting Together Your Financial Roadmap Your financial roadmap should be strategic and intentional. Your financial roadmap is what guides your goals, behaviors, and actions throughout life’s easiest and toughest financial times. With an easy and actionable plan from the DiFrancesco Virtual Family Office, your desires take the front seat and you’re able to […]
Step 2: Reviewing Your Current Situation
Step 2: Reviewing Your Current Situation Before we find a solution, we have to find the problem. We do this, first, by reviewing your current financial situation and taking a deep dive into each of your financial accounts with a probability analysis on whether you will be able to reach your financial goals while in […]
Step 1: Creating Your Ideal Life
Step 1: Creating Your Ideal Life Since we walked through our process in the previous email, we will now walk you through each step in a little more detail. Now, answer this question: “If you could design your life, career or business, what would it look like?” As you watch this 6-minute video, grade yourself on […]
What To Expect with DiFrancesco VFO
What To Expect with DiFrancesco VFO In our previous newsletters, we discussed how we answer some of the pertinent questions that you may face when navigating the complexities of your finances. In this video, which is about 8 minutes long, you will learn about the process we will walk you through if you decided to […]
The Final Question: What Is A “Fiduciary”?
The Final Question: What Is A “Fiduciary”? When you choose a financial advisor, how do you know whether they are advising you in a truthful and honest matter that does not benefit their personal interests? At the DiFrancesco Virtual Family Office, we explain what it means to be a “fiduciary” and why we are proud […]
So many answers, but are they correct?
So many answers, but are they correct? With all of the information that is out there regarding financial and business planning, how do you know what is right for you? Schedule your complimentary 30-minute introductory session here and finally get the answers you need. Have a question? Send us a message. [wpforms id=”950″]
Your Ideal Life Is A Conversation Away
What does your ideal life look like? We all have goals – retirement, starting a business, transitioning a career or business. Yet have we really defined what we want our lives to look like – both now and in the future. With the DiFrancesco Virtual Family Office, you’ll learn valuable skills and how to actively […]
