Podcast Episode 26 — Our Three Step Review Process

When you work with DiFrancesco Virtual Family Office, we want to be sure that you are always on track with your finances and financial goals.

Today, Matt discusses the three step process that he goes through with clients to ensure that they are set up to meet their goals and address any problem areas. Matt gives detail to the importance of going through this process and how he moves clients along it.

In this episode, we will discuss:

  • Taking the first step with a financial roadmap
  • Asking the right questions to uncover your goals for the year
  • Looking at tax strategies to help with your goals
  • Including families in the 3 step process
  • And more!

Tune in now to discover what the process of working with DiFrancesco Virtual Family Office looks like and how it can help you!

Resources: DiFrancesco Virtual Family Office | Matt DiFrancesco

 

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