The DiFran Digest

August 19, 2019

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 […]
August 12, 2019

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 […]
August 5, 2019

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 […]
July 30, 2019

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 […]
July 22, 2019

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 […]
July 15, 2019

“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 […]
July 3, 2019

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 […]
June 26, 2019

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 […]
June 21, 2019

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 […]
June 14, 2019

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 […]
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