What We Do

Life presents plenty of financial challenges. You want to retire someday or take on a new business, career or project. Or, you want to transition your business to your next generation yet wonder if the kids have the knowledge or gumption to carry on your legacy. Or you look at the skyrocketing cost of education and wonder how you can ever give your kids the opportunities they desire.

And then what do you do when life throws you a curveball – your elderly parent become ill and may need nursing care or your spouse passes away and you are left to figure out how to move on.

With today’s hectic lifestyles it’s tough to find the time, the interest or expertise to
navigate through the financial trials you face.

That is where we come in…

Our mission: is to be your point person on any financial matter you may face – a fiduciary, as someone who, in a very intimate way, understands your wants, needs and concerns, and will truly look for what is in your best interest. Think of us as being your 411 when you need information and direction in your financial life and your 911 when you run into a financial challenge.

DiFrancesco Virtual Family Office is your one-stop point of contact on any life, financial or business concern. No need to spend your precious time searching for a solution to your needs – we are here to either solve your problem or get you to the proper professional and we will coordinate the solution for you.

Be it life and business planning, financial quarterbacking, monitoring and roadmaping or ensuring retirement readiness, we can guide you either through the spectrum of services we provide and give you access to the vast network of strategic alliances we have developed in over 20 years or working with business owners and professionals.

And we work on a fee-basis that is customized to your needs.

Whether you are a veteran of success or are just starting your business or career, DiFrancesco Virtual Family Office can help you achieve the goals surrounding your financial circumstances.

Contact us now to see how we can help you achieve your financial goals or schedule a meeting today!

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