Monthly Archives: February 2021

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Episode 27 – Assisting You with Elderly Care Decisions – with Guest Eileen Graham

Deciding to move your parents or loved ones into assisted living can be tough, but when you have help from a professional, these decisions can be made easier. 

Today, Matt DiFrancesco is joined with Eileen Graham, founder of EG Associates Group, as they discuss the work that EG Associates Group does to help families during a time of difficult choices. Eileen talks about the importance of planning so hard decisions do not need to be made last minute. 

In this episode, we will discuss: 

  • The type of services that EG Associates Group offers to clients  
  • Questions that families should consider when need for health care arises 
  • Importance of planning early for health care issues
  • Challenges that families face when a loved one moves into assisted living 
  • And more!

Tune in now to discover how EG Associates Group could assist you in planning for you and your family’s future! 

Resources: DiFrancesco Virtual Family Office | Matt DiFrancesco | Eileen Graham | EG Associates Group FB 

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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 DiFrancesco 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