Most shop owners have a CPA, an attorney, and maybe a financial advisor—but without a conductor, progress stalls. That’s why you need someone to act as the conductor, bringing all the pieces together.

In this episode, Matt Di Francesco shares how the right advisor can quarterback the process, providing emotional guidance, holistic oversight, strategic vision, and accountability—so you avoid costly mistakes and move forward with clarity.

Matt also talks about:

(02:07) Why your financial life needs a conductor

(03:20) Four reasons to hire an advisor

(04:20) How personal vision acts as your GPS for life and business

(06:15) Why holistic oversight keeps your plan working together

(10:02) How accountability helps you overcome procrastination and blind spots

(13:25) How a certified exit planner helps you navigate tax and legal complexities

Connect With Matt DiFrancesco:

[email protected]

(814)201-5855

LinkedIn: Matt DiFrancesco

LinkedIn: High Lift Financial

Facebook: High Lift Financial

Instagram: @high_lift_financial

YouTube: @highliftfinancial

Disclaimer:

All information is obtained from sources deemed reliable, but not guaranteed. No tax or legal advice is given nor intended. Content provided herein or on our website should not be construed as an offer for investment advice or for securities, insurance, or other investment products. Investments involve the risk of loss and are not guaranteed. Consult a qualified legal, tax, accounting, or financial professional before implementing any investments or strategy discussed here.

High Lift Financial is a DBA for DiFrancesco Financial Concierge, LLC. Investment advisory services are provided through Cornerstone Planning Group, LLC, an independent advisory firm registered with the Securities and Exchange Commission.