Gina Responds to Common Questions…
People choose financial coaching for a variety of reasons. However, they all share a common goal: They want to change the trajectory of their lives by learning to be intentional about how they earn, spend, save, borrow and share their money.
Once you schedule your Complimentary Discovery Call, I will ask questions related to your finances and unique set of circumstances. Think of this as a personal financial snapshot. Once a level of comfort has been established, you will have all the necessary information to decide if financial coaching is right for you.
Scheduling your complimentary call is easy. The first step is to contact me by clicking the “scheduling” or the “contact” buttons on this page. Financial Empowerment is only a click away!
Once the choice has been made to commence coaching, you will receive a Coaching Agreement. It’s not a contract, however, I do ask for a signature which reflects your understanding of the various aspects of the coaching process. More importantly, by signing the agreement, you are making a personal commitment to be accountable and intentional to the process by which you are working toward improving: namely, your financial independence.
There is much to accomplish in the first session. Therefore, it is imperative that you plan to be available for a minimum of 2 hours with no distractions. The information gathered during this time is crucial and will become the foundation upon which your success is built.
A financial coach inspires hope in their clients by educating them on the various aspects of money management. Transformation is seen almost immediately. A financial planner works with money that has already been accumulated and offers suggestions on how to invest that money. Financial planners, accountants and attorneys often call upon the services of financial coaches to help their clients.
Anyone searching for financial peace of mind! As a Daily Money Manager, Gina focuses on the day-to-day financial needs of individuals, families, seniors, busy professionals and those with special needs or chronic illness. Her highly-valued services are particularly sought after by adult children of aging parents, attorneys, financial planners, accountants, social workers, fiduciaries and other professionals.
Needs vary. Some individuals simply don’t have the time while others may not have the capacity to manage their money. On the other hand, some may consider balancing the checkbook or maintaining an organized filing system to be mundane activities and simply prefer to outsource.
If you find that your parents have overlooked billing errors from health care providers, woke up on a cold, winter morning only to find the electricity had been shut off due to non-payment of the electric bill, or noticed unauthorized credit card purchases which may be linked to identity theft; then yes, you may want to consider giving us a call. A complimentary consultation will answer many of your questions or concerns.
If you choose to retain our services to provide financial oversight for your parents, you’ll gain the freedom to spend more time with your own family, and visits with your parents will be relaxed and stress-free.
That’s a firm NO! We’re there to help you manage your everyday financial tasks. Our clients retain complete control and authority over their bank accounts, insurance policies, etc. Gina is there to assist while keeping the client involved in the decision-making process.
Gina Distefano, The Daily Money Manager, is guided by integrity, honesty, professionalism and attention to detail. Confidentiality is a top priority. A confidentiality agreement is presented during the first meeting and remains in perpetuity. As a member in good standing, we ascribe to the Code of Ethics and Principles and Standards set forth by the American Association of Daily Money Managers. In addition, A CORI certification (Criminal Offender Record Information) is conducted annually
Services are always customized to suit the client’s personal needs. Because every situation is unique, fees cannot be determined until the scope of the work has been assessed.
Absolutely. Because Gina believes so strongly in her company and the benefits it provides to her clients, she has invested in an insurance portfolio that protects not only her company but also the clients whom she represents. In addition, cybersecurity insurance, military grade encryption services and multiple back-up modalities are utilized to safeguard all data.