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Let's Connect First
Let's Connect First
Before uploading any bank statements or financial documents, I encourage you to reach out via email for a quick introductory call. This no-pressure conversation gives us a chance to discuss your goals, walk through the available packages, and determine whether the DeStefano Financial Snapshot is the right fit for you.
You can email me directly at DeStefanoFinancialSnapshot@outlook.com to schedule a time that works best. I’ll respond promptly and we’ll set up a short virtual chat - just enough to answer questions and make sure you feel confident moving forward.
Step 1: Upload Bank Statements
Step 1: Upload Bank Statements
Trust is foundational to my process. Due to asking clients to share sensitive documents like bank statements, please share the documents using a secure portal or encryption to my email address, DeStefanoFinancialSnapshot@outlook.com by following one of the options below:
PDF: send password-protected PDFs and share the password separately (e.g., via text or phone)
Outlook: To send an encrypted email in Outlook, navigate to the "Options" tab in a new email message, then select "Encrypt". Choose the desired encryption level, such as "Encrypt-Only" or "Do Not Forward". Compose your email and click "Send".
Gmail: To send an encrypted email in Gmail, 1) Compose a new email in Gmail, 2) Click the lock icon with a clock at the bottom of the compose window 3) Set expiration date for the email 4) SMS passcode (optional): If enabled, the recipient must enter a code sent via text 5) Click Save, then Send.
Other Options: If you do not have Outlook, Gmail or do not have a method of sending an encrypted email, I can send you an encrypted email using Outlook, whereby you will receive a link to view the message and attachments securely.
All client documents are stored securely in Microsoft OneDrive, a trusted cloud platform used by businesses worldwide. Files are encrypted, backed up, and accessible only through secure, authenticated access, so your personal information stays protected and private.
Spending Snapshot Survey - 9.3.2025.pdfStep 2: Spending Snapshot Survey
Step 2: Spending Snapshot Survey
Understanding your financial habits is the foundation of meaningful change. The Spending Snapshot Survey is the first step in our journey together. It’s not just a worksheet—it’s a reflection tool designed to help you pause, assess, and prioritize where your money goes and why. By ranking categories based on personal importance and estimating your current spending, you begin to uncover patterns, values, and opportunities for growth.
This survey helps us:
Focus on your patterns, not your paycheck.
We’re not here to critique your career or income. Instead, we work together to uncover how your spending reflects your priorities—and where small shifts can lead to big improvements.
Personalize your financial strategy.
Your responses guide us in crafting a plan that fits your lifestyle, values, and goals—not someone else’s idea of success.
Spot areas for improvement—without judgment.
Whether it’s overspending in one area or underinvesting in another, the survey opens the door to thoughtful conversations about what matters most to you.
Empower you to take ownership.
You’re not just handing over numbers—you’re actively shaping your financial narrative. This process fosters clarity, confidence, and collaboration.
Build trust from the start.
By focusing on your priorities, we ensure that our work together is grounded in empathy, transparency, and shared purpose
Step 3: Receive Financial Snapshot
Step 3: Receive Financial Snapshot
Once you've submitted your documents and completed the Spending Snapshot Survey, I begin crafting your personalized Financial Snapshot. This process typically takes up to 5 business days.
Here’s what to expect:
⏱ Timeline
Your Financial Snapshot will be delivered via secure email within 5 business days of receiving your materials.
After delivery, we’ll schedule a 30-minute debrief session to walk through your snapshot together. We’ll make sense of the numbers, highlight key patterns, and compare your actual spending to your self-assessed priorities from the survey.
📧 Delivery
You’ll receive your Financial Snapshot as a branded PDF or spreadsheet via email, along with a link to book your debrief call.
💳 Payment
I kindly ask that payment be submitted within 5 business days of receiving your snapshot.
Accepted forms of payment will be included in the delivery email (e.g., Venmo, check, or other secure options).
This step is where the magic happens—bringing together your data, your values, and your goals into one clear, empowering view. It’s not just about numbers; it’s about understanding your financial story and feeling confident in your next steps. Here are two visual examples of what your Financial Snapshot may look like:
Curious on what your Financial Snapshot might look like? Click the video link to the left for a quick walkthrough—it’s a great way to see how everything comes together.
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