1 / 1

Frank SanPietro PhD- Making Financial Goals

Frank SanPietro help to manage their finances, schedule an appointment with a CFP® professional like Frank SanPietro in your area. Make one-year, three-year and five-year goals so you can determine a better timeline and savings plan.

FrankSanPietro
Download Presentation

Frank SanPietro PhD- Making Financial Goals

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. Frank SanPietro, PhD: Making Financial Goals Frank SanPietro, PhD, is a Certified Financial Planner™ practitioner with experience working with boutique and Big Four accounting firms. He enjoys working with clients to help them fine tune their finances and improve their wealth management situations. Among the first things a CFP® certificant like Frank SanPietro, PhD, will help a client do is make financial goals. This is something that most people can also do from home to get started on a healthier wealth management path. Consider where you are financially and where you would like to be, then identify clear and achievable goals to get you there. Make one-year, three-year and five-year goals so you can determine a better timeline and savings plan. Clear financial goals can be used as a guide through the rest of your financial planning journey, and they’ll serve as excellent motivation. For those who would like more help managing their finances, schedule an appointment with a CFP® professional like Frank SanPietro in your area. Ask for a complete assessment of where you’re at and where you’re headed on your wealth management journey.

More Related