A Certified Financial Planner® professional, Frank SanPietro has provided financial advice and services to numerous clients throughout his career. Formerly an investment advisor, SanPietro has helped clients with investment portfolios of up to $50,000,000, and has worked to ensure each individual seeking his help has the information and guidance needed to make the best financial decisions possible.
As Frank SanPietro knows, financial planning can seem a rather complex and even intimidating field for those with little-to-no financial experience. For those seeking a good starting point on which to better manage their finances, consider the following:
Begin by Making a Financial Inventory
Start by taking stock of what you have, including your assets, any existing debt, your credit score and even your net worth. Inventorying your finances can help provide you a better picture of your “financial self.”
Determine Where You Want to Be
Now that you know where you are, determine next the point at which you want your finances and your lifestyle to be. Clearly defining your financial objectives allows you to begin work on creating a way to get to your destination.
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Map Out Your Journey
So, how do you get from here to there? Now that you know your assets, your debts, your financial outlook and where you want to see yourself in the future, you can begin to draw up a plan that lays out the best ways to get to your financial goals. Of course, there’s no need to do that alone. Finding a trusted advisor with the appropriate knowledge is often the smartest choice. Certified Financial Planner™ Professionals, are available to assist with this process throughout the United States.