March 24, 2018

Financial Planning

Steven F. St. Pierre will work with you to create a financial plan that addresses your current and future obstacles while helping to guide you on the road to financial independence.  He creates financial personalized plans that help you work towards your goals and financial independence.

Determine Goals & Objectives:
Steve will collaborate with you to set realistic financial goals.  Whether you’re saving for a dream home or a care-free retirement, he can create a path to help get you there.

Analyze Current Financial Condition and Cash Flow:
In order to get where you’re going, you need to know where you are.  Steve will look at your current assets and obligations as well as income, expenses and savings.

Project Future Needs & Desires:
Using his experience, Steve will help you create a long term plan which estimates your future income and spending based on your goals.

Consider Current & Future Obstacles:
Each goal has it’s own set of obstacles. Steve will let you know how you can work to overcome current obstacles and can help you prepare for those you can’t see yet.

Establish Values Based Plan:
A Values-Based financial plan provides his clients with consistent and personal guidance based on their principles.

Implement Planning Strategies:
After evaluating your financial situation and coming up with a personalized plan, he can provide you with the support you need to pursue your goals.

Monitor Ongoing Results:
After the creation of your plan, you won’t be deserted. Steve will provide you with regular evaluations of your financial progress toward your goals.

Make Appropriate Changes:
If there is a bump in the road or if you want to take an extra turn, he can make the necessary changes to your plan in order to keep you on track.

Financial Planning offered through LPL Financial, a Registered Investment Advisor.

Before hiring a financial planner, read our special report.