facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

The 6 Step Process

Take an Inventory

Discuss your philosophy of investing & risk management. List assets, liabilities & cash flow. 

Set Financial Goals

What are your short, intermediate & long-term lifestyle & financial goals?

Identify Potential Obstacles

List things that could hinder your progress such as.....

Develop a Written Plan

Together we'll structure a comprehensive custom blueprint for your financial security.

Implement the Recommendations

Carry out your plan through a series of action steps to maximize your financial goals.

Review & Revise

Consult your Herod Financial Services team on a regular basis to ensure you are on course with your financial plan. 

Contact us to get started.

Herod Financial Services will lead you through this
planning process on your road to financial success.