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.