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The Process

The 6 Step Process

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

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.