Here at Hercules Financial Services Group, a Financial Consultation helps you create strategies for eliminating financial risk and building wealth over the long term. We will give you a game plan that puts you on track to achieve your financial goals beginning with an assessment of your current financial situation. A better understanding of your life and lifestyle – money, family and personal goals included is essential to a successful financial plan… Get naked and be honest about your financial world.
Financial planning is an ongoing process that will reduce your stress about money, support your current needs and help you build a reserve for your long-term goals, like retirement. Financial planning is important because it allows you to make the most of your assets, and helps ensure you meet your future goals through budgeting, debt management/consolidation, emergency fund, and retirement planning.
Detailed Financial Analysis to determine your current financial situation
Create a financial action plan
Implement the financial action plan
Maintain consistency with the financial action plan
Remain accountable to yourself and the financial action plan.
Review the financial action plan and revise if necessary.
Consider alternative plans of action
Financial planning word with coin in glass jar and graph up.
- You feel “lost” in planning for your financial future and you need a roadmap.
- You just don’t want to deal. When it comes to money, you’re not the DIY type, and you just want a professional to take care of it.
- You like managing your money, but realize that your Financial Plan would benefit from an impartial third-party keeping you accountable to yourself and your budget.