A plan for every step of the journey.
As the driving force behind our client-centric approach to financial planning and wealth management, Freedom7 helps provide the confidence that no stone will be left unturned when planning for your financial today and tomorrow.
Outside of your health, family and faith, Potomac Financial Group understands that your financial future is one of the most important aspects of your life. To accomplish your goals, you need a combination of expertise, personal care and financial discipline. Freedom7 is our unique 7-step financial planning process that serves as the foundation of our success and that of our clients. A collective suite of specialized services, it’s designed to understand, establish and preserve your path to financial freedom. Freedom7 helps provide the ability to comprehensively evaluate and refine all aspects of your financial well-being. Whether examining your current financial situation, defining your future financial goals or continually monitoring your investment progress, it ensures your plan is on target, refined as needed and recalibrated based on your changing life needs.
Financial Inventory Assessment
Personal Net Worth and Budget Summaries
Goal Planning and Monitoring (GPM)
Investment Policy Statement (IPS)
The PFG Planning Dashboard
To get learn more about our Freedom7 process and how it can help you achieve your financial freedom, please contact us by phone at 301.595.8600 or fill out the form here and we’ll be in touch shortly.
The projections or other information generated by Goal Planning & Monitoring regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. The return assumptions in Goal Planning & Monitoring are not reflective of any specific product, and do not include any fees or expenses that may be incurred by investing in specific products. The actual returns of a specific product may be more or less than the returns used in Goal Planning & Monitoring. It is not possible to directly invest in an index. Financial forecasts, rates of return, risk, inflation, and other assumptions may be used as the basis for illustrations. They should not be considered a guarantee of future performance or a guarantee of achieving overall financial objectives. Past performance is not a guarantee or a predictor of future results of either the indices or any particular investment. Goal Planning & Monitoring results may vary with each use and over time.
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
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