); ga('require', 'displayfeatures'); ga('require', 'linkid'); ga('set', 'anonymizeIp', true); ga('set', 'forceSSL', true); ga('send', 'pageview');

4061 Powder Mill Road, Suite 705 • Calverton, MD 20705 • Phone: 301.595.8600 • Toll Free: 877.595.8605

As you may know, over the last five months, we’ve been featuring all the steps in the Freedom7 financial planning process in each monthly edition of The Heron. To wrap up the series, we’re focusing on the PFG Planning Dashboard – the backbone of all our planning sessions and a tool specifically developed to keep you on track.

The PFG Planning Dashboard
Your time is at a premium and, too often, finding the time to monitor your plan can be a challenge. Our PFG Planning Dashboard provides a visual representation of the planning topics we’re tackling and helps us to revisit those important planning items as time goes on and things change. The dashboard also identifies those planning areas requiring attention and prioritizes your plan’s “to-do lists” to keep us on top of any outstanding planning needs. Learn more >

 

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website’s users and/or members. Raymond James does not provide tax or legal services. Please discuss these matters with the appropriate professional.