The PFG Financial Inventory Assessment and Personal Net Worth and Budget Summaries are essential backbones of the Freedom7 financial planning process. All three tools help provide a clear vision of your current financial situation so that we can create a solid foundation to plan for the future.
Financial Inventory Assessment
Managing your financial portfolio can be time consuming and challenging to say the least. PFG will partner with you to help assemble your complete financial portfolio and gain a holistic view of your finances. We’ll partner with you to find your important information and create a personal PFG Financial Inventory Assessment that will serve as your financial document portfolio, helping to make your immediate financial picture actionable and records easier to access. Learn more >
Personal Net Worth and Budget Summaries
Gaining a clear understanding of your current financial situation provides the opportunity to formulate a realistic and sustainable plan for tomorrow. Once we have all your financial information gathered and well organized, we’ll develop a Net Worth Summary that clearly shows all of your assets and liabilities (debts). We’ll also create a General Budget Summary that helps you to view and, most importantly, clearly understand where you are spending your money each month. 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.