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

Your future

financial vision.

Goal Planning and Monitoring (GPM)

Setting financial goals and staying on track is easier than ever with our Goal Planning and Monitoring softwareOnce we identify your spending and retirement goals, GPM will clearly show whether adjustments are needed to put you on the path to a confident retirement. As we meet regularly to monitor your progress, we’ll use the GPM software, in conjunction with the PFG Planning Dashboard, to track your progress and adjust course, as necessary.

You’ll find the Goal Planning and Monitoring software to be extremely thorough and helpful in planning all areas of your financial life from college savings and retirement planning to long term care and estate planning. Gone are the days of relying on a “rule of thumb” when trying to determine whether or not our financial goals are realistic and attainable. GPM uses real historical financial data and precise assumptions and calculations to give you a clearer and more accurate projection of your financial future.

Read more about the GPM software.

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. Goal Planning & Monitoring results may vary with each use and over time.

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. and Potomac Financial Group. Potomac Financial Group is not a registered broker/dealer and is independent of Raymond James Financial Services.

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.

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.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Please visit https://www.raymondjames.com/legal-disclosures for Additional Risk and Disclosure Information.

© 2023 Raymond James Financial Services, Inc., Member FINRA/SIPC. Privacy Policy