It’s been so exciting to see our hometown team, the Washington Nationals, playing so well in their first World Series appearance since 1933! What an amazing turnaround story this has been for the Nats after their dismal start to the season. And, I absolutely love their motto for the season, “Stay in the fight”, speaking to their underdog spirit that they’ve carried with them all season. They’re a fun team to root for and we’re hoping they continue to play well and “Finish the fight!”
Another reason why we’re so excited around here is we just released a new informative video featuring Freedom7. If you’ve already heard all the buzz…I know, I know, we’re just very excited! The video highlights all the steps in PFG’s comprehensive financial planning process, Freedom7. Plus, we’re finally able to see our PFG heron in flight!
We’re not only proud of the image it portrays, we also think it’s a great way to learn about PFG and Freedom7 in just under two minutes. Let’s face it, with as busy as we all are, watching a quick overview of Freedom7 provides an easy-to-digest and manageable way to begin learning about what’s a very involved, multi-step approach to financial planning. It’s also a great, quick video to send to family members or friends if you think we can be of assistance.
We’ve wrapped-up featuring each step of the Freedom7 financial planning process in The Heron over the last few months, and the video makes the perfect ending. We also want our current clients to know that as we incorporate the Freedom7 tools into our comprehensive financial planning process, we are not charging any additional fees to our current clients to go through the Freedom7 process. Now’s your chance to catch up if you haven’t had a chance to read about all the Freedom7 steps previously.
We look forward to introducing you to Freedom7 at our next meeting.
Todd M. Wike, CFP®
CERTIFIED FINANCIAL PLANNER™
Managing Partner, Potomac Financial Group
2018 RJFS Chairman’s Council Member*
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