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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 >


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