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Age-Related Planning: Your Guide To Checklists & Flowcharts

May 26, 2021
Service Guides - Linked, Age-Related Planning, How Advisors Use The Checklists and Flowcharts, Getting Started, Marketing, Planning Management

Every age-based demographic has its particular planning concerns. The more you can prepare for client meetings, the more you’ll uncover opportunities to help your clients plan. 

Life Stages & Planning Needs

Before your meetings, set aside a few minutes to consider your clients’ aged-based planning opportunities. 

  • The 20s – 30s: These clients are just getting started. While they might not have much saved yet, they may be accepting jobs, starting families, and buying property. These are financial decisions that will affect them for years to come, and you can lead the valuable planning conversations early.
  • The 40s – 50s: Your clients are in their peak earning years. This is the time, though, when they may be navigating how to save for the future, how to pay for college, and in some cases, how to plan for their aging parents.
  • The 60s: Your clients are focused on retirement. There are lots of decisions to consider, including employment transitions, Social Security claiming, healthcare planning, and much more.
  • 70s+: Although your clients have made most of the big financial decisions, they still need you. Planning topics like health insurance and estate planning come into focus for your older clients. They will also need your guidance when a spouse or partner becomes ill or passes away.

Checklists & Flowcharts At Your Fingertips

Click on the image below and save the fully linked guide to your desktop as an internal reference to choose relevant checklists and flowcharts. They will help you ask important probing questions and facilitate complex decision-making. You can easily navigate to every checklist and flowchart to:

  • Confidently lead conversations about the common financial planning needs related to your clients’ stage of life.
  • Constructively respond when unexpected age-related planning issues surface.

Top Resources To Use Based On Client Age Guide

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What Customers Are Saying About Us

Hundreds of other advisors are actively using fpPathfinder. Read what those lovely people have to say about us.
“fpPathfinder is the only planning tool that tries to address all of the obstacles facing our clients”
— Cathy Curtis, Curtis Financial Planning
“I think fpPathfinder is the best tool I’ve ever seen in the financial planning realm. I spend an unbelievable amount of time researching some of these issues that have been boiled down to one page: consulting with other experts, citing specific sources as a backup, reviewing my work, and coming to a final conclusion.”
— Jeff S, an advisor in Missouri
“This is one of my best subscriptions I pay for!”
— Sean, an advisor in California
“It is very helpful for us when we have a client in and we have an issue at hand. Walking through the checklist helps us big time.”
— William, an advisor In Massachusetts
“Love the Redtail integration - it’s been instrumental in my prep for my client reviews. I’m finding my self being over-prepared because of the robust lists which is great.”
— Don, and advisor in California
“I just utilized one of the Roth flowcharts live on the phone with a client. It worked perfectly!”
— Rick, a financial advisor
“I had my own internal set of workflows, but by piggybacking fpPathfinder, I've saved who knows how many hours. It's a great product and I'll be a subscriber for years.”
— An advisor in Texas
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