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This month we are excited to release two new flowcharts.  We’re also releasing (thanks to member feedback) a simple two-page resource summary guide to help you quickly see all the different resources available.  Here is  Should I Contribute To My Roth…

You may think systematizing your unique process of financial planning isn’t possible…  But by the end of this post you’ll understand a clear 4-step process for making the work you do with your clients easier, faster, and dare we say…

The resources have been reviewed and updated for 2020 including the new SECURE Act rules!  We have addressed three kinds of changes: Annual Limits: The resources have been updated to reflect the 2020 Annual limits since mid-December.  For a summary of…

Several new features have been rolled out that have been in the works for a long time.  Both address the same core concern raised by our members – “We have trouble finding the resources that we need”.   Our members are…

Two New Checklists: For our last two checklists of the year, we wanted to address insurance-based issues.  These two checklists cover many of the common items to look for when reviewing a client’s insurance policies and doing a needs analysis. What…

We are thrilled to finally release two checklists that will help you analyze a tax return.  With over 111 votes, this has become the most requested checklist.  Tax returns are complicated to review without following a structured review process. Given…

Earlier this year, we launched Enterprise versions of our Essential and Deluxe memberships.  We had been hearing from a lot of teams and enterprises who wanted membership options developed specifically for their needs: Provide multi-advisor quality control: In his acclaimed book “Checklist Manifesto”,…

We are excited to release two checklists this month. This month has a theme to it – it addresses some of the concerns for “sandwich generation” clients.  This is the group of people, typically in their thirties and forties, who…