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We’re excited to announce two new resources this month to help you be more diligent in the planning process, plus a recap of timely and updated resources to keep you in-the-know. Details are below: New Checklist: Master List Of Goals…

At fpPathfinder, we are always looking for ways to help you become more diligent in your planning processes. That’s why we are excited to announce a new feature called “Share A Link” that will help you improve your workflow, improve…

There is a LOT going on at fpPathfinder right now. Almost all the resources are being updated for 2021 over the next few weeks.  If there is a particular resource you’re looking for, chances are it will be updated very…

There are a multitude of planning opportunities for clients who are in the process of retiring. But there are also lots of planning opportunities that should be considered for clients that have been retired for some time. Many of those…

We’re excited to announce two new resources this month to help you be more diligent in the planning process. Details are below: New Checklist: What Issues Should I Consider When Establishing My Charitable Giving Strategy? Many of your clients are…

Use Checklists And Flowcharts To Enhance Your Planning Process: Part 1 of 7 A growing trend among financial advisors is to break the typical financial planning process into a series of smaller planning engagements with clients throughout the year. The…

Part 2 of 7 from the Series: Use The Checklists and Flowcharts To Enhance Your Planning Process.  Use this email to invite your clients for a specific planning exercise. Send and share the “What Accounts Should I Consider If I…

Part 3 of 7 from the Series: Use The Checklists and Flowcharts To Enhance Your Planning Process. Offer to review a client’s tax return by sending this email. By referencing the “As Someone Who Is Working, What Issues Should I…