Category: New Checklist Additions

The conversations advisors are having with their clients are very difficult right now.    Depending on the client, you could be having a conversation about any number of sensitive topics such as…  Clients wanting to abandon their investment strategy Losing…

This month we are excited to release two new resources.  Issues To Consider As A New Client: This checklist covers many of the important planning issues and questions to ask of a new client (or prospect).  It is currently one of the…

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…

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…

We are excited to release two checklists this month. As you can tell from these two checklists and the ones we have released this year, we are continuing to focus on providing resources that address major life transitions. For Essential…

We are excited to release both a checklist and a flowchart this month.  This month, we have a theme! Both resources are related to paying for college.  For Essential and Deluxe members, here are the two resources being released today: What Issues…

We are excited to release both a checklist and a flowchart this month.  For Essential and Deluxe members, here are the two resources being released today: What Issues Should I Consider During My Divorce:  This checklist covers 26 planning issues to identify…