New Checklist Additions Archives

New Resources: Going Through A Divorce Checklist & Tax Impact Of Selling An Investment Flowchart

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…

New Checklists: Getting Married Checklist & Parent Passing Away Checklist

We are excited to release two new checklists for our members. The number of checklists has been growing quickly: we now have 8 checklists available to our members and have one sample checklist available to our non-members! For Essential and Deluxe members, here are the…

Sample Checklist Now Available

We’re excited to make available the “What Issues Should I Consider If My Spouse Passed Away?” checklist as a sample. If you’ve been curious about our checklists, then you’ll want to see this free sample. This checklist covers 29 of the…

Two New Checklists Are Available: Client Annual Review & Closing An Estate

We are excited to release two new checklists for our members. While our flowcharts cover specific and sometimes technical planning issues, checklists are more high level and are designed to make sure advisors don’t miss a planning issue (a brief philosophy of…

Two New Checklists Are Available

Today we are releasing two new checklists for our members. While our flowcharts cover specific and sometimes technical planning issues, checklists are more high level and designed to make sure advisors don’t miss a planning issue (a brief philosophy of our…

Checklists Are Here!

The wait is over! Today, we are excited to announce the addition of checklists to our lineup. While our flowcharts cover specific and sometimes technical planning issues, checklists are more high level and designed to make sure advisors don’t miss…

What Customers Are Saying About Us

“I can’t tell you how much I appreciate the Flow Charts you are providing. Helps me feel a little less crazy as an advisor.”

— Tami C, an advisor in Colorado

“ fpPathfinder is great. It's perfect for supplemental content to enhance our marketing efforts.”

— Ray, an 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

“The charts are probably as much value to me (as advisor) as they are when given to a specific client. I know and understand the topics covered, but it can be a lot faster to refresh with a quick glance at the chart’s decision tree vs having to read through regulations”

— Larry, an advisor in Oregan

“I just met with a client who had a question regarding her eligibility for Social Security benefits. We went through the flowcharts answering each question and following the lines. She looked at me and said 'This is great, it was so much easier to use this than trying to go through all the literature that Social Security offers. Thank you so much.'”

— Ben G, an advisor in Wisconsin

“I really love the concept of fpPathfinder because I spend so much time reinventing the wheel when communicating planning concepts to clients. Moreover, the flowchart format can be used time and time again to produce consistent results.”

— Kevin P, an advisor in Illinois

Category: New Checklist Additions