Category: New Checklist Additions

We’re excited to release two new checklists today.  One is centered around the unique financial planning issues that arise when someone is starting a business.  The other deals with issues associated with identity theft and fraud, which has spiked in…

Two New Resources Available.  We have two new resources available that are particularly relevant.  Both deal with conversations that many advisors are having with their clients.  We’re also excited to be in the midst of reviewing and updating almost all…

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…