New Flowchart Additions Archives - fpPathfinder

Two New Resources Available

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 Flowcharts Are Now Available (Plus A New Resource Summary Guide)

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…

Bonus Flowchart and Resource Updates

We are excited to release a bonus flowchart this month. Not to mention, we have also made a few small changes to two other resources. Bonus Flowchart: If I Retire Early, Should I Buy Health Insurance Through The Health Insurance…

College Resources: College Funding Checklist & 529 Plan Distribution Rules Flowchart

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…

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…

Quick Reference Guide With Important Numbers & BONUS Flowchart

We’re excited to announce two new items for our members: Important Numbers Quick Reference: There are lots of important numbers that advisors need to keep in mind. In some cases, those numbers are annual limits and change each year. Other times, the figures…

Introducing Two New Flowcharts: Government Pension Offset & Windfall Elimination Provision

We are excited to make available two additional flowcharts to our Essentials and Deluxe members. This brings the total number of flowcharts up to 29! Will I Avoid The Social Security Windfall Elimination Provision? Clients who expect to receive a…

Introducing Two New Flowcharts: QBI Deduction Rules & Step-Up In Basis Rules For Inherited Property

We are excited to make available two additional flowcharts to our Essentials and Deluxe members. This brings the total number of flowcharts up to 27! Am I Eligible For A Qualified Business Income Deduction? The provisional rules are very new…

“What you guys have created is pretty badass! I’ve used your material for both client meetings and prospective clients.”

— An advisor in California

“I adore your product. It’s so helpful to my clients and myself. I really like that I could change all the colors to match my logo. It looks fantastic.”

— An advisor in Washington

“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

“It is very helpful for us when we have a client in and we have an issue at hand. Walking through the checklist helps us big time.”

— William, an advisor In Massachusetts

“You are making all of our lives easier...and more importantly, our clients.”

— Jeff, an advisor in California

“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

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