fpPathfinder

Helping Diligent Advisors Ensure They're On The Right Planning Path

Master List Of Goals (2023)

Share Link Options

Retirement Goals

Do you need help deciding when you want to retire?
Click to add a note.
Do you want to retire early?
Click to add a note.
Do you want to slow down and work part time (semi-retire)?
Click to add a note.
Do you want to take sabbaticals during your career?
Click to add a note.
Do you want to feel confident about your plans for retirement?
Click to add a note.
Do you want to feel confident about your retirement income sources (e.g., investment accounts, retirement plans, pension plans, Social Security)?
Click to add a note.
Do you want to feel confident about your current (and future) financial situation?
Click to add a note.
Do you plan to change your residency in retirement?
Click to add a note.

Family Goals

Do you want to have or adopt a child?
Click to add a note.
Do you want to save for a child or relative’s education?
Click to add a note.
Do you want to save for any family milestones (e.g., bar/bat mitzvahs, graduations, weddings)?
Click to add a note.
Do you want to support family members who may require special needs planning?
Click to add a note.
Do you have any parents or other family members you want to care for?
Click to add a note.
Do you have plans to change your marital status?
Click to add a note.

Self-Development & Professional Goals

Do you want to achieve financial independence or improve your overall financial health?
Click to add a note.
Do you want to pursue more education or certifications for personal or professional reasons?
Click to add a note.
Are you looking for professional advancement (new job, career, promotion)?
Click to add a note.
Do you want to optimize your employee benefits and compensation package?
Click to add a note.
Do you want to start your own business?
Click to add a note.

Asset & Debt Goals

Do you want to reduce the risk of market volatility on your investments?
Click to add a note.
Do you want to increase the rate of return on your investments?
Click to add a note.
Do you want to improve your cash flow (increase income or reduce expenses)?
Click to add a note.
Do you want to increase the amount you keep in your emergency fund?
Click to add a note.
Do you want to save more for future goals?
Click to add a note.
Do you want to protect your real and personal property from risk?
Click to add a note.
Do you want to refinance or pay off any loans (such as mortgages or student loans)?
Click to add a note.
Do you want to refinance, consolidate, or pay off any debts (such as high-interest credit cards)?
Click to add a note.
Do you have plans for a second home or vacation/investment/rental property?
Click to add a note.

Lifestyle Goals

Are you planning to move (such as changing your residence) now or in the future?
Click to add a note.
Are you planning to purchase or sell a home?
Click to add a note.
Are you planning to purchase or sell a second home?
Click to add a note.
Do you want to make a significant home improvement or major purchase?
Click to add a note.
Do you want to buy or lease a vehicle?
Click to add a note.
Do you want to plan a large vacation now or in the future?
Click to add a note.

Tax Planning Goals

Do you want to reduce your tax liability now?
Click to add a note.
Do you want to reduce your tax liability in the future?
Click to add a note.
Do you want to support a charity?
Click to add a note.
Are you planning to sell a business, real estate, or another major asset?
Click to add a note.

Health Care Goals

Do you need to plan for a disability?
Click to add a note.
Do you want to plan for long-term care expenses?
Click to add a note.
Do you want to plan for future medical expenses?
Click to add a note.
Do you need to make changes to your health insurance coverage?
Click to add a note.
Do you want to age in your home and avoid a nursing home?
Click to add a note.
Do you need to prepare for a possible illness (for either you or your spouse)?
Click to add a note.

Estate Planning & Wealth Transfer Goals

Do you want to provide gifts to your children and loved ones during your lifetime?
Click to add a note.
Do you want to protect your assets from creditors, bankruptcy, or divorce?
Click to add a note.
Do you want to feel secure that your appointed fiduciaries will carry out your wishes in the event of your incapacity and/or death?
Click to add a note.
Do you want to ensure that your spouse or other family members are cared for in the event of your death?
Click to add a note.
Are there charitable organizations that you want to support?
Click to add a note.
Do you want to ensure your assets pass to your heirs easily?
Click to add a note.
Do you want to place some restrictions on the assets your heirs will inherit?
Click to add a note.

Miscellaneous Goals

Are there any other goals you want to consider that are not addressed above?
Click to add a note.

Investment advisory services are offered through Emancipare Investment Advisors LLC; an investment adviser domiciled in the Commonwealth of Pennsylvania. This communication is not to be directly or indirectly interpreted as a solicitation of investment advisory services to residents of another jurisdiction unless the firm and the sender of this message are registered and/or licensed in that jurisdiction, or as otherwise permitted by statute.  

The contents of this email communication and any accompanying documents are confidential and for the sole use of the recipient. They are not to be copied, quoted, excerpted or distributed without express written permission of the author. This document is intended to be used in its entirety. Any other use beyond its author's intent, distribution or copying of the contents of this email is strictly prohibited. Nothing in this document is intended as legal, accounting, or tax advice, and is for informational purposes only.

Updated 12/1/2022

© fpPathfinder.com. See the disclaimer.

Get Instant Access and Navigate The Growing Complexity of Financial Planning.

Financial Planning is complex. It’s easy to forget a rule or become confused. Just when you think you have it figured out, the rules change. With fpPathfinder you can be a more diligent advisor and systematize your planning process.
Become a Member

What Customers Are Saying About Us

Hundreds of other advisors are actively using fpPathfinder. Read what those lovely people have to say about us.
“The flowcharts give me a lot of confidence. Candidly, I sometimes worry that I might miss something when planning for my clients. The flowcharts give me confidence that I won't.”
— An advisor in Virginia
“This has been super helpful and I am getting rave reviews in using these flowcharts and checklists”
— Christoper, an advisor in Illinois
“In client meetings I'm often sharing a checklist regarding a specific topic, and helping clients understand the planning issues, opportunities, and process all very quickly and efficiently.”
— An advisor in Texas
“I love these checklists and flowcharts! They are very useful and helpful in making sure I am covering all (or at least most) points regarding a specific topic.”
— Michael, an advisor in Pennsylvania
“I find the flowcharts and checklists helpful for content and for presenting topics to clients. It is a streamlined approach to presenting information and while complex, it also demonstrates the value the advisor brings to the client in helping them navigate these complex situations.”
— An Advisor from California
“The white-label feature in Deluxe is really fantastic. It is really powerful to talk through the decision tree with a client with our logo & color options on the chart, frankly, because it makes us look smarter!”
— Bill, an advisor in New York
“It’s one of the best software products I have seen. It’s exactly what I have been looking for and trying to build internally. Well done!!!”
— Kate, an advisor in Florida
Become a Member

Recent Blog Posts

Sign Up to Receive Updates

Join our mailing list to be updated as we release new flowcharts and checklists that might be of interest.
  • This field is for validation purposes and should be left unchanged.