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fpPathfinder

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

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    Log In Suggest A Guide

Children Caring For Parents: The Checklist Mix For Solid Planning

November 3, 2021
Service Guides - Linked, Guide Bundles

Increasingly, adult children are managing a whole host of concerns on behalf of their parents. 

As the trusted advisor, you are in a position to lead families through conversations and decision-making that can identify important actions and relieve some stress. Use this bundle as the just-right mix of topical questions that are important to families. Every time your client answers YES to any question in the checklists below, you’ll help uncover a new way to add value to the client relationship. 

fpPathfinder members: Click the image below and download the bundle, which has links to the checklists, to your desktop. You’ll be organized when you reach out to your clients and ready for any unexpected, inbound inquiry that comes your way.

Not a member yet, but want to be? We can help you with that! You can go straight to Become A Member, review the options, and choose the membership level that moves you closer to your goals. Sometimes a live demonstration is more helpful than reading the screen. If that’s the case, schedule your live demonstration and get all of your questions answered in real time. 

 

 

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See how our flowcharts and checklists help you navigate complex financial planning questions.
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What Customers Are Saying About Us

Hundreds of other advisors are actively using fpPathfinder. Read what those lovely people have to say about us.
“Thanks for having all of these so conveniently put together. We were working on many of these for years, but often could not find the time to keep them updated. This has been a blessing to our firm. ”
— An advisor in Texas
“It's hands-down the best collection of client-facing resources I've found anywhere. The checklists are amazing too, to make sure I'm not forgetting anything in a review.”
— An advisor in Kentucky
“I can't say how much I love the product. It is just great. I recommend it to all my colleagues.”
— Robert, an Advisor in Colorado
“ fpPathfinder is great. It's perfect for supplemental content to enhance our marketing efforts.”
— Ray, 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
“This has been super helpful and I am getting rave reviews in using these flowcharts and checklists”
— Christoper, an advisor in Illinois
“fpPathfinder is the only planning tool that tries to address all of the obstacles facing our clients”
— Cathy Curtis, Curtis Financial Planning
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