fpPathfinder

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

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


Resource Additions, Announcements

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 Should I Consider To Fund My Child’s College Education?: This checklist covers 21 planning issues to identify and questions to ask a client who is thinking about how to fund college for a child.

Is The Distribution From My 529 Plan Taxable?: This flowchart covers the issues related to 529 plan distributions.  There are several questions to ask a client to ensure there won’t be any unexpected tax surprises for the client.

What do you think of these two new resources?  Send me an email – I’d love to hear your thoughts.

What Customers Are Saying About Us

Hundreds of other advisors are actively using fpPathfinder. Read what those lovely people have to say about us.
“This has been super helpful and I am getting rave reviews in using these flowcharts and checklists”
— Christoper, an advisor in Illinois
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— Ray, an advisor in California
“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
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— Roger Whitney, CFP®️, CIMA®️, CPWA®️
“My clients and COIs love these. I’ve shown the medicare IRMAA flowchart to a Medicare consultant I work with and she loved it”
— Steve, an advisor in Ohio
“Our team has really liked the charts and were particularly pleased with the traditional IRA vs. 401k for a business and the QBI chart.”
— Scott, an advisor in Oregon
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