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Home-Specific Bundle: 3 Guides

April 7, 2022
Service Guides - Linked, Guide Bundles

As your clients get knee-deep into Spring cleaning rituals, they may also be thinking about their homes and asking critical home-related questions. Certainly, any question concerning a primary asset can present planning opportunities. 

Refer to the Home-Specific Bundle to support your clients through the decision-making process. The checklists and the flowchart that are part of this bundle will guide conversations that relate to:

  • Buying a new home
  • Refinancing a home
  • Issues your client should consider when they move to another state
fpPathfinder Members

Click the image below and download the Home-Specific Bundle, which has links to the guides, to your desktop. Then, you’ll be organized when you reach out to your clients and ready for any unexpected inbound inquiry that comes your way. 

fpPathfinder Home-Specific Bundle

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 a screen. If that’s the case, schedule your live demonstration and get all of your questions answered on the spot. 

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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.
“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
“One client just said 'Wow, thank you for this. I would have screwed up my retirement if not for this.'”
— David, an advisor in NY
“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 love the new "share a link" feature. This has made it much easier to send flowcharts and checklists to our clients. Thanks for the add!”
— An advisor in Texas
“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
“I really love the flowcharts and they are helping me explain difficult decision points/rules to my client base. In fact, I plan to upgrade so I can use some of the material on my website with my own branding.”
— An advisor in Texas
“The charts are probably as much value to me (as advisor) as they are when given to a specific client. I know and understand the topics covered, but it can be a lot faster to refresh with a quick glance at the chart’s decision tree vs having to read through regulations”
— Larry, an advisor in Oregon
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