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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.
“It’s brilliant to boil complex planning strategies into a one-page flowchart. It totally beats having to read 4 -5 articles to understand each nuance and exception, especially on the tax issues.”
— Meghan, an advisor in Georgia
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— Ray, an advisor in California
“We are delighted with the thoroughness of each chart in simplifying the complex questions and helping lead to an answer. These are indeed a helpful asset in our toolbox for work with clients.”
— Victoria L, an advisor in Massachusetts
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— An advisor in New York
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Recent Blog Posts

  • Planning Opportunities: Employer-Provided Benefits
  • A Client Engagement Strategy
  • Lease Or Buy: The Automobile Question
  • Home-Specific Bundle: 3 Guides

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