Whether a person leaves a congested urban area for the high plains or waves goodbye to the muggy Midwest for the arid desert, moving somewhere new has a certain romance to it. Romance aside, there are financial implications to relocation that advisors can help clients address.
Get Your Checklist Ready!
Your clients may be among those people who are looking for a change of scenery. If so, you’re in a terrific position to coach them through this life transition and ensure the client’s financial well-being is protected.
With the new checklist, “What Issues Should I Consider When Moving Out Of State?”, you can work with your clients to cover:
- Cash flow issues
- How to establish a domicile
- Tax considerations
- Health care matters
Be The Trusted Advisor
Long-term client relationships are nurtured beyond the portfolio. Add “What Issues Should I Consider When Moving Out Of State?” to your toolbox, and you’ll continue to solidify your position as your client’s trusted advisor when you:
- Relieve the stress of your client’s move by helping them organize their financial affairs and documenting important information.
- Guide your client through how to establish a domicile to ward off multi-state reach and tax implications.
- Provide a roadmap that helps your client avoid disrupting finances or losing traction with respect to the financial plan and goals.
Become a member and discover all the checklists, flowcharts, and summaries that can inspire you to add value in new ways.
If you’re curious about fpPathfinder, register for a live demonstration. Our team will walk you through the ins and outs of checklists and flowcharts and answer all of your questions.