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What's a Planning Topic you address or want to address with your clients every year?
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Lease Or Buy: The Automobile Question

April 21, 2022
Resource Additions, Announcements

It’s a common question your clients are asking: Should I lease or buy my next automobile? The decision to lease or buy can have a day-to-day and long-term effect on cash flow and emotions. Beyond make, model, and body type, the evolution of automobile technology is changing the motives and philosophy of car ownership. 

To help you guide your clients’ decision-making, introduce the “Should I Lease Or Buy My Next Automobile?” flowchart. You’ll find this guide helpful whether your clients have an immediate, unplanned need or are making emotional decisions. 

Decision Points To Consider

The decision to lease or buy can be a struggle. While there are advantages to both options, the analysis isn’t strictly financial. Your clients may be weighing competing factors that bear various degrees of importance. Use this flowchart to cover important decision points, including:

  • Costs and cash flow
  • Mileage and use
  • Safety and technology
  • Depreciation
  • Flexibility  

Your Clients Will Thank You

Your advice will empower your clients to make the best choice for their situations. You can provide a thoughtful, reasoned approach to help your clients feel confident about these decisions using the flowchart. Additionally, you can help your clients prioritize their preferences and compare their options. Finally, this kind of advice will help ward off buyer’s (or lessee’s) remorse because they have articulated the basis of their decision.

Is fpPathfinder Membership Right For You?

We offer a couple of ways to learn more. First, please visit the Become A Member page. You will find descriptions of membership levels, and you can evaluate which level can move you closer to your goals. Second, register for a live demonstration if you prefer a personalized experience. Our team will walk you through each level and answer your questions 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.
“This is probably the best money I have ever spent. I love fpPathfinder!”
— Phillip, an advisor in North Carolina
“Overall, I have really enjoyed the service as it makes teaching and educating people much simpler. ”
— Michael, an advisor in California
“These tools look great. They will really help me share quality content with those I assist and will allow us to reduce errors. Furthermore, these tools really help our teams look professional and solidify us as true planners”
— Shane, an advisor
“I love the flowcharts and have found them very helpful in guiding clients on complicated planning issues. The charts are easy to follow and help navigate through difficult decisions based on clients' unique circumstances.”
— Jason, an advisor in Illinois
“I had my own internal set of workflows, but by piggybacking fpPathfinder, I've saved who knows how many hours. It's a great product and I'll be a subscriber for years.”
— An advisor in Texas
“It is very helpful for us when we have a client in and we have an issue at hand. Walking through the checklist helps us big time.”
— William, an advisor In Massachusetts
“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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Easily and quickly provide guidance to your clients. Then properly document your conversation or meeting.

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