fpPathfinder

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

Welcome, Guest!
Back

Am I At Risk Of Having My Identity Stolen Or Being A Victim Of Fraud?

Category:
General
Blurred Flowchart

Become a Member to view.
Already a member? Login Here

Become a Member
View Sample
Interactive Checklist Created with Sketch.

In the midst of the current global pandemic, there has been an increase in fraudulent and criminal activity. Now more than ever, your clients may be targeted financially through a variety of schemes. This checklist helps guide the conversation regarding common threats and scams, ensuring that your clients are informed and actively protecting their identity and assets.

This checklist covers:

  • Ways to minimize cyber threats
  • Tips to identify common scams
  • Steps to take if a client suspects unlawful activity

 

Updated for 12/1/2022

Related Guides
What Issues Should I Consider For My Aging Parents?
Category: General
What Issues Should I Consider If I Lose My Job?
Category: General, Working / Accumulation Phase
What Issues Should I Consider If My Parent Passed Away?
Category: General, Estate Planning
What Issues Should I Consider If My Spouse Has Been Diagnosed With A Terminal Illness?
Category: General, Insurance Planning

What Customers Are Saying About Us

Hundreds of other advisors are actively using fpPathfinder. Read what those lovely people have to say about us.
“Love the Redtail integration - it’s been instrumental in my prep for my client reviews. I’m finding my self being over-prepared because of the robust lists which is great.”
— Don, and advisor in California
“fpPathfinder is fantastic. I really can't find any flaws.”
— Joshua, an advisor in Pennsylvania
“fpPathfinder is a great tool! It mirrors much of what I've developed on my own for tax planning, life events, etc. However, it's been great to double-check my own work in those areas and also to motivate me to deepen my knowledge on other topics”
— Jonathan, an advisor in Colorado
“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
“This is one of my best subscriptions I pay for!”
— Sean, an advisor in California
“I think it’s the bees knees! I think it provides me and my clients the most value of any of the services we use at my firm. Everything is well-designed and the amount of material you guys pack into a page without it being overwhelming is AMAZING!”
— An advisor in Kentucky
“In client meetings I'm often sharing a checklist regarding a specific topic, and helping clients understand the planning issues, opportunities, and process all very quickly and efficiently.”
— An advisor in Texas
Become a Member

Recent Blog Posts

Sign Up to Receive Updates

Join our mailing list to be updated as we release new flowcharts and checklists that might be of interest.
  • This field is for validation purposes and should be left unchanged.