fpPathfinder

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

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Important Tax Concepts & Numbers Roth Conversions Capital Gains And Losses, Dividends, And Asset Sales Tax Returns Tax Payments & Pay Stub Review Basis Issues Stock Options, RSUs, And ESPP 1031 & 1035 Exchanges NUA QBI
Insurance Planning
Annuities Life Insurance Long-Term Care Insurance Health Insurance & Medicare Disability Insurance Property & Casualty Insurance
Estate Planning & Charitable Giving
Creating An Estate Plan Reviewing An Estate Plan Closing An Estate Creating A Charitable Giving Plan Charitable Giving Strategies
Cash Flow, Budgeting, And Debts
Cash Flow & Budgeting Debts & Mortgages
Important Life Events & Decisions
Buying & Selling A Home Buying A Vehicle Moving Marriage & Divorce Children Aging, Death, And Illness
College Planning & Student Loans
529 Accounts College Planning & Student Loans
New Laws
Secure Act 2.0 OBBBA
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Client To-Do Lists - NEW!
Client To-Do Lists
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Client To-Do Lists - NEW!
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For Premier Members only For Premier Members only

Enrolling In Medicare

Enrolling in Medicare can feel overwhelming for clients, especially when they are managing multiple enrollment steps, accounts, and coverage decisions.

The “Enrolling In Medicare” to-do list helps clients stay organized as they work through the process.

It covers key steps such as:

  • Preparing important information before enrolling
  • Enrolling in Medicare Parts A and B
  • Confirming coverage dates and premium payments
  • Completing additional Medicare plan enrollment, if applicable
  • Keeping enrollment records organized and monitoring for updates

Share this to-do list with clients to help clarify next steps and keep important enrollment details organized.

 

Click here for a client-facing email template.

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Client To-Do List
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Identity Theft Recovery
Category: Client To-Do Lists - NEW!, Other
For Premier Members only For Premier Members only
Client To-Do List
Filing For Social Security
Category: Retirement/Decumulation, Client To-Do Lists - NEW!
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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.
“The white-label feature in Deluxe is really fantastic. It is really powerful to talk through the decision tree with a client with our logo & color options on the chart, frankly, because it makes us look smarter!”
— Bill, an advisor in New York
“With all the aspects of running a business, working with varying client scenarios, and knowing how much information is available, I like being able to look at a flowchart and just see what I need to see.”
— Mike, a financial advisor
“Checklists don't make the planner smarter or more skilled, but do help to ensure that the planner maximizes the knowledge and skill he/she already has.”
— Michael Kitces, Publisher and Editor-In-Chief at Kitces.com
“I find the flowcharts and checklists helpful for content and for presenting topics to clients. It is a streamlined approach to presenting information and while complex, it also demonstrates the value the advisor brings to the client in helping them navigate these complex situations.”
— An Advisor from California
“It’s one of the best software products I have seen. It’s exactly what I have been looking for and trying to build internally. Well done!!!”
— Kate, an advisor in Florida
“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
“Overall, I have really enjoyed the service as it makes teaching and educating people much simpler. ”
— Michael, an advisor in California
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