This checklist covers 40 of the most important planning issues to identify and consider during a client annual review meeting. It’s structured as follows:
Cash Flow Issues
Asset & Debt Issues
Insurance Planning Issues
Tax Planning Issues
Long-Term Planning Issues
Updated for 11/15/2021
What Issues Should I Consider When Reviewing My Health And Life Insurance Policies?
General, Insurance Planning
What Issues Should I Consider Before The End Of The Year?
What Documents Do I Need To Keep On File?
What Issues Should I Consider During A Recession Or Market Correction?
What Accounts Should I Consider If I Want To Save More?
Master List Of Goals
What Issues Should I Consider At The Start Of The Year?
What Issues Should I Consider When Reviewing My RMD?
What Issues Should I Consider When Reviewing My Beneficiaries?
What Customers Are Saying About Us
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“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”
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