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Client Meetings & Client Service Calendar

Start Of The Year Planning Issues

What Issues Should I Consider At The Start Of The Year?

The start of the year is a great time for a financial check-up. In addition to reflecting back on the prior year, clients may be particularly motivated in January to consider making financial resolutions for the future. You are uniquely positioned to help clients review their circumstances and goals and to guide them toward impactful improvements.

To help frame your conversations with clients who are looking to make a fresh start this year, we have created this checklist. It covers fundamental considerations, including:

  • Personal issues
  • Cash flow issues
  • Asset and debt issues
  • Tax issues
  • Insurance issues
  • Legal issues

 

Click here for a client-facing email template.

This guide is a part of the Topic Bundle: Client Service Calendar.

Related Guides
End Of The Year Planning Issues
Category: Client Meetings & Client Service Calendar
Client Annual Review
Category: Client Meetings & Client Service Calendar
Important Numbers
Category: Tax Planning, Client Meetings & Client Service Calendar
New Client Review
Category: Client Meetings & Client Service Calendar
Important Dates
Category: Client Meetings & Client Service Calendar
Important Milestones
Category: Client Meetings & Client Service Calendar
Master List Of Goals
Category: Client Meetings & Client Service Calendar
Topic Bundle: Client Service Calendar
Category: Client Meetings & Client Service Calendar

What Customers Are Saying About Us

Hundreds of other advisors are actively using fpPathfinder. Read what those lovely people have to say about us.
“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
“I just met with a client who had a question regarding her eligibility for Social Security benefits. We went through the flowcharts answering each question and following the lines. She looked at me and said 'This is great, it was so much easier to use this than trying to go through all the literature that Social Security offers. Thank you so much.'”
— Ben G, an advisor in Wisconsin
“It's hands-down the best collection of client-facing resources I've found anywhere. The checklists are amazing too, to make sure I'm not forgetting anything in a review.”
— An advisor in Kentucky
“I really love the concept of fpPathfinder because I spend so much time reinventing the wheel when communicating planning concepts to clients. Moreover, the flowchart format can be used time and time again to produce consistent results.”
— Kevin P, an advisor in Illinois
“The decision tree format has been immensely helpful. The design is very simple and elegant.”
— Deirdre, an advisor in Massachusetts
“I think fpPathfinder is the best tool I’ve ever seen in the financial planning realm. I spend an unbelievable amount of time researching some of these issues that have been boiled down to one page: consulting with other experts, citing specific sources as a backup, reviewing my work, and coming to a final conclusion.”
— Jeff S, an advisor in Missouri
“I just utilized one of the Roth flowcharts live on the phone with a client. It worked perfectly!”
— Rick, a financial advisor
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