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Service Calendar

Category:
General
What Issues Should I Consider When Reviewing My Health And Life Insurance Policies?
Category: General, Insurance Planning
As Someone Who Is Working, What Issues Should I Consider When Reviewing My Tax Return?
Category: General, Tax Planning
As A Retiree, What Issues Should I Consider When Reviewing My Tax Return?
Category: General, Tax Planning
What Issues Should I Consider Before The End Of The Year?
Category: General
What Issues Should I Consider Before I Update My Estate Plan?
Category: General, Estate Planning
What Issues Should I Consider When Reviewing My Investments?
Category: General, Assets and Investment Planning
Should I Change My Medicare Coverage During Open Enrollment?
Category: General, Retirement / Decumulation, Insurance Planning, Life Events
What Issues Should I Consider When Establishing My Charitable Giving Strategy?
Category: General, Estate Planning
Master List Of Goals
Category: General
What Issues Should I Consider When Reviewing My Estate Planning Documents?
Category: General, Estate Planning
What Issues Should I Consider When Reviewing Cash Flow?
Category: General
What Issues Should I Consider At The Start Of The Year?
Category: General
What Issues Should I Consider With My Employer-Provided Benefits?
Category: General, Working / Accumulation Phase, Life Events
What Issues Should I Consider When Reviewing My RMD?
Category: General, Retirement / Decumulation, Life Events
What Issues Should I Consider When Reviewing My Beneficiaries?
Category: General, Estate Planning
Internal Client Service Calendar
Category: General
What Issues Should I Consider When Establishing And Maintaining My Emergency Fund?
Category: General
What Documents Do I Need To Collect For Filing My 2023 Tax Return?
Category: General, Tax Planning
What Issues Should I Consider With The Income From My Taxable Non-Qualified Account(s)?
Category: General, Tax Planning, Assets and Investment Planning
Related Topics
Cashflow
Category:
General
Important Dates & Numbers
Category:
General
Recurring
Category:
General
New Client
Category:
General
Family-Related
Category:
General
Service Calendar
Category:
General
Debts
Category:
General
Caring Loved Ones
Category:
General
Divorce Planning
Category:
General
College Planning / Funding
Category:
General
Deliverable
Category:
General
Age-Related Planning 60s
Category:
General
Age-Related Planning 70s
Category:
General

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“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
“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
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— An advisor in Utah
“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
“fpPathfinder is the only planning tool that tries to address all of the obstacles facing our clients”
— Cathy Curtis, Curtis Financial Planning
“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
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