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New Resources: Going Through A Divorce Checklist & Tax Impact Of Selling An Investment Flowchart

June 24, 2019
Resource Additions, Announcements

We are excited to release both a checklist and a flowchart this month. 

For Essential and Deluxe members, here are the two resources being released today:

What Issues Should I Consider During My Divorce:  This checklist covers 26 planning issues to identify and questions to ask a client who is going through a divorce. 

Will I Have To Pay Tax On The Sale of My Investment: This flowchart covers the issues to consider when calculating the tax impact of selling an investment.  There are several questions to ask a client to ensure that the tax liability on the sale of an investment is calculated correctly.

What do you think of these two new resources?  Send me an email – I’d love to hear your thoughts.

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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.
“I love these checklists and flowcharts! They are very useful and helpful in making sure I am covering all (or at least most) points regarding a specific topic.”
— Michael, an advisor in Pennsylvania
“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.'”
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— Chris, an advisor in Illinois
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