fpPathfinder

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

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


New Checklist Additions, New Flowchart Additions

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.

What Customers Are Saying About Us

Hundreds of other advisors are actively using fpPathfinder. Read what those lovely people have to say about us.
“It’s brilliant to boil complex planning strategies into a one-page flowchart. It totally beats having to read 4 -5 articles to understand each nuance and exception, especially on the tax issues.”
— Meghan, an advisor in Georgia
“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 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
“It is very helpful for us when we have a client in and we have an issue at hand. Walking through the checklist helps us big time.”
— William, an advisor In Massachusetts
“This has been super helpful and I am getting rave reviews in using these flowcharts and checklists”
— Christoper, an advisor in Illinois
“You just continue to put out great content on fpPathfinder. The 'What Issues Should I Consider Before The End Of The Year' checklist is fantastic.”
— Chris, an advisor in Illinois
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