We’re excited to announce two new resources this month to help you be more diligent in the planning process. Details are below:
New Checklist: What Issues Should I Consider When Reviewing My Investments?
This checklist helps guide your conversations with clients (or prospective clients) when reviewing their investment portfolios. Whether you are advising novice or experienced investors, it is critical to review their investment portfolios as part of the financial planning process. Particularly during times of uncertainty and volatility, a portfolio review can help you and your clients evaluate and confirm their strategy, ensuring alignment with their financial goals.
New Flowchart: Should I Contribute To My Roth 401(k)?
Roth 401(k)s have become an increasingly popular alternative to traditional 401(k)s, allowing participants to make after-tax salary deferrals to their employer plans. Many clients may have the opportunity to contribute to a designated Roth account in their 401(k), but are uncertain about the best savings strategy for their personal circumstances. This flowchart helps you guide your clients through a series of considerations that will inform their decision whether to contribute to a Roth 401(k).
If you are a member, review these new resources in our membership and:
- Proactively reach out to current clients for planning opportunities
- Proactively reach out to prospective clients as a touchpoint
- Deluxe members create your own custom branded resources and share on your blog and newsletter
- Deluxe members incorporate your custom branded resources into your marketing (learn more here)
- Premier members can complete interactive versions of the checklists and integrate with Redtail (learn more here)
If you are not a member, you can view a sample checklist or sample flowchart and get a membership here. Then, take the steps listed above for our current members!
See our Summary Resources Guide, which shows all the resources.
As always, we welcome feedback from advisors who are having these conversations with their clients. How can we improve these resources? We want to hear from you. And if you have an idea for a resource, let us know.
To diligent planning,
The fpPathfinder Team
