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New Resources: Investment Review & Roth 401(k) Contributions

August 10, 2020
Resource Additions, Announcements

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

 

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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.
“We are delighted with the thoroughness of each chart in simplifying the complex questions and helping lead to an answer. These are indeed a helpful asset in our toolbox for work with clients.”
— Victoria L, an advisor in Massachusetts
“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
“With working from home most of 2020, we wanted to still catch some face time with our clients. We used the checklists and flowcharts to conduct webinars covering various topics. In fact, having the charts readily available, we were able to do many of these on a weekly basis, knowing the material was pretty much already established. We had such great feedback that we are continuing the webinars into 2021. We have many that actually look forward to our meeting times, and found being able to have the flowchart or checklist available to work on their own later was an added bonus.”
— An advisor in Texas
“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
“My clients and COIs love these. I’ve shown the medicare IRMAA flowchart to a Medicare consultant I work with and she loved it”
— Steve, an advisor in Ohio
“fpPathfinder is the only planning tool that tries to address all of the obstacles facing our clients”
— Cathy Curtis, Curtis Financial Planning
“I can’t tell you how much I appreciate the Flow Charts you are providing. Helps me feel a little less crazy as an advisor.”
— Tami C, an advisor in Colorado
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Recent Blog Posts

  • New Flowchart, 2021: Do I Need To Start Making Estimated Federal Income Tax Payments?
  • New Checklists, 2021: How Might President Biden’s Tax Plan Affect Mass Affluent and HNW Clients
  • I’m About To Use A Checklist With A Client, How Do I Prepare Myself?
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