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Picking The First Checklists And Flowcharts To Incorporate Into Your Business.

September 5, 2019
Getting Started

We have put together the following curated list of checklists and flowcharts that many other advisors first started using when they became members.  And if you missed it, click here for ideas on how to implement checklists and flowcharts.

Popular Checklists and Flowcharts:

Can I Make A Deductible IRA Contribution?: There are many different considerations that affect one’s ability to contribute to a Traditional IRA. To make matters worse, the contribution limits usually change from one year to the next.  This was the very first flowchart created because Michael Lecours could not keep these rules straight when he talked with clients.

Issues To Consider During A Client Annual Review Meeting?:  This checklist covers 40 of the most important planning issues to identify and consider during a client’s annual review meeting.

Should I Rollover My Dormant 401(k)?: 401(k)s and IRAs have many unique features that may be meaningful to your client depending on their situation. The decision to roll over a dormant 401(k) involves more than just fees and investments.  This flowchart helps to address that conversation.

What Issues Should I Consider Before I Retire?: This checklist covers 32 of the most important planning issues to identify and consider for a client who is about to retire.

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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.
“The flowcharts give me a lot of confidence. Candidly, I sometimes worry that I might miss something when planning for my clients. The flowcharts give me confidence that I won't.”
— An advisor in Virginia
“fpPathfinder is a great tool! It mirrors much of what I've developed on my own for tax planning, life events, etc. However, it's been great to double-check my own work in those areas and also to motivate me to deepen my knowledge on other topics”
— Jonathan, an advisor in Colorado
“Our team has really liked the charts and were particularly pleased with the traditional IRA vs. 401k for a business and the QBI chart.”
— Scott, an advisor in Oregon
“The decision tree format has been immensely helpful. The design is very simple and elegant.”
— Deirdre, an advisor in Massachusetts
“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
“The charts are probably as much value to me (as advisor) as they are when given to a specific client. I know and understand the topics covered, but it can be a lot faster to refresh with a quick glance at the chart’s decision tree vs having to read through regulations”
— Larry, an advisor in Oregon
“Checklists don't make the planner smarter or more skilled, but does help to ensure that the planner maximizes the knowledge and skill he/she already has.”
— Michael Kitces, Publisher and Editor-In-Chief at Kitces.com
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Recent Blog Posts

  • New Resources: Master List Of Goals & Pay Stub Review
  • New Feature: Send Interactive Checklists to Clients with “Share A Link”
  • New Resources: Incentive Stock Options, Important Dates, and Important Milestones (And Updated Resources)
  • Picking the Right Resources to Share with Your Retired Clients

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