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

September 5, 2019
How Advisors Use The Checklists and Flowcharts, Getting Started, Planning Management

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.
“fpPathfinder is the only planning tool that tries to address all of the obstacles facing our clients”
— Cathy Curtis, Curtis Financial Planning
“The flowcharts have helped a lot in recent discussions with the changing markets, providing us with confidence that our clients are getting the best, most accurate information.”
— Matthew, an advisor in Georgia
“This has been super helpful and I am getting rave reviews in using these flowcharts and checklists”
— Christoper, an advisor in Illinois
“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
“What you guys have created is pretty badass! I’ve used your material for both client meetings and prospective clients.”
— An advisor in California
“ fpPathfinder is great. It's perfect for supplemental content to enhance our marketing efforts.”
— Ray, an advisor in California
“I think it’s the bees knees! I think it provides me and my clients the most value of any of the services we use at my firm. Everything is well-designed and the amount of material you guys pack into a page without it being overwhelming is AMAZING”
— An advisor in Kentucky
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