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

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Popular Checklists and Flowcharts

March 30, 2021
Best Practices, How Advisors Use The Resources, Getting Started, Planning Management

With nearly a hundred resources developed so far, members often ask us which resources are most popular.  While we see certain resources become popular during specific periods of time (like our checklist that covers end of year planning issues), we have listed the top ten most popular resources throughout the year.

  1. Important Numbers: Stay up-to-date on the numbers that affect your clients using this Quick Reference Guide.
  2. Master List Of Goals:  Help your clients Identify and prioritize which goals are the most important to them.
  3. Issues to Consider As A New Client: First impressions matter. Enhance your client’s initial experience and ask the right questions to identify planning opportunities.
  4. Issues To Consider In A Client Annual Review Meeting: Provide a framework to ensure that major planning opportunities are addressed during annual client review meetings.
  5. Should I Consider Doing a Roth Conversion? Roth Conversions are an important strategy to discuss with many clients. This resource can help guide the conversation and become an important strategy discussion.
  6. What Issues Should I Consider When Reviewing My Investments? Help guide your conversation when reviewing investment portfolios with your clients.
  7. Should I Take My Pension As A Lump Sum? Help clients decide if taking a lump sum distribution/buyout is right for them.
  8. Should I Consider Refinancing My Mortgage? Each client’s situation is unique, and many factors must be considered before making the decision to refinance.
  9. What Issues Should I Consider If I Experience A Sudden Wealth Event? Unexpected wealth events, both large and small, can alter a client’s financial plan.
  10. What Accounts Should I Consider If I Want To Save More? Help your clients identify which accounts are the most appropriate ones to save more.

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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.
“These tools look great. They will really help me share quality content with those I assist and will allow us to reduce errors. Furthermore, these tools really help our teams look professional and solidify us as true planners”
— Shane, an advisor
“I love it! I find it very helpful. It's a great client value add.”
— Phillip, an advisor in North Carolina
“fpPathfinder is fantastic. I really can't find any flaws.”
— Joshua, an advisor in Pennsylvania
“One client just said 'Wow, thank you for this. I would have screwed up my retirement if not for this.'”
— David, an advisor in NY
“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
“This is probably the best money I have ever spent. I love fpPathfinder!”
— Phillip, an advisor in North Carolina
“I love your resources, you guys & gals have helped us take our practice to the next level!”
— Trevor, an advisor in California
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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?
  • How Do I Use These Resources In A Client Meeting?

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