fpPathfinder

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

As A Business Owner, What Emergency Relief Options Should I Consider During The Coronavirus Pandemic?

Blurred Flowchart

Become a Member to view.
Already a member? Login Here

Become a Member
View Sample
Interactive Checklist Created with Sketch.

With recent legislation to help small businesses deal with the impact of the coronavirus pandemic, it has become very confusing to keep all the eligibility rules straight and the types of relief small business owners can receive.  This checklist covers the following key planning points related to:

  • Eligibility issues for PPP and EIDL programs
  • The types of relief qualifying business owners can receive from various programs.
  • How loan forgiveness works
  • The extent to which these programs work in conjunction with each other
  • Key points of the Employee Retention Credit 
  • Key points of payroll tax deferral

The purpose of this checklist is to provide a high-level overview of the major financial planning points that advisors are discussing with their small business owner clients. We will continue to update this checklist as further guidance is provided.

 

Updated: 4/6/2020

Get Instant Access and Navigate The Growing Complexity of Financial Planning.

Financial Planning is complex. It’s easy to forget a rule or become confused. Just when you think you have it figured out, the rules change. With fpPathfinder you can be a more diligent advisor and systematize your planning process.
Become a Member See a Sample

What Customers Are Saying About Us

Hundreds of other advisors are actively using fpPathfinder. Read what those lovely people have to say about us.
“Love the Redtail integration - it’s been instrumental in my prep for my client reviews. I’m finding my self being over-prepared because of the robust lists which is great.”
— Don, and advisor in California
“I think fpPathfinder is the best tool I’ve ever seen in the financial planning realm. I spend an unbelievable amount of time researching some of these issues that have been boiled down to one page: consulting with other experts, citing specific sources as a backup, reviewing my work, and coming to a final conclusion.”
— Jeff S, an advisor in Missouri
“fpPathfinder is the only planning tool that tries to address all of the obstacles facing our clients”
— Cathy Curtis, Curtis Financial Planning
“Checklists don't make the planner smarter or more skilled, but do 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
“It’s one of the best software products I have seen. It’s exactly what I have been looking for and trying to build internally. Well done!!!”
— Kate, an advisor in Florida
“I really love the concept of fpPathfinder because I spend so much time reinventing the wheel when communicating planning concepts to clients. Moreover, the flowchart format can be used time and time again to produce consistent results.”
— Kevin P, an advisor in Illinois
“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
Become a Member

Recent Blog Posts

Sign Up to Receive Updates

Join our mailing list to be updated as we release new flowcharts and checklists that might be of interest.
  • This field is for validation purposes and should be left unchanged.