fpPathfinder

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

What Issues Should I Consider Before I Retire

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This checklist covers 32 of the most important planning issues to identify and consider for a client who is about to retire.  It’s structured as follows:

Cash Flow Issues
Health Insurance Issues
Asset & Debt Issues
Tax Planning Issues
Long-Term Planning Issues
Other Issues

Updated for 2020

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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.
“I love your resources, you guys & gals have helped us take our practice to the next level!”
— Trevor, an advisor in California
“This has been super helpful and I am getting rave reviews in using these flowcharts and checklists”
— Christoper, an advisor in Illinois
“I had my own internal set of workflows, but by piggybacking fpPathfinder, I've saved who knows how many hours. It's a great product and I'll be a subscriber for years.”
— An advisor in Texas
“I just met with a client who had a question regarding her eligibility for Social Security benefits. We went through the flowcharts answering each question and following the lines. She looked at me and said 'This is great, it was so much easier to use this than trying to go through all the literature that Social Security offers. Thank you so much.'”
— Ben G, an advisor in Wisconsin
“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
“I just utilized one of the Roth flowcharts live on the phone with a client. It worked perfectly!”
— Rick, a financial advisor
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