fpPathfinder

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

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Category:
Important Life Events & Decisions

Getting Married

What Issues Should I Consider When Getting Married?

This checklist covers 29 of the most important planning issues to identify and consider when a client gets married (or remarried). It’s structured as follows:

  • Cash Flow Issues
  • Asset & Debt Related Issues
  • Insurance Planning Issues
  • Estate Planning Issues
  • Tax Planning Issues
  • Long-Term Planning Issues
  • Other Issues
Related Guides
Divorce Issues
Category: Important Life Events & Decisions

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 it! I find it very helpful. It's a great client value add.”
— Phillip, an advisor in North Carolina
“Your software and platform are awesome and super helpful to me and my clients”
— Clinton, an Advisor in New York
“I can’t tell you how much I appreciate the Flow Charts you are providing. Helps me feel a little less crazy as an advisor.”
— Tami C, an advisor in Colorado
“fpPathfinder is fantastic. I really can't find any flaws.”
— Joshua, an advisor in Pennsylvania
“fpPathfinder is the only planning tool that tries to address all of the obstacles facing our clients”
— Cathy Curtis, Curtis Financial Planning
“Our firm had been looking for something like this for so many years. A standardized checklist or flowchart of important issues to consider, and a way to integrate the responses into our system. When we stumbled across your service, I couldn't have signed up any quicker. We now use the checklists to conduct monthly webinars about the all of the important topics”
— An advisor in Texas
“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
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