fpPathfinder

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

What Issues Should I Consider When Getting Married?

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Interactive Checklists Created with Sketch.

This checklist covers 28 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

Updated for 2020

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 great. It's perfect for supplemental content to enhance our marketing efforts.”
— Ray, an advisor in California
“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
“Your software and platform are awesome and super helpful to me and my clients”
— Clinton, an Advisor in New York
“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
“It is very helpful for us when we have a client in and we have an issue at hand. Walking through the checklist helps us big time.”
— William, an advisor In Massachusetts
“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
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