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Reviewing End-Of-Year Planning Opportunities (November and December)

October 23, 2020
How Advisors Use The Checklists and Flowcharts, Marketing

Part 7 of 7 from the Series: Use The Checklists and Flowcharts To Enhance Your Planning Process.

A very important area to review are all the issues that are typically addressed at the end of the year. The email outlines the need for end of year planning at a high level, while the “What Issues Should I Consider Before The End Of The Year?” checklist covers lots of possible planning issues.

Email Subject Line: End-of-year opportunities for your finances

Dear [Client],

During November and December, we want to help you spot planning opportunities that are very time-sensitive.

Perhaps you…

  • Are considering making year-end gifts to charitable organizations or family members, and need to determine your optimal funding strategy;
  • Are looking to reduce your income tax liability this year, and are seeking loss harvesting and income-reduction opportunities; or
  • Wish to make a high-level survey of your financial picture, ensuring that you aren’t missing any windows of opportunity that close with the calendar year.

Whatever the case may be, the end of the year is an important time for us to get together.

Tracking numerous deadlines and avoiding missed planning opportunities can be challenging during these busy months. To help ensure that you remain on track, we have a checklist that outlines 18 time-sensitive considerations to guide your end-of-year review and tee up any adjustments for the coming year [link to your white labeled version from your website or Google Doc].

While the checklist can help you spot good ways to identify all the different opportunities to consider, we are always available to meet with you to discuss your finances and goals, and to identify what the best opportunities are for you.

Please contact us today to schedule a time to discuss this further, or [schedule a time with us on our calendar here (link your calendar link here)].

 

Sincerely,

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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.
“The resources available are beneficial internally and for clients. The checklists help advisors think outside the box of their knowledge and experience covering a multitude of planning areas. The flowcharts are well laid out visuals for the clients with possible scenarios identified and clear paths to take. fpPathfinders does a nice job updating the resources regularly and communicating to their customer base as well.”
— An advisor in Minnesota
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— Roger Whitney, CFP®️, CIMA®️, CPWA®️
“I love the new "share a link" feature. This has made it much easier to send flowcharts and checklists to our clients. Thanks for the add!”
— An advisor in Texas
“With working from home most of 2020, we wanted to still catch some face time with our clients. We used the checklists and flowcharts to conduct webinars covering various topics. In fact, having the charts readily available, we were able to do many of these on a weekly basis, knowing the material was pretty much already established. We had such great feedback that we are continuing the webinars into 2021. We have many that actually look forward to our meeting times, and found being able to have the flowchart or checklist available to work on their own later was an added bonus.”
— An advisor in Texas
“The fpPathfinder information is easy to find by topic and has been helpful in prepping for client meetings.”
— An advisor in New York
“Thanks for having all of these so conveniently put together. We were working on many of these for years, but often could not find the time to keep them updated. This has been a blessing to our firm. ”
— An advisor in Texas
“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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