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Reviewing Strategies To Save More (January and February)

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

Part 2 of 7 from the Series: Use The Checklists and Flowcharts To Enhance Your Planning Process. 

Use this email to invite your clients for a specific planning exercise. Send and share the “What Accounts Should I Consider If I Want To Save More?” checklist to encourage them to start the year off on the right foot and consider additional saving strategies. 

Email Subject Line: 15 ways to save more in [insert year]

Dear [Client],

During the months of January and February, we like to help clients identify proactive ways to start the year off right and save more.

Perhaps you…

  • Received a bonus or a raise and need guidance on how to save or invest the additional cash;
  • Have a tax refund coming to you; or
  • Want to consider ways to save more this year.

Whatever the case may be, the beginning of the year is a great time to set your intentions and establish good habits to ensure you save for your financial goals.

Identifying available savings opportunities and prioritizing across accounts can be complex and overwhelming. For example, do you know whether you are eligible for and taking full advantage of pre-tax health care savings accounts, such as HSAs and FSAs? Are you optimizing your retirement savings, choosing between traditional and Roth options, obtaining the full amount of any employer match, and maximizing your contributions?

To help you spot ways to save more this year, we have a checklist [link your white labeled version saved on your website or Google Doc] that outlines over 15 strategies to consider when you have surplus cash or savings on hand.

While the checklist can help you identify different opportunities, we are always available to meet with you to discuss your finances and goals, and to identify what options best suit your unique circumstances.

Please contact us today to schedule a time to discuss this further, or [schedule a time with us on our calendar (insert 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.
“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
“I love your resources, you guys & gals have helped us take our practice to the next level!”
— Trevor, an advisor in California
“I find fpPathfinder to be very helpful. I use the checklists and flowcharts to help prep for every meeting.”
— Ryan, an advisor in New York
“I think it’s the bees knees! I think it provides me and my clients the most value of any of the services we use at my firm. Everything is well-designed and the amount of material you guys pack into a page without it being overwhelming is AMAZING!”
— An advisor in Kentucky
“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
“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 find the flowcharts and checklists helpful for content and for presenting topics to clients. It is a streamlined approach to presenting information and while complex, it also demonstrates the value the advisor brings to the client in helping them navigate these complex situations.”
— An Advisor from California
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