• Member Section
  • Support
  • About Us
  • Blog
  • Log In
  • Become a Member

fpPathfinder

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

  • Member Section
  • Support
  • About Us
  • Blog
  • Log In
  • Become a Member

The Kids Are (Or Will Be) Alright: Checklists For The Next Generation

June 9, 2021
Resource Additions, Announcements

Your clients’ children — whether young or grown — will have their individual financial needs sooner than later. For some families, you can be the professional who leads financial literacy conversations and cement multi-generational relationships. For others, you can lead the important, complex planning conversations to the lifetime benefit of a child with special needs.

June’s new checklists can support your efforts to accomplish both missions.

What Issues Should I Consider When Starting Out Financially?

Children entering adulthood should have a financial literacy foundation because it will help them understand the work you do to create, manage, and transfer wealth.  Over time, it’s inevitable that you will learn more about the next generation’s outlook, capabilities, and needs. You’ll be in an ideal position to reinforce their skills as a result.

Use this checklist to guide your discussions on the following topics:

  • Goal setting
  • Cash flow management
  • Saving strategies
  • Credit and debt management
  • Risk management

Review the checklist with your clients and encourage them to take it home to review with their children. In fact, you’ll find it’s a powerful tool for a family meeting that can reinforce your relationship and your work.

What Issues Should I Consider For My Child With Special Needs?

When your client tells you their child has special needs, you can stand out as a trusted advisor. Your empathy and understanding will rule the day. The financial issues are complex, however, and require a direct but delicate approach.

This checklist will help you familiarize yourself with the following vital considerations:

  • Qualification for needs-based public benefits
  • ABLE accounts and special needs trusts
  • Tax planning opportunities
  • Estate planning challenges
  • Lifelong support considerations

Special needs require specialized financial strategies. Your knowledge and coordination will benefit your client and their child in measurable ways for years to come. 

Members have access to every checklist, flowchart, and summary guide in our library. If you’d like to have access, too, become a member today. 

Become A Member

 

Sign Up to Receive Updates

Join our mailing list to be updated as we release new flowcharts and checklists that might be of interest.
  • This field is for validation purposes and should be left unchanged.

Categories

  • Service Guides – Linked
    • Guide Bundles
    • Timely Conversations
    • Age-Related Planning
    • Money In Motion
    • Top 10 Most Popular Resources
    • Client Service Calendar
  • How Advisors Use The Checklists and Flowcharts
    • Best Practices
    • Getting Started
    • Marketing
    • Planning Management
  • Announcements
    • Company Announcements
    • Resource Additions
    • Feature Annoucements
    • Updated Resources
  • In The Press

Become a Member

See how our flowcharts and checklists help you navigate complex financial planning questions.
Become a Member

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 one of a few tools that I use most often in my practice. It has improved my process and the client outcomes.”
— An advisor is Texas
“I love it! I find it very helpful. It's a great client value add.”
— Phillip, an advisor in North Carolina
“These tools look great. They will really help me share quality content with those I assist and will allow us to reduce errors. Furthermore, these tools really help our teams look professional and solidify us as true planners”
— Shane, an advisor
“fpPathfinder is the only planning tool that tries to address all of the obstacles facing our clients”
— Cathy Curtis, Curtis Financial Planning
“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
“Overall, I have really enjoyed the service as it makes teaching and educating people much simpler. ”
— Michael, an advisor in California
“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
Become a Member
  • Become a Member
  • Member Section
  • Blog
  • TOS & Privacy Policy
  • Suggest a Flowchart or Checklist
  • Careers: We’re Hiring

Recent Blog Posts

  • A Client Engagement Strategy
  • Lease Or Buy: The Automobile Question
  • Home-Specific Bundle: 3 Guides
  • Pump Up Your Marketing

Sign Up to Receive Updates

Join our mailing list to be updated as we release new flowcharts and checklists that might be of interest.
  • This field is for validation purposes and should be left unchanged.

Have a question, idea, comment, or see an error? We want to know! Email us at [email protected]!

Copyright © 2022 fpPathfinder, All rights reserved.

Easily and quickly provide guidance to your clients. Then properly document your conversation or meeting.

Upgrade to Premier to use an interactive checklist and integrate with Redtail and Wealthbox.

Learn More

Feature your expertise by putting flowcharts and checklists with your brand in front of your clients and prospects.

Upgrade to Deluxe or Premier to white label the resources.

Learn More

Save time by downloading all the checklists and flowcharts with one click.

Upgrade to Deluxe or Premier to download all the resources with one click.

Learn More