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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. 

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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 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
“I think fpPathfinder is the best tool I’ve ever seen in the financial planning realm. I spend an unbelievable amount of time researching some of these issues that have been boiled down to one page: consulting with other experts, citing specific sources as a backup, reviewing my work, and coming to a final conclusion.”
— Jeff S, an advisor in Missouri
“I love these checklists and flowcharts! They are very useful and helpful in making sure I am covering all (or at least most) points regarding a specific topic.”
— Michael, an advisor in Pennsylvania
“Checklists don't make the planner smarter or more skilled, but do help to ensure that the planner maximizes the knowledge and skill he/she already has.”
— Michael Kitces, Publisher and Editor-In-Chief at Kitces.com
“What you guys have created is pretty badass! I’ve used your material for both client meetings and prospective clients.”
— An advisor in California
“fpPathfinder has been critical in my execution of financial planning. They provide well thought resources for when clients face specific problems, and I use them over and over again.”
— Roger Whitney, CFP®️, CIMA®️, CPWA®️
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