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What's a Planning Topic you address or want to address with your clients every year?
Reviewing Tax Returns
Beneficiary Review
Reviewing Insurance Coverage
Planning For Strategic Charitable Giving
Which of these describes a current client situation?
I have a new client and I want to show them how much we cover
An existing client needs an annual review
I have a client that is retiring
A client needs their investments reviewed
Which of these most popular resources would you like to view?
Important Numbers (like tax rates)
Master List Of Goals
What Issues Should I Consider Before The End Of The Year?
Estate Planning

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fpPathfinder

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

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Two New Checklists Are Available: Client Annual Review & Closing An Estate

April 24, 2019
Resource Additions, Announcements

We are excited to release two new checklists for our members. While our flowcharts cover specific and sometimes technical planning issues, checklists are more high level and are designed to make sure advisors don’t miss a planning issue (a brief philosophy of our approach to checklists).

For Essential and Deluxe members, here are the two checklists being released today:

What Issues Should I Consider Before Closing The Estate:  This covers 23 issues and questions to ask your client in helping them decide if they can close the estate for a loved one.

Issues to Consider In A Client Annual Review Meeting: This covers 40 questions to ask your client during a client annual review meeting to uncover possible planning issues.

What do you think of these two new checklists?  Send me an email – I’d love to hear your thoughts.

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See how our flowcharts and checklists help you navigate complex financial planning questions.
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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 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
“Overall, I have really enjoyed the service as it makes teaching and educating people much simpler. ”
— Michael, an advisor in California
“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
“fpPathfinder is fantastic. I really can't find any flaws.”
— Joshua, an advisor in Pennsylvania
“The fpPathfinder information is easy to find by topic and has been helpful in prepping for client meetings.”
— An advisor in New York
“I really love the concept of fpPathfinder because I spend so much time reinventing the wheel when communicating planning concepts to clients. Moreover, the flowchart format can be used time and time again to produce consistent results.”
— Kevin P, an advisor in Illinois
“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
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Easily and quickly provide guidance to your clients. Then properly document your conversation or meeting.

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