Using Financial Planning Checklists Within Your Team

If you work as a team with other advisors, checklists may offer an appealing solution that can help you add more structure to the advice you provide to your clients. This becomes a big obstacle facing advisory firms as they…

Do you send PDF reports to your clients that summarize their financial plan? Most of the major financial planning tools (eMoney, MoneyGuide, and Right Capital) offer a variety of report options to help illustrate how well the client is on…

Among fpPathfinder’s members, customizable checklists are one of the most frequent new feature requests we receive. Most commonly, the advisor either wants to control which questions the client sees (and eliminate certain questions they deem as irrelevant or unnecessary) or…

We’re excited to announce two new resources this month to help you be more diligent in the planning process, plus a recap of timely and updated resources to keep you in-the-know. Details are below: New Checklist: Master List Of Goals…

At fpPathfinder, we are always looking for ways to help you become more diligent in your planning processes. That’s why we are excited to announce a new feature called “Share A Link” that will help you improve your workflow, improve…

There is a LOT going on at fpPathfinder right now. Almost all the resources are being updated for 2021 over the next few weeks.  If there is a particular resource you’re looking for, chances are it will be updated very…

There are a multitude of planning opportunities for clients who are in the process of retiring. But there are also lots of planning opportunities that should be considered for clients that have been retired for some time. Many of those…

We’re excited to announce two new resources this month to help you be more diligent in the planning process. Details are below: New Checklist: What Issues Should I Consider When Establishing My Charitable Giving Strategy? Many of your clients are…