fpPathfinder

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

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Category:
General, Life Events

What Issues Should I Consider When Getting Married?

This checklist covers 29 of the most important planning issues to identify and consider when a client gets married (or remarried). It’s structured as follows:

  • Cash Flow Issues
  • Asset & Debt Related Issues
  • Insurance Planning Issues
  • Estate Planning Issues
  • Tax Planning Issues
  • Long-Term Planning Issues
  • Other Issues
Related Guides
What Issues Should I Consider If My Spouse Passed Away?
Category: General, Estate Planning, Life Events
What Issues Should I Consider If My Spouse Has Been Diagnosed With A Terminal Illness?
Category: General, Insurance Planning, Life Events
Should I Consider Refinancing My Mortgage?
Category: General, Assets and Investment Planning
What Issues Should I Consider For My Child With Special Needs?
Category: General, Life Events
What Issues Do I Need To Consider As My Child Becomes Independent?
Category: General, Life Events

Getting Your Referral Stats

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 the only planning tool that tries to address all of the obstacles facing our clients”
— Cathy Curtis, Curtis Financial Planning
“The decision tree format has been immensely helpful. The design is very simple and elegant.”
— Deirdre, an advisor in Massachusetts
“Your software and platform are awesome and super helpful to me and my clients”
— Clinton, an Advisor in New York
“I love it! I find it very helpful. It's a great client value add.”
— Phillip, an advisor in North Carolina
“What you guys have created is pretty badass! I’ve used your material for both client meetings and prospective clients.”
— 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
“It’s one of the best software products I have seen. It’s exactly what I have been looking for and trying to build internally. Well done!!!”
— Kate, an advisor in Florida
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