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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

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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.
“It’s brilliant to boil complex planning strategies into a one-page flowchart. It totally beats having to read 4 -5 articles to understand each nuance and exception, especially on the tax issues.”
— Meghan, an advisor in Georgia
“I had my own internal set of workflows, but by piggybacking fpPathfinder, I've saved who knows how many hours. It's a great product and I'll be a subscriber for years.”
— An advisor in Texas
“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
“I adore your product. It’s so helpful to my clients and myself. I really like that I could change all the colors to match my logo. It looks fantastic.”
— An advisor in Washington
“Our firm had been looking for something like this for so many years. A standardized checklist or flowchart of important issues to consider, and a way to integrate the responses into our system. When we stumbled across your service, I couldn't have signed up any quicker. We now use the checklists to conduct monthly webinars about the all of the important topics”
— An advisor in Texas
“Love the Redtail integration - it’s been instrumental in my prep for my client reviews. I’m finding my self being over-prepared because of the robust lists which is great.”
— Don, and 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
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