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Am I At Risk Of Having My Identity Stolen Or Being A Victim Of Fraud?

In the midst of the current global pandemic, there has been an increase in fraudulent and criminal activity. Now more than ever, your clients may be targeted financially through a variety of schemes. This checklist helps guide the conversation regarding common threats and scams, ensuring that your clients are informed and actively protecting their identity and assets.

This checklist covers:

  • Ways to minimize cyber threats
  • Tips to identify common scams
  • Steps to take if a client suspects unlawful activity
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What Issues Should I Consider When Reviewing My Health And Life Insurance Policies?
Category: General, Insurance Planning
What Issues Should I Consider Before The End Of The Year?
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What Documents Do I Need To Keep On File?
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Issues To Consider In Client Annual Review Meeting
Category: General
What Issues Should I Consider During A Recession Or Market Correction?
Category: General
What Accounts Should I Consider If I Want To Save More?
Category: General
Master List Of Goals
Category: General
What Issues Should I Consider At The Start Of The Year?
Category: General
Should I Lease Or Buy My Next Automobile?
Category: General
What Issues Should I Consider When Reviewing My RMD?
Category: General, Retirement / Decumulation, Life Events
What Issues Should I Consider When Reviewing My Beneficiaries?
Category: General, Estate Planning
What Issues Should I Consider When Using A Reverse Mortgage?
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What Issues Should I Consider When Establishing And Maintaining My Emergency Fund?
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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.
“fpPathfinder is the only planning tool that tries to address all of the obstacles facing our clients”
— Cathy Curtis, Curtis Financial Planning
“Overall, I have really enjoyed the service as it makes teaching and educating people much simpler. ”
— Michael, an advisor in California
“I really love the flowcharts and they are helping me explain difficult decision points/rules to my client base. In fact, I plan to upgrade so I can use some of the material on my website with my own branding.”
— An advisor in Texas
“Our team has really liked the charts and were particularly pleased with the traditional IRA vs. 401k for a business and the QBI chart.”
— Scott, an advisor in Oregon
“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
“fpPathfinder is a great tool! It mirrors much of what I've developed on my own for tax planning, life events, etc. However, it's been great to double-check my own work in those areas and also to motivate me to deepen my knowledge on other topics”
— Jonathan, an advisor in Colorado
“In client meetings I'm often sharing a checklist regarding a specific topic, and helping clients understand the planning issues, opportunities, and process all very quickly and efficiently.”
— An advisor in Texas
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