Start Of The Year Planning Issues

Already a Member? Login

GUIDES

All Guides

What Issues Should I Consider At The Start Of The Year?

The start of the year is a great time for a financial check-up. In addition to reflecting back on the prior year, clients may be particularly motivated in January to consider making financial resolutions for the future. You are uniquely positioned to help clients review their circumstances and goals and to guide them toward impactful improvements.

To help frame your conversations with clients who are looking to make a fresh start this year, we have created this checklist. It covers fundamental considerations, including:

Personal issues
Cash flow issues
Asset and debt issues
Tax issues
Insurance issues
Legal issues

Click here for a client-facing email template.

This guide is a part of the Topic Bundle: Client Service Calendar.

Become a Member

View Sample

Related Guides

Required Minimum Distribution (RMD) Issues

Category: Client Meetings & Client Service Calendar, Retirement/Decumulation

Tax Return Document Preparation

Category: Tax Planning, Client Meetings & Client Service Calendar

“The resources available are beneficial internally and for clients. The checklists help advisors think outside the box of their knowledge and experience covering a multitude of planning areas. The flowcharts are well laid out visuals for the clients with possible scenarios identified and clear paths to take. fpPathfinders does a nice job updating the resources regularly and communicating to their customer base as well.”

— An advisor in Minnesota

“This is one of my best subscriptions I pay for!”

— Sean, an advisor in California

“The flowcharts give me a lot of confidence. Candidly, I sometimes worry that I might miss something when planning for my clients. The flowcharts give me confidence that I won't.”

— An advisor in Virginia

“The charts are probably as much value to me (as advisor) as they are when given to a specific client. I know and understand the topics covered, but it can be a lot faster to refresh with a quick glance at the chart’s decision tree vs having to read through regulations”

— Larry, an advisor in Oregon

“fpPathfinder is the only planning tool that tries to address all of the obstacles facing our clients”

— Cathy Curtis, Curtis Financial Planning

“I just met with a client who had a question regarding her eligibility for Social Security benefits. We went through the flowcharts answering each question and following the lines. She looked at me and said 'This is great, it was so much easier to use this than trying to go through all the literature that Social Security offers. Thank you so much.'”

— Ben G, an advisor in Wisconsin

“The decision tree format has been immensely helpful. The design is very simple and elegant.”

— Deirdre, an advisor in Massachusetts

Congrats!

Welcome Aboard!

Account Set-up

Tailor Your Experience

Congrats!