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General, Life Events

What Issues Should I Consider During My Divorce?

This checklist covers 28 of the most important planning issues to identify and consider when a client is going through a divorce. It’s structured as follows:

  • Cash Flow Issues
  • Asset & Debt Issues
  • Insurance Planning Issues
  • Tax Planning Issues
  • Long-Term Planning Issues
  • Other Issues
Related Guides
Am I Eligible For Social Security Benefits If I Have Been Divorced?
Category: General, Retirement / Decumulation, Life Events

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Hundreds of other advisors are actively using fpPathfinder. Read what those lovely people have to say about us.
“I just utilized one of the Roth flowcharts live on the phone with a client. It worked perfectly!”
— Rick, a financial advisor
“It's hands-down the best collection of client-facing resources I've found anywhere. The checklists are amazing too, to make sure I'm not forgetting anything in a review.”
— An advisor in Kentucky
“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
“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
“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
“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
“Your software and platform are awesome and super helpful to me and my clients”
— Clinton, an Advisor in New York
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