fpPathfinder

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

Already a Member? Login
Need Help?
Refer Friends
GUIDES
All Guides
Categories
General
Cashflow Important Dates & Numbers Recurring New Client Family-Related Service Calendar Debts Caring Loved Ones Divorce Planning College Planning / Funding Deliverable Age-Related Planning 20s-30s Age-Related Planning 40s-50s Age-Related Planning 60s Age-Related Planning 70s
Working / Accumulation Phase
Employee Benefits-related Planning Issues Business Owners Saving For Retirement Stock Options
Retirement / Decumulation
Social Security Healthcare Distributions Misc. Charitable Giving
Tax Planning
Business Owners Review Tax-related Documents Misc Sale of Asset Deductions & Credits Important Tax Concepts & Numbers Taxable Distributions
Insurance Planning
Medicare Property Annuities Life Insurance Long-Term Care Insurance Health Insurance
Estate Planning
Chartible Giving Inheritance Loss of Loved One Step Up Estate Planning Documents
Assets and Investment Planning
HSAs IRAs Annuities House and Home Investments Stock Options
Life Events
Child-Related Job-Related Death Marriage Divorce Sudden Wealth Event Moving/Home-Related Starting Or Selling A Business Starting Social Security Unique Life Event/Other Starting Retirement Medicare-Related Starting RMDs
One-Click Downloads
Full List Of Guides
Guide Recommendation Tool
Guide Recommendation Tool
Go Back
Category:
Assets and Investment Planning, Life Events

What Issues Should I Consider When Moving Out Of State?

Updated 12/1/2023

You may be working with clients who are moving out of state, or new clients/prospects who recently moved to your state. In addition to the logistical challenges and the stress of relocation, this life transition can present a variety of financial issues that significantly impact a client’s plan. It’s important to identify and weigh options and strategies, pre- and post-move, in order to ensure that your client’s financial well-being is protected.

To help you guide your clients through an interstate move, we have created this checklist. Many of the issues addressed in this checklist remain relevant months and even years after a transition. It covers key issues to consider during this important life event, including:

  • Cash flow issues
  • Establishing domicile
  • Tax considerations
  • Health care matters
Related Guides
What Issues Should I Consider When Reviewing My Property And Casualty Insurance Policies?
Category: Insurance Planning, Assets and Investment Planning
What Issues Should I Consider When Buying A Home?
Category: Assets and Investment Planning, General, Life Events
Should I Consider Refinancing My Mortgage?
Category: General, Assets and Investment Planning
Should I Pay Off My Mortgage?
Category: General, Assets and Investment Planning
Is My Rental Property Tax Deductible?
Category: Retirement / Decumulation, Tax Planning, Assets and Investment Planning
What Issues Should I Consider When Owning A Rental Property?
Category: Assets and Investment Planning
What Issues Should I Consider When Using A Reverse Mortgage?
Category: General, Assets and Investment Planning

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.
“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
“fpPathfinder is the only planning tool that tries to address all of the obstacles facing our clients”
— Cathy Curtis, Curtis Financial Planning
“This has been super helpful and I am getting rave reviews in using these flowcharts and checklists”
— Christoper, an advisor in Illinois
“I just utilized one of the Roth flowcharts live on the phone with a client. It worked perfectly!”
— Rick, a financial advisor
“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
“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
Become a Member

Sign Up to Receive Updates

Join our mailing list to be updated as we release new flowcharts and checklists that might be of interest.
  • This field is for validation purposes and should be left unchanged.
Close