Let us know what flowcharts and checklists you want to see us develop next.

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Issues To Consider In Charitable Giving Options or general gifting

Suggested by: Mike (07 May, '21) Upvoted: 2 days ago Comments: 14
Under consideration

DOL rollover checklist

Maintain written documentation of the specific reasons that any recommendation to rollover assets from an ERISA plan to an IRA, from one IRA to another IRA, or from ...
Suggested by: JC (02 Mar, '22) Upvoted: 20 May Comments: 8
Under consideration

Trustee Checklist

A checklist of annual or quarterly events a trustee needs to complete to not breach fiduciary duty. Example: file tax returns, match distributions with beneficiaries ...
Suggested by: William Nunn (31 Jan, '20) Upvoted: 20 May Comments: 6
Under consideration

Max funding of a Life Insurance contract for tax advantaged retirement income

Show the advantages of using a maximum premium funding scenario to provide tax favored income at retirement.
Suggested by: John White (15 Aug, '18) Upvoted: 18 Apr Comments: 5
Under consideration

Legacy Planning Checklist

This would be a checklist that a person can have available for their heirs in the event of death. Location of will/trust, digital PW, attorney name, financial ...
Suggested by: Robb Severdia (27 Aug, '21) Upvoted: 20 May Comments: 10
Under consideration

83(b) Election?

Flow chart or checklist to help clients decide whether to use the 83(b) election.
Suggested by: Jacqueline Neubert Reynolds (21 Aug, '20) Upvoted: 08 Mar Comments: 2
Under consideration

Investment-related issues

Suggested by: Mike (07 May, '21) Upvoted: 24 Feb, '23 Comments: 19
Under consideration

Issues To Consider With My HSA

Suggested by: Mike (07 May, '21) Upvoted: 20 Feb Comments: 5
Under consideration

Issues To Consider For International Planning

Suggested by: Mike (07 May, '21) Upvoted: 20 May Comments: 13
Under consideration

Holding real estate property in a trust or form an LLC?

How to advise clients that have real estate holdings on the best strategy for their situation.
Suggested by: Jeff Ogston (21 Dec, '18) Upvoted: 2 days ago Comments: 1
Under consideration

Paying off Credit Card Debt, Debt Counseling, Credit Monitoring/Status

I'm asked often about debt counseling programs by people who are swamped with credit card debt. It's not something I know anything about and I'm not inclined to ...
Suggested by: doug (27 Feb, '19) Upvoted: 08 Feb Comments: 14
Under consideration

Revocable Living Trust Checklist

When a client establishes an RLT, what are the next steps in terms of titling other property and changing beneficiaries? I'd like to see a flowchart and checklist ...
Suggested by: Emily Eshleman, CFP® (21 Nov, '18) Upvoted: 10 May Comments: 0
Under consideration

College planning funding options

how about a flow chart that shows the different options such as Coverdell, Education and 529 plan and also what can you use a 529 Plan for ( books, computers, etc )
Suggested by: Larry Saffer (07 Jul, '20) Upvoted: 07 May Comments: 14
Under consideration

Issues To Consider If You Are A Government Worker

Suggested by: Mike (07 May, '21) Upvoted: 08 Feb Comments: 5
Under consideration

Elder Care Checklist

Suggested by: emily@fppathfinder.com (19 Feb, '21) Upvoted: 08 Mar Comments: 12
Under consideration

How and when will my deferred capital gain be taxed in a Qualified Opportunity Zone investment?

Suggested by: Scott Floersheim (27 Nov, '18) Upvoted: 11 Jan, '23 Comments: 0
Under consideration

Creative Resources - Visuals, Concepts, Pictures, etc.

We have a great base of checklist + flowcharts. Wouldn't it be more impactful to take some of these core concepts and create visuals?
Suggested by: Shannon Moenkhaus (19 Jun, '21) Upvoted: 11 Apr Comments: 2
Under consideration

Annuity selection Flow chart

A flow chart that will help guide a client to choose the best Annuity Product for their particular situation.
Suggested by: Paul Michael Paquette (12 Feb, '22) Upvoted: 20 Feb Comments: 9
Under consideration

Tax Reduction Considerations

Did you max out an HSA if you have one? Did you max out your 401(k)? Did you take advantage of a QCD?
Suggested by: Elise (09 Jan, '20) Upvoted: 20 Feb Comments: 4
Under consideration

Considerations for an early withdrawal from your retirement account

This would go over exceptions, rules, penalties, and opportunities to repay when a client looks to take money out of their retirement accounts. Situations such as ...
Suggested by: Dean (29 Apr, '21) Upvoted: 13 Jan Comments: 2
Under consideration

10b5-1 Plans

What factors to consider when drafting a 10b5-1 plan.
Suggested by: Tom G (09 Jun, '21) Upvoted: 25 Jan Comments: 0
Under consideration

ESOP deicisions for those retiring

Is best for retiring client to do with company stock and plans that include company stock options.
Suggested by: Richard Ramos (20 Sep, '18) Upvoted: 20 Feb Comments: 0
Under consideration

deferred compensation

Deferred compensation has many questions that need to be answered. Is it safe?, Do you max out your employer's retirement plan?, HSA?, taxes, How much? Distribution ...
Suggested by: Todd Pouliot (17 Nov, '20) Upvoted: 22 Dec, '23 Comments: 1
Under consideration

Issues To Consider If You Have A High Net Worth

Suggested by: Mike (07 May, '21) Upvoted: 30 Nov, '23 Comments: 4
Under consideration

Identity Theft

Steps to take when you suspect your identity has been stolen or you've been hacked.
Suggested by: Richard Hallum (29 Jul, '22) Upvoted: 26 Mar Comments: 1
Under consideration

Who is a dependant for tax purposes

Suggested by: DeDe Jones (01 Feb, '19) Upvoted: 27 Dec, '22 Comments: 4
Under consideration

Create a flowchart for "should we set up a 403(b) for our organization?"

It would basically be the same as the one for the 401(k), with just a couple of modifications.
Suggested by: Graig Stettner (09 Sep, '21) Upvoted: 09 Sep, '21 Comments: 0
Under consideration

PPO vs HDHP + HSA comparison

Walk a client through the open enrollment decision to go with a PPO or HMO vs. HDHP & HSA
Suggested by: Jacqueline (30 Oct, '19) Upvoted: 13 Jul, '23 Comments: 0
Under consideration

Tax Filing Issues - estimated, divorce, MFS, MFJ, etc.

Flowchart illustrating safe harbor tax rules and filing amounts and whether or not a client should be filing estimated taxes
Suggested by: Dylan Potter (28 Jan, '22) Upvoted: 17 May, '23 Comments: 3
Under consideration

401k Loan Checklist/Guidelines

Discuss interest payments back to self, immediate payback upon employer separation, does plan allow loans, verify min/max loan amount, max loan term, subtraction out ...
Suggested by: Erik Berry (26 Dec, '18) Upvoted: 20 Feb Comments: 1
Under consideration

What to do after a natural disaster destroys your home and/or other property?

Offer checklist of things to do after someone experiences the trauma of total devastation.
Suggested by: Josh (30 Sep, '22) Upvoted: 14 Aug, '23 Comments: 2
Under consideration

Executor Checklist

Something we can hand to clients that are named as executor of someone's estate so they know what to do.
Suggested by: jamie A bosse (31 Jan, '23) Upvoted: 07 Mar Comments: 0
Under consideration

Hiring A Financial Professional Checklist

I would love to see a checklist to hiring a financial professional. Example, check them out on broker check, understand how they get paid, services needed..etc
Suggested by: Chris Magana (18 Oct, '22) Upvoted: 06 Jan Comments: 0
Under consideration

Retiring in 5 years Checklist

Suggested by: Arthur (17 Oct, '22) Upvoted: 29 Feb Comments: 0
Under consideration

Will I Avoid the Social Security WIndfall Elimination Provision?

Please bring this back.
Suggested by: David Carlson (05 Dec, '22) Upvoted: 25 Jun, '23 Comments: 1
Under consideration

What ongoing issues (financial and non-financial) should I consider during retirement

Similar and can be modified from the pre-retirement checklist (excellent) already available
Suggested by: Bruce (09 Jun, '22) Upvoted: 23 Aug, '23 Comments: 1
Under consideration

Retirement Readiness Checklist for Plan Participants

checklist for annual check in with retirement plan participants with some customizable questions
Suggested by: scott benjamin (30 Mar, '21) Upvoted: 19 Jan, '23 Comments: 1
Under consideration

Planning Ideas by Tax Bracket

At each tax bracket [by filing status] list what tax planning opportunities may apply. Or what tax break may exist [or penalty incured] within a tax bracket. For ...
Suggested by: Jonathan Houk (30 Dec, '22) Upvoted: 20 Mar Comments: 0
Under consideration

Contributing to Multiple 401(k) Plans

It would be helpful to have a flow chart on the rules for contributing to more than one 401(k) plan for those that are employed and also self-employed to maximum ...
Suggested by: David Carlson (15 Dec, '22) Upvoted: 20 Mar Comments: 0
Under consideration

buy sell agreements

Various types" Cross Purchase, Entity Purchase
Suggested by: James W Frye (14 Sep, '22) Upvoted: 18 Sep, '23 Comments: 0
Under consideration

Reg Bi Rollover Form

Interactive Checklist to meet Reg Bi Rollover Requirements
Suggested by: Michelle Barron (09 Sep, '22) Upvoted: 29 Feb Comments: 0
Under consideration

Widow/Same-Sex/Child Free Couple Checklists

We are looking to build checklists to address unique planning issues specifically for Widows, Child-Free Couples and Same Sex Couples. These clients often have ...
Suggested by: Jennifer (08 Aug, '22) Upvoted: 25 Feb Comments: 0
Under consideration

funeral planning and cremation

end of life planning is an important check list to give to clients and kids of parents
Suggested by: bob robinson (30 Jun, '23) Upvoted: 25 Mar Comments: 1
Under consideration

death of spouse

Death steps after passing of spouse
Suggested by: Barbara Hudock (28 Jul, '22) Upvoted: 27 Dec, '22 Comments: 1
Under consideration

Marginal Tax Rates Chart

Reproduce this chart but in the FpPathfinder astetic. https://www.kitces.com/marginal-tax-rates-chart-for-2024/
Suggested by: Jonathan Houk (28 Nov, '23) Upvoted: 13 Jan Comments: 0
Under consideration

The Next 90 Days

There needs to be a checklist for the next 90 days after a death in the family. All the practical and pressing items that need to be done
Suggested by: Josh Klooz (19 Sep, '23) Upvoted: 13 Oct, '23 Comments: 0
Under consideration

What to do when a loved one passes away

We need a worksheet to detail what needs to be done when a loved one passes. (I've seen the existing worksheets about losing a spouse or parent). I think this ...
Suggested by: Brick Parsons (04 May, '23) Upvoted: 29 Feb Comments: 0
Under consideration

Client Advisor or Advisory Team Transition Checklist or Workflow

Transitions of financial advisors happen often and having a checklist or workflow to guide advisors to transition client relationships from one advisor to the next ...
Suggested by: Jorge Padilla (18 Apr, '23) Upvoted: 10 May Comments: 0
Under consideration

New Prospective Client

A flow chart for a prospective client detailing the process of discovery, planning, and on boarding. I realize every advisor does things a bit different but ...
Suggested by: michael Feeley (10 Oct, '22) Upvoted: 19 May, '23 Comments: 0
Under consideration

Divorced Spouse / Surviving Spouse Social Security

Flowchart to show how to claim SS benefits for a divorced spouse and/or surviving spouse (widow/er) Describe how you qualify, ages to apply, how to apply (in ...
Suggested by: Pam Horack (21 Sep, '22) Upvoted: 04 Jan Comments: 0
Under consideration