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

Back to fpPathfinder

Comparison of Small Business Retirement Plans

Suggested by: Deirdre Prescott (22 Nov, '19) Upvoted: today Comments: 21
Done

Do I pay off my mortgage/home equity line or invest?

Suggested by: Kevin (16 Aug, '18) Upvoted: 04 May Comments: 2
Planned

Decision Tree of Whether to Roth Convert

Suggested by: Tim (15 Aug, '18) Upvoted: yesterday Comments: 4
Done Retirement

Financial Planning Checklist

Suggested by: Todd Calamita (13 Mar, '19) Upvoted: 05 May Comments: 2
Planned

Choosing the right legal entity for your business

Suggested by: Linda (17 Aug, '18) Upvoted: 22 Apr Comments: 4
Under consideration

Exercising ISO or NSO stock options - the tax dilemma.

Suggested by: John (16 Oct, '18) Upvoted: 25 Apr Comments: 2
Done

Pension Decisions and Lump Sum vs. Annuity?

Suggested by: Sean Cook (24 Aug, '18) Upvoted: 10 Feb Comments: 1
Done

Issues To Consider If You Are A Landlord

Suggested by: Mike (07 May, '21) Upvoted: 05 May Comments: 12
Planned

Questions to ask when creating an estate plan

Suggested by: Austin Lastinger (19 Jun, '19) Upvoted: 22 Apr Comments: 5
Under consideration

Process-based & operations-based resources

Suggested by: Mike (07 May, '21) Upvoted: 22 Apr Comments: 28
Under consideration

Executive compensation

Suggested by: Mike (23 Jul, '18) Upvoted: 14 Aug, '21 Comments: 7
Done

Roth vs Traditional 401k contribution

Suggested by: Matt Kassera (15 Aug, '18) Upvoted: 25 Mar, '21 Comments: 4
Done

College planning related topics

Suggested by: Mike (23 Jul, '18) Upvoted: 17 Jan Comments: 10
Done

Business Transition Strategies

Suggested by: Kevin R. (19 Jan, '20) Upvoted: 17 Mar Comments: 10
Under consideration

Beneficiary designation / wealth transfer issues

Suggested by: Mike (12 May, '21) Upvoted: 12 May Comments: 16
Under consideration

Buy vs. Lease car

Suggested by: Steve (15 May, '19) Upvoted: 06 Apr Comments: 0
Done

Social Security Taxation Issues

Suggested by: Mike (12 May, '21) Upvoted: today Comments: 5
Under consideration

Financial Planning Milestones Checklist

Suggested by: Julie Hall (09 May, '19) Upvoted: 09 Feb Comments: 0
Under consideration

Issues To Consider Related To Home Ownership

Suggested by: Mike (07 May, '21) Upvoted: 23 Apr Comments: 13
Under consideration

Funding Roth IRA versus 529

Suggested by: Victoria Roberts (13 Aug, '18) Upvoted: 17 Mar Comments: 0
Under consideration

Education for plan participants and employees

Suggested by: Mike (07 May, '21) Upvoted: 07 May, '21 Comments: 8
Under consideration

Analyze an existing annuity

Suggested by: Mike (07 May, '21) Upvoted: 02 Mar Comments: 7
Under consideration

Issues To Consider In Charitable Giving Options

Suggested by: Mike (07 May, '21) Upvoted: 09 Feb Comments: 8
Under consideration

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

Suggested by: John White (15 Aug, '18) Upvoted: 15 Feb Comments: 3
Under consideration

Disability insurance

Suggested by: Mike (25 Sep, '18) Upvoted: 20 Jan Comments: 2
Done

Starting a Small Business Checklist

Suggested by: Meghan McBride (06 Oct, '18) Upvoted: 18 Sep, '20 Comments: 3
Done

Special Needs

Suggested by: Mike (10 Oct, '19) Upvoted: 20 Aug, '21 Comments: 2
Done

Cybersecurity Checklist

Suggested by: Phillip Hanks (25 Sep, '19) Upvoted: 06 May Comments: 1
Done

Issues To Consider With My HSA

Suggested by: Mike (07 May, '21) Upvoted: 03 Feb Comments: 5
Under consideration

1031 Exchange

Suggested by: Ann C Alsina (22 May, '20) Upvoted: 26 Apr Comments: 1
Under consideration

Is Student Loan forgiveness or Private refinance the better option

Suggested by: J.C. Corrigan (16 Dec, '18) Upvoted: 23 Apr, '21 Comments: 0
Done

Trustee Checklist

Suggested by: William Nunn (31 Jan, '20) Upvoted: 24 Mar Comments: 2
Under consideration

83(b) Election?

Suggested by: Jacqueline Neubert Reynolds (21 Aug, '20) Upvoted: 28 Apr Comments: 1
Under consideration

Do I need a Trust

Suggested by: bob scott (04 Feb, '20) Upvoted: 17 Mar Comments: 5
Under consideration

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

Suggested by: Jeff Ogston (21 Dec, '18) Upvoted: 23 Apr Comments: 1
Under consideration

Social Security Claiming Strategies

Suggested by: Mike (12 May, '21) Upvoted: 25 Mar Comments: 7
Under consideration

Moving to a different state.

Suggested by: Arthur (20 Jul, '20) Upvoted: 12 Jul, '21 Comments: 9
Done

Medicare Comparisons

Suggested by: Mike (07 May, '21) Upvoted: 13 Jan Comments: 2
Under consideration

PSLF - Public Service Loan Forgiveness & Student Loan Refinancing Flowchart

Suggested by: Phillip Hanks (26 Feb, '20) Upvoted: 28 Dec, '21 Comments: 2
Done

SEP vs SIMPLE IRA - when to use

Suggested by: Richard Ramos (26 Mar, '19) Upvoted: 24 Aug, '21 Comments: 2
Done

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

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

What Issues Should I Consider As A Business Owner

Suggested by: Mike (07 May, '21) Upvoted: 25 Apr Comments: 11
Under consideration

Issues To Consider For International Planning

Suggested by: Mike (07 May, '21) Upvoted: 27 Mar Comments: 8
Under consideration

Should I consider a reverse mortgage?

Suggested by: Douglas Nelson, CFP (25 Aug, '21) Upvoted: 05 May Comments: 2
Under consideration

What Issues to consider when my child turns 18.

Suggested by: Liz Cauble (14 Oct, '20) Upvoted: 25 Apr Comments: 1
Under consideration

Decision tree on the elimination of stretch IRA through SECURE act

Suggested by: Betsy Cunagin (08 Jan, '20) Upvoted: 14 Mar Comments: 1
Done

Revocable Living Trust Checklist

Suggested by: Emily Eshleman, CFP® (21 Nov, '18) Upvoted: 08 Oct, '21 Comments: 0
Under consideration

Should I refinance a mortgage/home?

Suggested by: Clinton Kane (09 Jan, '20) Upvoted: 30 Sep, '20 Comments: 2
Done

Employer Transition Checklist

Suggested by: Dan (30 Aug, '18) Upvoted: 03 Jan Comments: 2
Under consideration

Monthly Budget Worksheet

Suggested by: Randa Hoffman (25 Aug, '20) Upvoted: 27 Apr Comments: 1
Planned

Add new