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

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Discovery Meeting Checklist

This checklist would be utilized during the initial planning meeting discussion with a new client and would guide the information gathering process to insure that all ...
Suggested by: Ed Caruth (13 Sep) Upvoted: 18 Oct Comments: 0
Under consideration

Frank Duke NUA Method

The Regular NUA flowchart is great, can we get an identical replica for people completing the Frank Duke Method based off the PLR?
Suggested by: Tom (19 Jul) Upvoted: 09 Sep Comments: 0
Under consideration

What Issues Should I Consider When I Reach Financial Independence Early?

I have clients in their early 40s who have reached FI, still have incomes, etc. The most interesting questions I'm getting now are around what they should be ...
Suggested by: James Hindes (10 Jul, '21) Upvoted: 23 Sep Comments: 0
Under consideration

When I down size should I rent or own?

As clients retire and downsize sometimes they consider buying into a coop. Other times the rent at a senior community that will have services available down the road. ...
Suggested by: Richard Dunn (20 Sep) Upvoted: 18 Oct Comments: 1
Under consideration

Good Money Habits to Build

See attached png image file. Examples: Pay yourself first: set aside income to invest for the future and benefit from compound returns (e.g. 401K out of sight, ...
Suggested by: Ed Jastrem (28 Jun) Upvoted: 07 Jul 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) Upvoted: 27 Jun Comments: 1
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) Upvoted: 25 Oct Comments: 0
Under consideration

Decision tree when deciding about down sizing your residence.

Good for: empty nesters, surviving spouse, aging in place. How to help clients decide when it is time and how to go about looking for the right new residence. Could ...
Suggested by: susan john (07 Oct) Upvoted: 29 Nov Comments: 0
Under consideration

Annuity Taxation

How are distributions (including RMDs) from a non annuitized annuity taxed?
Suggested by: Joel (06 Oct) Upvoted: 25 Oct Comments: 0
Under consideration

What Issues Should I Consider When Preparing to Change Jobs

"Starting a job" and "getting laid off"...those are the checklists now available. But, so much financial planning concepts can be considered when deciding whether ...
Suggested by: clint (27 Sep) Upvoted: 25 Oct Comments: 0
Under consideration

Reg Bi Rollover Form

Interactive Checklist to meet Reg Bi Rollover Requirements
Suggested by: Michelle Barron (09 Sep) Upvoted: 23 Sep Comments: 0
Under consideration

Master Financial Planning Flowchart

A master flowchart of the many, many, many different planning considerations during a lifetime. Something similar to the "Reddit" spending plan flow cart that's been ...
Suggested by: Jonathan Houk (31 Aug) Upvoted: 10 Oct 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) Upvoted: 06 Oct Comments: 0
Under consideration

Working with a clients Tax professional

A best practice list of questions to work with your clients CPA or tax professional. Questions to ask to help their tax planning and ways to get the CPA to help you ...
Suggested by: Chris Clepp (02 Aug) Upvoted: 18 Oct Comments: 0
Under consideration

Considerations for Multiple Generations Living Under One Roof

• What kind of care will your aging parent need at home? • How much personal assistance and supervision can you provide? • Do you have someone at home who can help ...
Suggested by: Ed Jastrem (02 Aug) Upvoted: 04 Aug Comments: 0
Under consideration

death of spouse

Death steps after passing of spouse
Suggested by: Barbara Hudock (28 Jul) Upvoted: 17 Nov Comments: 0
Under consideration

Should I Adopt the CalSavers Retirement Plan or Implement My Own Plan?

Should I Adopt the CalSavers Retirement Plan or Implement My Own Plan? https://www.calsavers.com/
Suggested by: Tim (01 Sep, '21) Upvoted: 02 Sep, '21 Comments: 0
Under consideration

Credit Score

Understanding and raising your credit Score
Suggested by: Cecil (10 Nov) Upvoted: 10 Nov Comments: 0
Under consideration

Substantially Equal Periodic Payments

For those looking to retire before 59.5. Yrs old, it would be great to have a piece on this little loophole for a pre-tax IRA. Flowchart would prob be best, but not sure.
Suggested by: Brian Gawthrop (03 Nov) Upvoted: 03 Nov Comments: 0
Under consideration

When should I consider guardianship / conservatorship

Special Needs / Cognitive / Mental Health
Suggested by: Bill Keesling (21 Oct) Upvoted: 21 Oct Comments: 0
Under consideration

Secure Act Flow Chart

I think it would be helpful to outline the rules for spouses/non-spouses in an easy to read chart. Plus a lot of people seem to need reminders on Eligible ...
Suggested by: Evan (21 Oct) Upvoted: 21 Oct Comments: 0
Under consideration

Retiring in 5 years Checklist

Suggested by: Arthur (17 Oct) Upvoted: 17 Oct Comments: 0
Under consideration

Post-Meeting Action Checklist

This may be on the simple side and would need to be kept pretty broad, but I find that during hectic times, I can forget to take the proper actions following an ...
Suggested by: Justin Archote (14 Oct) Upvoted: 14 Oct Comments: 0
Under consideration

What Issues Should I consider in my 20s/30s/40s/50s?

Many times when people enter a new decade, they feel an obligation to do things differently or take more financial responsibility, and there's things people need to ...
Suggested by: David Sandhu (13 Oct) Upvoted: 13 Oct Comments: 0
Under consideration

Do I Need A Financial Advisor

A Checklist and flow chart that can guide a person based on their need of needing a Financial Advisor based on what they want to do.
Suggested by: michael Feeley (10 Oct) Upvoted: 10 Oct 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) Upvoted: 10 Oct Comments: 0
Under consideration

Employee Retention Tax Credit

Suggested by: Randy Franklin (10 Oct) Upvoted: 10 Oct Comments: 0
Under consideration

How about a workflow for pre/post disastor

How should individual plan and prepare the information needed to access the important financial information given these events
Suggested by: Dan Chen (10 Oct) Upvoted: 10 Oct Comments: 0
Under consideration

How will my pension be taxed?

This could include Military Pensions (some states tax and many do not), FERS Pensions, VA Disability Benefits, etc.
Suggested by: David Lukas (07 Oct) Upvoted: 07 Oct Comments: 0
Under consideration

MASTER Checklist...

Master Checklist (all checklist questions in 1 “Master” checklist) that we could then “SEND TO MANY” and use the “Remove specific questions for client” to do a large ...
Suggested by: Ian M. (06 Oct) Upvoted: 06 Oct Comments: 0
Under consideration

Series I Bonds

Guide to purchasing Series I Bonds
Suggested by: Steven Wilbur (05 Oct) Upvoted: 05 Oct Comments: 0
Under consideration

Worker's Compensation Taxation Exceptions

I would like to see how worker's compensation might be taxed. I know that it is not usually taxable, but there are exceptions. I would like to see a flowchart of the ...
Suggested by: David Lukas (05 Oct) Upvoted: 05 Oct Comments: 0
Under consideration

Achieving Financial Independence

Special considerations for those wanting to retire early. Health care options, accessing retirement funds, savings need considerations, tax considerations.
Suggested by: Joe Petry (03 Oct) Upvoted: 03 Oct Comments: 0
Under consideration

Is a QRPT right for me?

Looking for a flowchart that helps define if designing and funding a Qualified Personal Residence Trust is appropriate, and what criteria should be considered to ...
Suggested by: Bob L (27 Sep) Upvoted: 27 Sep 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) Upvoted: 21 Sep Comments: 0
Under consideration

buy sell agreements

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

Checklist/Workflow dealing with a chronic illness

Steps to take when working with a spouse or loved one that has a long term, chronic illness. Examples might include reviewing LTC policies for triggering events, ...
Suggested by: Richard Hill (12 Sep) Upvoted: 12 Sep Comments: 0
Under consideration

Issues to Consider When Requesting a Raise

Suggested by: Treavor (07 Sep) Upvoted: 07 Sep Comments: 0
Under consideration

coverdell vs 529

Comparision between Coverdell and 529 plans
Suggested by: Alka Oberoi (06 Sep) Upvoted: 06 Sep Comments: 0
Under consideration

Medicaid Planning

Which assets are allowed or not counted toward Medicaid? Spousal considerations when applying for Medicaid? How Medicaid works.
Suggested by: Jared Kenney (16 Aug) Upvoted: 16 Aug Comments: 0
Under consideration

COBRA Eligibility/Duration Guide

This guide would walk through COBRA eligibility after separating from an employer and detail how long individuals are eligible for coverage depending on their ...
Suggested by: Jeff Barnett (08 Aug) Upvoted: 08 Aug Comments: 0
Under consideration

What Should I be Thinking About to Manage my Valuable Collectibles?

Inventory and valuations, Insurance and protection, estate and charitable planning, costs of maintenance, resources to stay current with the marketplace and trends, ...
Suggested by: Ed Jastrem (15 Jul) Upvoted: 15 Jul Comments: 0
Under consideration

Security Backed Line of Credit (SBLOC)

Securities-Backed Lending Should I get a HELOC, SBLOC, NPL, or other loan types? A Securities-Backed Line of Credit (SBLOC) gives your clients the freedom to ...
Suggested by: Todd Pouliot (16 Jun) Upvoted: 16 Jun Comments: 0
Under consideration

Should I purchase pet and/or livestock insurance

Unexpected vet bills for pets as well as livestock can create immediate financial hardship. A flowchart or checklist would be great for pet owners, as well as ...
Suggested by: Doug Nelson, CFP® (14 Feb) Upvoted: 14 Feb Comments: 0
Under consideration