fpPathfinder

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

Already a Member? Login
Need Help?
Refer Friends
GUIDES
All Guides
Categories
Client Meetings & Client Service Calendar
Client Meetings Client Service Calendar (Jan + Feb) Client Service Calendar (Mar + Apr) Client Service Calendar (May + Jun) Client Service Calendar (Jul + Aug) Client Service Calendar (Sep + Oct) Client Service Calendar (Nov + Dec)
IRAs & Retirement Plans
Traditional & Roth IRA Contributions Traditional & Roth IRA Distributions Inherited Traditional & Roth IRAs Roth Conversions Pensions 401(k) Plans SEP & SIMPLE IRAs
Non-Retirement Accounts & Assets
Brokerage Accounts Annuities 529 Accounts HSAs Rental Real Estate
Investment Review & Market Events
Investment Review Market Events
Working/Accumulation
Careers & Employment Business Owners & Self-Employment
Retirement/Decumulation
Preparing for Retirement Social Security Medicare RMDs
Tax Planning
Important Tax Concepts & Numbers Roth Conversions Capital Gains And Losses, Dividends, And Asset Sales Tax Returns Tax Payments & Pay Stub Review Basis Issues Stock Options, RSUs, And ESPP 1031 & 1035 Exchanges NUA QBI
Insurance Planning
Annuities Life Insurance Long-Term Care Insurance Health Insurance & Medicare Disability Insurance Property & Casualty Insurance
Estate Planning & Charitable Giving
Creating An Estate Plan Reviewing An Estate Plan Closing An Estate Creating A Charitable Giving Plan Charitable Giving Strategies
Cash Flow, Budgeting, And Debts
Cash Flow & Budgeting Debts & Mortgages
Important Life Events & Decisions
Buying & Selling A Home Buying A Vehicle Moving Marriage & Divorce Children Aging, Death, And Illness
College Planning & Student Loans
529 Accounts College Planning & Student Loans
New Laws
Secure Act 2.0 OBBBA
Other
Other Guides
One-Click Downloads
Full List Of Guides
Guide Recommendation Tool
Guide Recommendation Tool
What can we help you find today?
Browse through our collection of resources below, or search and filter to find what you're looking for.
Filters
Tags:
Favorite
New
Updated
Complimentary Guides
Complimentary Guides:
Deductible IRA Contribution Rules
Category: IRAs & Retirement Plans
Death Of Spouse Issues
Category: Important Life Events & Decisions
Important Milestones
Category: Client Meetings & Client Service Calendar
Harvesting Capital Losses Issues
Category: Tax Planning, Non-Retirement Accounts & Assets
Required Minimum Distribution (RMD) Issues
Category: Client Meetings & Client Service Calendar, Retirement/Decumulation
Featured
End Of The Year Planning Issues
Category: Client Meetings & Client Service Calendar
Non-Qualified Portfolio Tax Issues
Category: Tax Planning, Client Meetings & Client Service Calendar, Non-Retirement Accounts & Assets
Harvesting Capital Gains Vs. Roth Conversions Decisions
Category: Tax Planning
Roth Conversion Decisions
Category: Tax Planning, IRAs & Retirement Plans
Harvesting Capital Losses Issues
Category: Tax Planning, Non-Retirement Accounts & Assets
Common Deductible Charitable Gifts
Category: Estate Planning & Charitable Giving
AGI/MAGI Summary Guide
Category: Tax Planning
The OBBBA Important Issues
Category: Tax Planning, New Laws
The OBBBA Comparison Guide
Category: Tax Planning, New Laws

What Customers Are Saying About Us

Hundreds of other advisors are actively using fpPathfinder. Read what those lovely people have to say about us.
“I can’t tell you how much I appreciate the Flow Charts you are providing. Helps me feel a little less crazy as an advisor.”
— Tami C, an advisor in Colorado
“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
“Love the Redtail integration - it’s been instrumental in my prep for my client reviews. I’m finding my self being over-prepared because of the robust lists which is great.”
— Don, and advisor in California
“The flowcharts have helped a lot in recent discussions with the changing markets, providing us with confidence that our clients are getting the best, most accurate information.”
— Matthew, an advisor in Georgia
“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 love these checklists and flowcharts! They are very useful and helpful in making sure I am covering all (or at least most) points regarding a specific topic.”
— Michael, an advisor in Pennsylvania
“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
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