Helping Advisors Be More Diligent In Their Planning Processes
See how our flowcharts and checklists help you navigate complex financial planning questions.
Get a free flowchart, "Should I Consider Doing A Roth Conversion?"
Get a free flowchart, "Should I Consider Doing A Roth Conversion?"
Financial Planning Visualized
Financial Planning Flowcharts help you quickly and easily solve the most common planning situations asked by your clients. View a sample flowchart.
Planning Issues Summarized
Checklists serve as a reminder of the planning issues to consider for your clients. View a sample checklist.
How Flowcharts And Checklists Can Help You Be A More Diligent Advisor
Assist in decision making process
Client educational tool
Remember old rules you don't use often
Avoid careless errors
Quick reference
Uncover more planning opportunities
Download the white paper to learn how flowcharts and checklists can serve as a framework to help guide your clients, save time, and reduce errors.
“fpPathfinder is the only planning tool that tries to address all of the obstacles facing our clients”
— Cathy Curtis, Curtis Financial Planning
“fpPathfinder has been critical in my execution of financial planning. They provide well thought resources for when clients face specific problems, and I use them over and over again.”
— Roger Whitney, CFP®️, CIMA®️, CPWA®️
“Checklists don't make the planner smarter or more skilled, but does help to ensure that the planner maximizes the knowledge and skill he/she already has.”
— Michael Kitces, Publisher and Editor-In-Chief at Kitces.com
Custom white-label the flowcharts and checklists so they feature your expertise!
Add your logo
Choose your colors
Deluxe and Premier members can customize the flowchart and checklist colors to match their brand. Pick from six color palettes and add your own logo.
Interactive Checklists make it easier and faster to help clients
Digitally complete checklists and add notes. Send completed checklists to CRMs
Email a custom link to your clients to complete a checklist. Send completed checklist to your CRM.
Premier members can complete interactive versions of the checklists and share the completed checklist.
Navigate the growing complexity of financial planning
From $99/year
Become a member to receive:
- 40+ decision-oriented flowcharts
- 40+ issue-based checklists
- Updated as needed to stay current
- One to two new resources added each month
- Download as PDFs
- Advisor-facing and client-friendly
- Customize to match your brand (Deluxe and Premier)
- Share online/social media/email (Deluxe and Premier)
- Star your favorite resources (Deluxe and Premier)
- Download all resources with one click (Deluxe and Premier)
- Complete checklists online and email custom checklist link to your clients (Premier)
- Integrate fpPathfinder with Redtail & Wealthbox CRM (Premier)
