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?"

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.
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)