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?"

Financial Planning Visualized

Financial Planning Flowcharts to help you quickly and easily solve the most common planning situations asked by your clients. View a sample flowchart.

See a Sample

Planning Issues Summarized

Checklists to serve as a reminder of the planning issues to consider for your clients.

See Sample

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 can serve as a framework to help guide your clients, save time, and reduce errors.

Download White Paper

Custom white-label the flowcharts so they feature your expertise!

Add your logo

Choose your colors

Deluxe members can customize the flowchart colors to match their brand. Pick from six color palettes and add your own logo.

Try it Out Now!

Interactive Checklists make it easier and faster to help clients

Digitally complete checklists and add notes

Send completed checklists to CRMs

Premier members can complete interactive versions of the checklists and share the completed checklist.

Try it out now!

Navigate the growing complexity of financial planning

From $99/year

Become a member to receive:

35+ Decision-oriented flowcharts
15+ Issue-based checklists
One to two new flowcharts/checklists added each month
Updated as needed to stay current
Common decision points retirees must consider
Download as PDFs
Advisor Facing and Client Friendly
Customize the flowcharts to match your brand (Deluxe and Premier)
Share online/social (Deluxe and Premier)
Download all resources with one click (Deluxe and Premier)
Complete checklists online (Premier only)
Send completed checklist-notes to your CRM (Premier only)

Become a Member

What Customers Are Saying About Us

“I really love the concept of fpPathfinder because I spend so much time reinventing the wheel when communicating planning concepts to clients. Moreover, the flowchart format can be used time and time again to produce consistent results.”

— Kevin P, an advisor in Illinois

“I think fpPathfinder is the best tool I’ve ever seen in the financial planning realm. I spend an unbelievable amount of time researching some of these issues that have been boiled down to one page: consulting with other experts, citing specific sources as a backup, reviewing my work, and coming to a final conclusion.”

— Jeff S, an advisor in Missouri

“With all the aspects of running a business, working with varying client scenarios, and knowing how much information is available, I like being able to look at a flowchart and just see what I need to see.”

— Mike, a financial advisor

“Overall, I have really enjoyed the service as it makes teaching and educating people much simpler. ”

— Michael, an advisor in California

“We are delighted with the thoroughness of each chart in simplifying the complex questions and helping lead to an answer. These are indeed a helpful asset in our toolbox for work with clients.”

— Victoria L, an advisor in Massachusetts

“The charts are probably as much value to me (as advisor) as they are when given to a specific client. I know and understand the topics covered, but it can be a lot faster to refresh with a quick glance at the chart’s decision tree vs having to read through regulations”

— Larry, an advisor in Oregon