fpPathfinder

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

New Checklists: Getting Married Checklist & Parent Passing Away Checklist


Resource Additions, Announcements

We are excited to release two new checklists for our members. The number of checklists has been growing quickly: we now have 8 checklists available to our members and have one sample checklist available to our non-members!

For Essential and Deluxe members, here are the two checklists being released today:

What Issues Should I Consider After Getting Married:  This covers 28 planning issues to identify and questions to ask your client after they get married (or remarried). 

What Issues Should I Consider If My Parent Passed Away: This covers 26 planning issues to identify and questions to ask your client in the event that one of their parents passed away.  This checklist is based on our Spouse Passed Away Checklist, but as you can see, it is framed to consider many of the unique issues a child may have to consider in helping the surviving spouse or administering the estate.

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
“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
“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
“What you guys have created is pretty badass! I’ve used your material for both client meetings and prospective clients.”
— An advisor in California
“The fpPathfinder information is easy to find by topic and has been helpful in prepping for client meetings.”
— An advisor in New York
“You are making all of our lives easier...and more importantly, our clients.”
— Jeff, an advisor in California
“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
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