• Pricing
    • Individual Memberships
    • Group Memberships
  • Webinars
  • Support Hub
    • Full List Of Guides
    • Help & FAQ
    • Partnerships
    • About Us
    • Blog
    • Contact Us
  • Member Section

fpPathfinder

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

  • Pricing
    • Individual Memberships
    • Group Memberships
  • Webinars
  • Support Hub
    • Full List Of Guides
    • Help & FAQ
    • Partnerships
    • About Us
    • Blog
    • Contact Us
  • Member Section
  • Become a Member
    Log In

Popular Checklists and Flowcharts

March 30, 2021
Top 10 Most Popular Resources, Service Guides - Linked, Best Practices, Getting Started, How Advisors Use The Checklists and Flowcharts, Planning Management

“Which guides are most popular among members?” Our team frequently hears this question. With nearly 100 different checklists, flowcharts, and reference guides, there are a lot of choices.

To give you quick access to often-used guides, we offer the Popular Checklists & Flowcharts list. The top 10 downloaded checklists, flowcharts, and summary guides are below. Download the PDF, including links to each guide, when you click on the list. We encourage you to keep it handy on your desktop so you can find what you need when you need it.

 

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.

Categories

  • Service Guides – Linked
    • Guide Bundles
    • Timely Conversations
    • Age-Related Planning
    • Money In Motion
    • Top 10 Most Popular Resources
    • Client Service Calendar
  • How Advisors Use The Checklists and Flowcharts
    • Best Practices
    • Getting Started
    • Marketing
    • Planning Management
  • Announcements
    • Company Announcements
    • Resource Additions
    • Feature Annoucements
    • Updated Resources
  • In The Press
  • Uncategorized

Become a Member

See how our flowcharts and checklists help you navigate complex financial planning questions.
Become a Member

What Customers Are Saying About Us

Hundreds of other advisors are actively using fpPathfinder. Read what those lovely people have to say about us.
“You just continue to put out great content on fpPathfinder. The 'What Issues Should I Consider Before The End Of The Year' checklist is fantastic.”
— Chris, an advisor in Illinois
“It's hands-down the best collection of client-facing resources I've found anywhere. The checklists are amazing too, to make sure I'm not forgetting anything in a review.”
— An advisor in Kentucky
“Overall, I have really enjoyed the service as it makes teaching and educating people much simpler. ”
— Michael, an advisor in California
“It is very helpful for us when we have a client in and we have an issue at hand. Walking through the checklist helps us big time.”
— William, an advisor In Massachusetts
“Our team has really liked the charts and were particularly pleased with the traditional IRA vs. 401k for a business and the QBI chart.”
— Scott, an advisor in Oregon
“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 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
Become a Member
  • Become a Member Archived
  • Member Section
  • Your Membership
  • About Us
  • Contact Us
  • Refund Policy
  • TOS & Privacy Policy
  • Careers: Job Postings

Sign Up For The Newsletter!

Join our mailing list for best practices and ideas for better client conversations.
  • This field is for validation purposes and should be left unchanged.

Have a question, idea, or comment? We want to know! Contact Us

Copyright © 2026 fpPathfinder, All rights reserved.

Streamline A Standout Client Experience With Interactive Checklists

Premier unlocks Interactive Checklists plus CRM integrations with Redtail, Wealthbox, Salesforce Financial Services Cloud, and XLR8.

Learn More

Educate And Impress With Branded Flowcharts, Checklists, And Summary Guides

Deliver white-labled handouts clients won’t want to put down. Upgrade to Deluxe or Premier to white label the guides.

Learn More

Download all your white-labeled guides in one zip file for faster, easier sharing.

Upgrade to Deluxe or Premier for access to this feature.

Learn More

Deliverable Reports: Do More With Less Effort

Upgrade to Deluxe for Single Report Access or Premier Membership for full access. Premier Members can unlock the capability to scale your client communications with the CSV upload option that generates client-specific PDFs. View a Demo here.

Join as a Premier Member

Close
Retry