fpPathfinder

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

Checklist & Flowchart Updates


Updated Resources

As part of fpPathfinder’s ongoing commitment to our members, the ever-increasing roster of checklists, flowcharts, and summary guides is under continuous review. As a result, they are subject to updates. 

Communicating Updates 

Because our members depend on our guides, we will always provide transparency regarding updates. Often the changes are as minor as fixing a typo or deleting a duplicated word. Other times, the information that changes is more substantive. We will always lead with the most important updates.

In addition to communicating updates here, on the blog, we make members aware of changes through:

  • The fpPathfinder Newsletter.
  • Updates in the Member Section, which you can see in this short video:

 

Six Updates

The following checklists and flowcharts have been updated. If any of them are part of your repertoire, check to confirm they include: Updated 7/23/2021. That’s the simplest way to know that you have the most recent version in your printed materials, on your website, or in your social media posts. 

If you have questions or comments, please send us an email at support@fppathfinder.com. We are here to help every step of the way. 

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 love it! I find it very helpful. It's a great client value add.”
— Phillip, an advisor in North Carolina
“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
“Love the Redtail integration - it’s been instrumental in my prep for my client reviews. I’m finding my self being over-prepared because of the robust lists which is great.”
— Don, and advisor in California
“I love the flowcharts and have found them very helpful in guiding clients on complicated planning issues. The charts are easy to follow and help navigate through difficult decisions based on clients' unique circumstances.”
— Jason, an advisor in Illinois
“I just met with a client who had a question regarding her eligibility for Social Security benefits. We went through the flowcharts answering each question and following the lines. She looked at me and said 'This is great, it was so much easier to use this than trying to go through all the literature that Social Security offers. Thank you so much.'”
— Ben G, an advisor in Wisconsin
“With working from home most of 2020, we wanted to still catch some face time with our clients. We used the checklists and flowcharts to conduct webinars covering various topics. In fact, having the charts readily available, we were able to do many of these on a weekly basis, knowing the material was pretty much already established. We had such great feedback that we are continuing the webinars into 2021. We have many that actually look forward to our meeting times, and found being able to have the flowchart or checklist available to work on their own later was an added bonus.”
— An advisor in Texas
“fpPathfinder is a great tool! It mirrors much of what I've developed on my own for tax planning, life events, etc. However, it's been great to double-check my own work in those areas and also to motivate me to deepen my knowledge on other topics”
— Jonathan, an advisor in Colorado
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