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.
“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
“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
“fpPathfinder has been critical in my execution of financial planning. They provide well thought resources for when clients face specific problems, and I use them over and over again.”
— Roger Whitney, CFP®️, CIMA®️, CPWA®️
“Having been trained in a CPA firm, checklists were how everything was done, I was amazed to learn how little checklists were utilized in FP [Financial Planning]. I had created my own but FP Pathfinder has outdone me in creating current issue lists and updates. This is a must for any advisor. ”
— Advisor from California
“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 find the flowcharts and checklists helpful for content and for presenting topics to clients. It is a streamlined approach to presenting information and while complex, it also demonstrates the value the advisor brings to the client in helping them navigate these complex situations.”
— An Advisor from California
“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
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