fpPathfinder

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

Children Caring For Parents: The Checklist Mix For Solid Planning

Children Caring For Parents: The Checklist Mix For Solid Planning

Increasingly, adult children are managing a whole host of concerns on behalf of their parents.  As the trusted advisor, you are in a position to lead families through conversations and decision-making that can identify important actions and relieve some stress.…
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Donor Advised Funds: A Flowchart To Inform Strategic Giving

When you help your clients optimize their charitable giving and tax deductions, your advice makes a difference to them personally and financially. However, with the increased standard deduction, fewer of your clients are likely itemizing. Accordingly, they may not be…
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Two Updated Guides

As part of fpPathfinder’s ongoing commitment to our members, we systematically review our ever-increasing roster of checklists, flowcharts, and summary guides. As a result, they are subject to updates. Updated Guides Please take a moment to download the newest versions…
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End-Of-Year Planning Checklist: A Guide To Wrapping Up 2021

If you’re like us, you’re wondering where the year went. Your clients likely are wondering the very same thing. Take The Lead The next couple of months will pass quickly. Now’s the time to reach out to your clients and…
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Charitable Deduction Clarification Triggers Updates

As part of fpPathfinder’s ongoing commitment to our members, we systematically review our ever-increasing roster of checklists, flowcharts, and summary guides. As a result, they are subject to updates. Charitable Deduction Clarification Members will find three updated checklists that reflect…
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Updates To One Checklist + Two Flowcharts

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.  Three Updates Our team has updated the following checklist and…
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Salesforce Financial Cloud Services + fpPathfinder: A Powerful CRM Integration

There’s no doubt: Integrations make our members’ professional lives more manageable. Now, Premier Members can activate an integration between Salesforce Financial Cloud Services CRM and their fpPathfinder checklists and flowcharts to communicate with clients and prospects, accurately and efficiently capture…
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Done-For-You Email Templates: Introduce Interactive Checklists Via Share Link To Clients + Prospects

Recently, members have asked, “How should I introduce interactive checklists with Share Link to my clients and prospects?” To support your communication efforts, we created two email templates. Consider using either one when you’re sending checklists via the Share Link…
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What Customers Are Saying About Us

Hundreds of other advisors are actively using fpPathfinder. Read what those lovely people have to say about us.
“Your software and platform are awesome and super helpful to me and my clients”
— Clinton, an Advisor in New York
“The decision tree format has been immensely helpful. The design is very simple and elegant.”
— Deirdre, an advisor in Massachusetts
“I love your resources, you guys & gals have helped us take our practice to the next level!”
— Trevor, an advisor in California
“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
“It’s brilliant to boil complex planning strategies into a one-page flowchart. It totally beats having to read 4 -5 articles to understand each nuance and exception, especially on the tax issues.”
— Meghan, an advisor in Georgia
“Our firm had been looking for something like this for so many years. A standardized checklist or flowchart of important issues to consider, and a way to integrate the responses into our system. When we stumbled across your service, I couldn't have signed up any quicker. We now use the checklists to conduct monthly webinars about the all of the important topics”
— An advisor in Texas
“fpPathfinder is the only planning tool that tries to address all of the obstacles facing our clients”
— Cathy Curtis, Curtis Financial Planning
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