fpPathfinder

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

Healthcare In Retirement: A Recipe For Proactive Client Conversations

Healthcare In Retirement: A Recipe For Proactive Client Conversations

Healthcare, on its best day, is complicated. However, when clients move into retirement, the topic surfaces entirely new questions and considerations that require planning and coordination.  You are in an influential position to successfully guide your clients through the maze…
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Summary Guides For Small Business Owners

Actionable feedback: That’s what members provide every Spring when they respond to our annual survey. A trend that emerged from the most recent survey is that members wanted our team to cover additional information in new ways. So we took…
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At-A-Glance: A Roundup Of The Latest Guides & Features

Your work inspires us, and as a result, fpPathfinder is motivated to offer advisors more than ever before. Our team is proud to support our members with the tools that add value to their relationships.  Because there’s been a lot…
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Advanced White Label Settings: Align Your Message + Brand

Deluxe and Premier membership offers advisors the powerful opportunity to white label the checklists and flowcharts in the fpPathfinder library. Now, members can take their branding one step further with a fully customizable back page with Advanced White Label Settings. …
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A Checklist To Guide The Annuity Strategy Conversation

As your clients plan for retirement, they may be curious about how to secure a predictable income stream. At that point, annuities can become a hot topic for them, and you can help guide the analysis to support solid decision-making. …
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Checklist & Flowchart Updates

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…
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A Service Guide To Timely Conversations

Your advisory practice can have a predictable rhythm tied to your clients’ needs at certain times of the year. For example, in the first part of the year, you can count on having a lot of tax discussions. Medicare discussions…
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Interstate Moves Bring Planning Opportunities & There’s A (New) Checklist For That

Whether a person leaves a congested urban area for the high plains or waves goodbye to the muggy Midwest for the arid desert, moving somewhere new has a certain romance to it. Romance aside, there are financial implications to relocation…
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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.
“The charts are probably as much value to me (as advisor) as they are when given to a specific client. I know and understand the topics covered, but it can be a lot faster to refresh with a quick glance at the chart’s decision tree vs having to read through regulations”
— Larry, an advisor in Oregon
“Thank you for creating a robust, yet very practical, planning tool.”
— Andy, an advisor in Florida
“fpPathfinder is the only planning tool that tries to address all of the obstacles facing our clients”
— Cathy Curtis, Curtis Financial Planning
“The resources available are beneficial internally and for clients. The checklists help advisors think outside the box of their knowledge and experience covering a multitude of planning areas. The flowcharts are well laid out visuals for the clients with possible scenarios identified and clear paths to take. fpPathfinders does a nice job updating the resources regularly and communicating to their customer base as well.”
— An advisor in Minnesota
“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 had my own internal set of workflows, but by piggybacking fpPathfinder, I've saved who knows how many hours. It's a great product and I'll be a subscriber for years.”
— An advisor in Texas
“I love fpPathfinder. I use it nearly every day. Clients think it is very clear and easy to understand and it has increased our credibility.”
— An advisor in Utah
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