fpPathfinder

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

Restricted Stock Units: A New Checklist In The Equity Compensation Series

Restricted Stock Units: A New Checklist In The Equity Compensation Series

As businesses begin to open up and your clients head back to their offices (or decide not to), equity compensation will be a hot planning topic. Restricted Stock Units (RSUs) are an increasingly popular form of equity comp, which has…
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Interactive Flowcharts: The Functionality Expands + The List Grows

As part of our continuing interactive flowchart beta test, Premier Members have access to notetaking functionality. Additionally, they have a new interactive flowchart to add to their repertoire. Add Notes Directly To The Interactive Flowchart The interactive flowchart beta test…
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XLR8 + fpPathfinder: A New CRM Integration

Advisors who use XLR8, a CRM overlay built on top of Salesforce, have a new reason to get excited: The integration between XLR8 and fpPathfinder is live! One-Click = Big Benefits XLR8 is a powerful Salesforce-based CRM that supports the…
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The Kids Are (Or Will Be) Alright: Checklists For The Next Generation

Your clients’ children — whether young or grown — will have their individual financial needs sooner than later. For some families, you can be the professional who leads financial literacy conversations and cement multi-generational relationships. For others, you can lead…
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Age-Related Planning: Your Guide To Checklists & Flowcharts

Every age-based demographic has its particular planning concerns. The more you can prepare for client meetings, the more you’ll uncover opportunities to help your clients plan.  Life Stages & Planning Needs Before your meetings, set aside a few minutes to…
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New Flowcharts Help Advisors & Clients Tackle Tough Questions

Does your business-owner client need a SEP or a SIMPLE IRA? Will your clients experience the least tax impact if they harvest capital gains or make Roth conversions? This month’s new flowcharts help clients consider the factors that are critical…
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Member Orientation: A New Welcome Feature Every Member Should Bookmark

For new members, there is a lot to absorb. Whether you’re navigating checklists and flowcharts or filtering through articles on the fpPathfinder blog, knowing where to start can feel like a challenge. Now, your path to making the most of…
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Money-In-Motion Resource Guide

When your client experiences a major life event, money is often in motion for one reason or another. Ideally, your client is consulting with you about what to do with the money. Your client could also be talking to the…
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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.
“This is one of my best subscriptions I pay for!”
— Sean, 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
“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
“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
“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
“The decision tree format has been immensely helpful. The design is very simple and elegant.”
— Deirdre, an advisor in Massachusetts
“I can't say how much I love the product. It is just great. I recommend it to all my colleagues.”
— Robert, an Advisor in Colorado
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