Blog

We are thrilled to announce a new package at fpPathfinder.  This has been developed in direct response to the overwhelming feedback and input from our members!  With this new package, you receive everything from Essentials, plus the following: Ability to add…

We are excited to make available two additional flowcharts to our Retirement Planning Essentials package.  This brings the total number of flowcharts up to 21. Should I Set Up A Traditional 401(k) For My Business? This flowchart addresses some of the…

We are excited to make available two additional flowcharts to our Retirement Planning Essentials package.  These two flowcharts can help you and your clients with the complexities related to Medicare eligibility and details on the IRMAA surcharges.  This brings the…

You can now help set the direction of fpPathfinder with the release of our latest feature. We have created a new section on our site where you can post ideas for future flowcharts and checklists. In addition, you can upvote…

We are excited to make available two additional flowcharts to our Retirement Planning Essentials package.  These two flowcharts can help you and your clients with the complexities, timing, and penalties related to Medicare enrollment.  This brings the total number of…

I’m a financial planner and the idea behind fpPathfinder began, in part, out of my own need to stay on top of certain financial planning issues.   My first flowchart was developed so I could provide the correct answers to my…