Blog

New Checklists: Having A New Child Checklist & Caring For Aging Parent Checklist

We are excited to release two checklists this month. This month has a theme to it – it addresses some of the concerns for “sandwich generation” clients. This is the group of people, typically in their thirties and forties, who…

Six (More) Ways Checklists and Flowcharts Will Help You.

Below are six (more) ways you can start to incorporate the checklists and flowcharts into your business. And if you missed it, here are five other ways that fpPathfinder will be able to help you and here is a curated list of…

Picking The First Checklists And Flowcharts To Incorporate Into Your Business.

We have put together the following curated list of checklists and flowcharts that many other advisors first started using when they became members. And if you missed it, click here for ideas on how to implement checklists and flowcharts. Popular Checklists and…

Five Ways Checklists and Flowcharts Will Help You

After you’ve become a member, it’s time to start using these in your business. Below are five ways you can start to incorporate the checklists and flowcharts into your business. Assist in the decision-making process when formulating a recommendation: One…

Bonus Flowchart and Resource Updates

We are excited to release a bonus flowchart this month. Not to mention, we have also made a few small changes to two other resources. Bonus Flowchart: If I Retire Early, Should I Buy Health Insurance Through The Health Insurance…

New Checklists: Documents to keep on file & issues to consider during a job loss.

We are excited to release two checklists this month. As you can tell from these two checklists and the ones we have released this year, we are continuing to focus on providing resources that address major life transitions. For Essential…

Resource Updates and Improved Functionality

Resource Updates and Improved Functionality Based on member feedback, we have made some essential updates. In one of our recently-released flowcharts, members asked that we incorporate some additional decision points. For our Deluxe members, we have given them more control over how…

College Resources: College Funding Checklist & 529 Plan Distribution Rules Flowchart

We are excited to release both a checklist and a flowchart this month. This month, we have a theme! Both resources are related to paying for college. For Essential and Deluxe members, here are the two resources being released today: What Issues…

What Customers Are Saying About Us

“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

“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

“You are making all of our lives easier...and more importantly, our clients.”

— Jeff, an advisor in California

“The flowcharts have helped a lot in recent discussions with the changing markets, providing us with confidence that our clients are getting the best, most accurate information.”

— Matthew, an advisor in Georgia

“ fpPathfinder is great. It's perfect for supplemental content to enhance our marketing efforts.”

— Ray, an advisor in California

“I love the flowcharts and have found them very helpful in guiding clients on complicated planning issues. The charts are easy to follow and help navigate through difficult decisions based on clients' unique circumstances.”

— Jason, an advisor in Illinois