Blog

Flowcharts Updated With 2019 Annual Limits

We’re excited to release the 2019 versions of the flowcharts for our Essentials and Deluxe members. Many flowcharts have been updated with 2019 annual numbers. Some have been updated to incorporate member feedback. While most are now available on the site, a…

Introducing Two New Flowcharts: Mega Backdoor Roth IRA Contributions And Basis Rules For Gifted Property

We are excited to make available two additional flowcharts to our Essentials and Deluxe members. This brings the total number of flowcharts up to 25. Can I Make A Mega Backdoor Roth IRA Contribution? This strategy allows clients to contribute…

Introducing Two New Flowcharts: HSA Contribution Rules and NUA Distribution Rules

We are excited to make available two additional flowcharts to our Essentials and Deluxe members. This brings the total number of flowcharts up to 23. Can I Do A Net Unrealized Appreciation (NUA) Distribution? This flowchart addresses some of the…

Introducing Our Deluxe Package: White Labeling & Ability To Share Online

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…

Introducing Two New Flowcharts: Retirement Plans For Businesses and Social Security Disability

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…

Introducing Two New Flowcharts: IRMAA Surcharges and Medicare Eligibility

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…

New Feature: Suggest & Vote For New Flowcharts

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…

Introducing Two New Medicare Flowcharts

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…

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

“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

“The flowcharts give me a lot of confidence. Candidly, I sometimes worry that I might miss something when planning for my clients. The flowcharts give me confidence that I won't.”

— Advisor in Virginia

“We are delighted with the thoroughness of each chart in simplifying the complex questions and helping lead to an answer. These are indeed a helpful asset in our toolbox for work with clients.”

— Victoria L, an advisor in Massachusetts

“I can’t tell you how much I appreciate the Flow Charts you are providing. Helps me feel a little less crazy as an advisor.”

— Tami C, an advisor in Colorado