Blog - fpPathfinder

New Resources: Medicare Coverage During Open Enrollment Flowchart & Nonqualified Stock Options Checklist

We’re excited to announce two new resources this month (and one updated resource) to help you be more diligent in the planning process. Details are below: New Flowchart: Should I Change My Medicare Coverage During Open Enrollment? Many of your…

Wealthbox + fpPathfinder: The Integration Is Here!

We have exciting news to share with you… The integration between fpPathfinder and Wealthbox is here! Earlier this year, we launched interactive checklists for Premier Members. With this new feature you can: Launch an interactive checklist during a client meeting…

Picking the Right Resources to Share with a Prospective Client

One step to making a good first impression with a prospective client involves asking important questions. Some advisors think of their first meeting with a prospective client as a blank canvas of opportunity and chances are, the prospective client is…

New Resources: Mortgage Refinancing Flowchart & Sudden Wealth Event Checklist

We’re excited to announce two new resources this month to help you be more diligent in the planning process. Details are below: New Flowchart: Should I Consider Refinancing My Mortgage? When interest rates decline, mortgage refinancing becomes a particularly popular topic.…

New Resources: Investment Review & Roth 401(k) Contributions

We’re excited to announce two new resources this month to help you be more diligent in the planning process. Details are below: New Checklist: What Issues Should I Consider When Reviewing My Investments? This checklist helps guide your conversations with clients…

New Resources: Student Loans

Two New Resources Are Available: We’re excited to announce two new resources this month centered around Student Loans. This topic is one of the most requested topics right now. That’s not surprising since student loans have become very complicated and are…

25 Updated Checklists & Flowcharts

We’re continuing our efforts to review and update all of the checklists and flowcharts. Below is our biggest batch yet to be updated – 25 resources! In most cases, the changes are being made to improve clarity or to be…

New Checklists: Identity Theft Risks & Starting A Business (Plus More Updated Resources)

We’re excited to release two new checklists today. One is centered around the unique financial planning issues that arise when someone is starting a business. The other deals with issues associated with identity theft and fraud, which has spiked in…

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“I love it! I find it very helpful. It's a great client value add.”

— Phillip, an advisor in North Carolina

“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

“Love the Redtail integration - it’s been instrumental in my prep for my client reviews. I’m finding my self being over-prepared because of the robust lists which is great.”

— Don, and advisor in 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 one of the best software products I have seen. It’s exactly what I have been looking for and trying to build internally. Well done!!!”

— Kate, an advisor in Florida

“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

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