fpPathfinder

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

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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…
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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…
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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…
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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…
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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.
“I love it! I find it very helpful. It's a great client value add.”
— Phillip, an advisor in North Carolina
“I find fpPathfinder to be very helpful. I use the checklists and flowcharts to help prep for every meeting.”
— Ryan, an advisor in New York
“I had my own internal set of workflows, but by piggybacking fpPathfinder, I've saved who knows how many hours. It's a great product and I'll be a subscriber for years.”
— An advisor in Texas
“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
“fpPathfinder is the only planning tool that tries to address all of the obstacles facing our clients”
— Cathy Curtis, Curtis Financial Planning
“I find the flowcharts and checklists helpful for content and for presenting topics to clients. It is a streamlined approach to presenting information and while complex, it also demonstrates the value the advisor brings to the client in helping them navigate these complex situations.”
— An Advisor from California
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