fpPathfinder

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

Blog

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…
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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 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
“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
“My clients and COIs love these. I’ve shown the medicare IRMAA flowchart to a Medicare consultant I work with and she loved it”
— Steve, an advisor in Ohio
“Overall, I have really enjoyed the service as it makes teaching and educating people much simpler. ”
— Michael, an advisor in California
“ fpPathfinder is great. It's perfect for supplemental content to enhance our marketing efforts.”
— Ray, an advisor in California
“What you guys have created is pretty badass! I’ve used your material for both client meetings and prospective clients.”
— An advisor in California
“You just continue to put out great content on fpPathfinder. The 'What Issues Should I Consider Before The End Of The Year' checklist is fantastic.”
— Chris, an advisor in Illinois
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