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Redesigned Back Page Now Available for Deluxe Members

We’re excited to announce a redesigned back page for our Deluxe members. This new design is more flexible than our original design. So if you have a long email address, name, or title this design should accommodate your needs a…

Introducing Two New Flowcharts: QBI Deduction Rules & Step-Up In Basis Rules For Inherited 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 27! Am I Eligible For A Qualified Business Income Deduction? The provisional rules are very new…

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…

“I think fpPathfinder is the best tool I’ve ever seen in the financial planning realm. I spend an unbelievable amount of time researching some of these issues that have been boiled down to one page: consulting with other experts, citing specific sources as a backup, reviewing my work, and coming to a final conclusion.”

— Jeff S, an advisor in Missouri

“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

“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

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

— Jeff, an 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 is very helpful for us when we have a client in and we have an issue at hand. Walking through the checklist helps us big time.”

— William, an advisor In Massachusetts

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