Blog - Page 2 of 5 - fpPathfinder

Five Ways Checklists and Flowcharts Will Help You

After you’ve become a member, it’s time to start using these in your business. Below are five ways you can start to incorporate the checklists and flowcharts into your business. Assist in the decision-making process when formulating a recommendation: One…

Bonus Flowchart and Resource Updates

We are excited to release a bonus flowchart this month. Not to mention, we have also made a few small changes to two other resources. Bonus Flowchart: If I Retire Early, Should I Buy Health Insurance Through The Health Insurance…

New Checklists: Documents to keep on file & issues to consider during a job loss.

We are excited to release two checklists this month. As you can tell from these two checklists and the ones we have released this year, we are continuing to focus on providing resources that address major life transitions. For Essential…

Resource Updates and Improved Functionality

Resource Updates and Improved Functionality Based on member feedback, we have made some essential updates. In one of our recently-released flowcharts, members asked that we incorporate some additional decision points. For our Deluxe members, we have given them more control over how…

College Resources: College Funding Checklist & 529 Plan Distribution Rules Flowchart

We are excited to release both a checklist and a flowchart this month. This month, we have a theme! Both resources are related to paying for college. For Essential and Deluxe members, here are the two resources being released today: What Issues…

New Resources: Going Through A Divorce Checklist & Tax Impact Of Selling An Investment Flowchart

We are excited to release both a checklist and a flowchart this month. For Essential and Deluxe members, here are the two resources being released today: What Issues Should I Consider During My Divorce: This checklist covers 26 planning issues to identify…

White Label Color Examples And Tips

In October, we launched a Deluxe membership option at fpPathfinder. It addressed one of the most requested features we had heard from our members at the time which was to develop a white-label solution. The Deluxe membership allowed advisors to…

New Checklists: Getting Married Checklist & Parent Passing Away Checklist

We are excited to release two new checklists for our members. The number of checklists has been growing quickly: we now have 8 checklists available to our members and have one sample checklist available to our non-members! For Essential and Deluxe members, here are the…

What Customers Are Saying About Us

“fpPathfinder is a great tool! It mirrors much of what I've developed on my own for tax planning, life events, etc. However, it's been great to double-check my own work in those areas and also to motivate me to deepen my knowledge on other topics”

— Jonathan, an advisor in Colorado

“I really love the flowcharts and they are helping me explain difficult decision points/rules to my client base. In fact, I plan to upgrade so I can use some of the material on my website with my own branding.”

— An advisor in Texas

“ fpPathfinder is great. It's perfect for supplemental content to enhance our marketing efforts.”

— Ray, 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

“The charts are probably as much value to me (as advisor) as they are when given to a specific client. I know and understand the topics covered, but it can be a lot faster to refresh with a quick glance at the chart’s decision tree vs having to read through regulations”

— Larry, an advisor in Oregon

“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