Blog - Page 3 of 12 - fpPathfinder

Updated Resources: The American Rescue Plan Act of 2021

When The American Rescue Plan Act of 2021 was signed into law on March 11, 2021, we went to work to understand how various provisions affected the checklists and flowcharts our members have come to rely on. As a result…

Popular Checklists and Flowcharts

With nearly a hundred resources developed so far, members often ask us which resources are most popular. While we see certain resources become popular during specific periods of time (like our checklist that covers end of year planning issues), we…

Using Financial Planning Checklists Within Your Team

If you work as a team with other advisors, checklists may offer an appealing solution that can help you add more structure to the advice you provide to your clients. This becomes a big obstacle facing advisory firms as they…

Incorporating fpPathfinder Resources To Support Your Financial Plans

Do you send PDF reports to your clients that summarize their financial plan? Most of the major financial planning tools (eMoney, MoneyGuide, and Right Capital) offer a variety of report options to help illustrate how well the client is on…

Behavioral Bias Flowcharts: Resources to Guide Conversations

Getting to the root of client reluctance can be one of the trickiest parts of your role as an advisor. You might find it difficult to explain to clients why certain assets should (or should not) be in their portfolio.…

New Feature Announcement: Updated & Improved CRM Notes Integration

The Premier member experience has been upgraded with the debut of an updated and improved CRM notes integration feature. From now on, when you save the integrated checklist, the notes will be organized to allow you to: Focus your activities:…

Customizing Resources – Position Statement

Among fpPathfinder’s members, customizable checklists are one of the most frequent new feature requests we receive. Most commonly, the advisor either wants to control which questions the client sees (and eliminate certain questions they deem as irrelevant or unnecessary) or…

Two New Checklists: Long-Term Care & Estate Planning Document Review

You tackle the hard questions and difficult topics with your clients every day. Your two new checklists are designed to help you communicate the importance and urgency of the holistic planning that lies ahead for your clients who should consider…

“fpPathfinder is one of a few tools that I use most often in my practice. It has improved my process and the client outcomes.”

— An advisor is Texas

“I love the flowcharts and have found them very helpful in guiding clients on complicated planning issues. The charts are easy to follow and help navigate through difficult decisions based on clients' unique circumstances.”

— Jason, an advisor in Illinois

“The flowcharts have helped a lot in recent discussions with the changing markets, providing us with confidence that our clients are getting the best, most accurate information.”

— Matthew, an advisor in Georgia

“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

“I just utilized one of the Roth flowcharts live on the phone with a client. It worked perfectly!”

— Rick, a financial advisor

“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 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