Blog

Increasingly, people are changing jobs. With new jobs come questions about how to manage the benefits from both the previous and new employer.  As the trusted advisor, your clients who have made a professional move will certainly turn to you…

The cash comes in. The cash goes out. We’re all familiar with how cash flow works. However, your clients may not have taken steps to track and manage this crucial piece of their financial plans. That’s why we’ve created a…

At fpPathfinder, we’re committed to facilitating more diligent, actionable planning conversations. In addition to checklists and flowcharts, our team delivers on our promise through strategic partnerships, CRM integrations, and interactive features that streamline the financial planning process.  Strategic Partnerships CFP®-led…

As part of fpPathfinder’s ongoing commitment to our members, we systematically review our ever-increasing roster of checklists, flowcharts, and summary guides. As a result, they are subject to updates. Updated Flowcharts Please take a moment to download the newest versions…

Increasingly, adult children are managing a whole host of concerns on behalf of their parents.  As the trusted advisor, you are in a position to lead families through conversations and decision-making that can identify important actions and relieve some stress.…

When you help your clients optimize their charitable giving and tax deductions, your advice makes a difference to them personally and financially. However, with the increased standard deduction, fewer of your clients are likely itemizing. Accordingly, they may not be…

As part of fpPathfinder’s ongoing commitment to our members, we systematically review our ever-increasing roster of checklists, flowcharts, and summary guides. As a result, they are subject to updates. Updated Guides Please take a moment to download the newest versions…

If you’re like us, you’re wondering where the year went. Your clients likely are wondering the very same thing. Take The Lead The next couple of months will pass quickly. Now’s the time to reach out to your clients and…