Blog

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…

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…

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…

The Genesis of fpPathfinder

I’m a financial planner and the idea behind fpPathfinder began, in part, out of my own need to stay on top of certain financial planning issues. My first flowchart was developed so I could provide the correct answers to my…

What Customers Are Saying About Us

“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

“The white-label feature in Deluxe is really fantastic. It is really powerful to talk through the decision tree with a client with our logo & color options on the chart, frankly, because it makes us look smarter!”

— Bill, an advisor in New York

“The decision tree format has been immensely helpful. The design is very simple and elegant.”

— Deirdre, an advisor in Massachusetts

“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

“What you guys have created is pretty badass! I’ve used your material for both client meetings and prospective clients.”

— An advisor in California

“I just met with a client who had a question regarding her eligibility for Social Security benefits. We went through the flowcharts answering each question and following the lines. She looked at me and said 'This is great, it was so much easier to use this than trying to go through all the literature that Social Security offers. Thank you so much.'”

— Ben G, an advisor in Wisconsin