Category: Company Announcements

It’s been a big lift for our team, and at long last, the SECURE Act 2.0 guide updates are complete. Led by Guide Editor Chris Granger, CFP®, the team reviewed every guide in the fpPathfinder library (there are more than…

Members frequently ask, “How does fpPathfinder update checklists, flowcharts, and summary guides?” The following explains how we approach guide updates. The Team Let’s start with the most important part of the guide update equation: The team. Without a doubt, there’s…

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…

Calling all members! Now through December 31, 2021, when you refer a new member to fpPathfinder, you will earn an extra, free month of membership, and so will the member you referred. It’s as simple as sharing your experience with…

Our purpose at fpPathfinder is to raise planning issues and identify decision points so that financial advisors have a script to guide more productive client conversations. Often members and non-members alike ask how we approach guide development, and what we…

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…