fpPathfinder

Helping Diligent Advisors Ensure They're On The Right Planning Path

Category: Announcements

Share Link Options: Member Feedback Comes To Life

For some time, members have asked fpPathfinder for a feature that allows them to remove checklist questions. Because we are as deliberate as our members are diligent, we carefully evaluated the request to develop a solution that balances advisor needs…
Read More

Unexpected Expenses: A Checklist Drives Funding Decisions

Unexpected expenses are an inevitable part of life. If you haven’t had a call like this, you will: “My car was totaled. It’s OK. Everyone’s fine. But we didn’t expect to have to buy a new car right now.”  Unexpected…
Read More

New Year, New Financial Resolutions

January 1 always feels like starting a new book that we get to write. The pages are blank, and we can start from scratch. That’s probably why we all make lifestyle and financial resolutions. Everything feels achievable in the new…
Read More

A Financial Planning Checklist: Cash Flow

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…
Read More

The Financial Planning Process: Powered by Partnerships, Integrations, & Interactive Features

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…
Read More

Three Updated Flowcharts

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…
Read More

Donor Advised Funds: A Flowchart To Inform Strategic Giving

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…
Read More

Two Updated Guides

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…
Read More

What Customers Are Saying About Us

Hundreds of other advisors are actively using fpPathfinder. Read what those lovely people have to say about us.
“It is very helpful for us when we have a client in and we have an issue at hand. Walking through the checklist helps us big time.”
— William, an advisor In Massachusetts
“I love it! I find it very helpful. It's a great client value add.”
— Phillip, an advisor in North Carolina
“I love the new "share a link" feature. This has made it much easier to send flowcharts and checklists to our clients. Thanks for the add!”
— An advisor in Texas
“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
“With all the aspects of running a business, working with varying client scenarios, and knowing how much information is available, I like being able to look at a flowchart and just see what I need to see.”
— Mike, a financial advisor
“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
“In client meetings I'm often sharing a checklist regarding a specific topic, and helping clients understand the planning issues, opportunities, and process all very quickly and efficiently.”
— An advisor in Texas
Become a Member

Sign Up to Receive Updates

Join our mailing list to be updated as we release new flowcharts and checklists that might be of interest.
  • This field is for validation purposes and should be left unchanged.
Close