fpPathfinder

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

Category: Updated Resources

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…
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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…
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Charitable Deduction Clarification Triggers Updates

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. Charitable Deduction Clarification Members will find three updated checklists that reflect…
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Updates To One Checklist + Two Flowcharts

As part of fpPathfinder’s ongoing commitment to our members, the ever-increasing roster of checklists, flowcharts, and summary guides is under continuous review. As a result, they are subject to updates.  Three Updates Our team has updated the following checklist and…
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Checklist & Flowchart Updates

As part of fpPathfinder’s ongoing commitment to our members, the ever-increasing roster of checklists, flowcharts, and summary guides is under continuous review. As a result, they are subject to updates.  Communicating Updates  Because our members depend on our guides, we…
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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…
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New Resources: Incentive Stock Options, Important Dates, and Important Milestones (And Updated Resources)

There is a LOT going on at fpPathfinder right now. Almost all the resources are being updated for 2021 over the next few weeks.  If there is a particular resource you’re looking for, chances are it will be updated very…
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25 Updated Checklists & Flowcharts

We’re continuing our efforts to review and update all of the checklists and flowcharts.  Below is our biggest batch yet to be updated – 25 resources!  In most cases, the changes are being made to improve clarity or to be…
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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’s one of the best software products I have seen. It’s exactly what I have been looking for and trying to build internally. Well done!!!”
— Kate, an advisor in Florida
“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 really love the flowcharts and they are helping me explain difficult decision points/rules to my client base. In fact, I plan to upgrade so I can use some of the material on my website with my own branding.”
— An advisor in Texas
“With working from home most of 2020, we wanted to still catch some face time with our clients. We used the checklists and flowcharts to conduct webinars covering various topics. In fact, having the charts readily available, we were able to do many of these on a weekly basis, knowing the material was pretty much already established. We had such great feedback that we are continuing the webinars into 2021. We have many that actually look forward to our meeting times, and found being able to have the flowchart or checklist available to work on their own later was an added bonus.”
— An advisor in Texas
“The decision tree format has been immensely helpful. The design is very simple and elegant.”
— Deirdre, an advisor in Massachusetts
“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 can’t tell you how much I appreciate the Flow Charts you are providing. Helps me feel a little less crazy as an advisor.”
— Tami C, an advisor in Colorado
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