Updated Resources Archives | fpPathfinder

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…

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…

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…

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…

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…

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…

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…

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…

“This is one of my best subscriptions I pay for!”

— Sean, an advisor in California

“Love the Redtail integration - it’s been instrumental in my prep for my client reviews. I’m finding my self being over-prepared because of the robust lists which is great.”

— Don, and 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

“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

“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

“fpPathfinder is fantastic. I really can't find any flaws.”

— Joshua, an advisor in Pennsylvania

“I just utilized one of the Roth flowcharts live on the phone with a client. It worked perfectly!”

— Rick, a financial advisor

[class^="wpforms-"]

[class^="wpforms-"]

[class^="wpforms-"]

[class^="wpforms-"]