fpPathfinder

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

Category: Client Communication Sample

New Feature: Send Interactive Checklists to Clients with “Share A Link”

At fpPathfinder, we are always looking for ways to help you become more diligent in your planning processes. That’s why we are excited to announce a new feature called “Share A Link” that will help you improve your workflow, improve…
Read More

Picking the Right Resources to Share with Your Retired Clients

There are a multitude of planning opportunities for clients who are in the process of retiring. But there are also lots of planning opportunities that should be considered for clients that have been retired for some time. Many of those…
Read More

Use Checklists And Flowcharts To Enhance Your Planning Process (A Seven-Part Series)

Use Checklists And Flowcharts To Enhance Your Planning Process: Part 1 of 7 A growing trend among financial advisors is to break the typical financial planning process into a series of smaller planning engagements with clients throughout the year. The…
Read More

Reviewing Strategies To Save More (January and February)

Part 2 of 7 from the Series: Use The Checklists and Flowcharts To Enhance Your Planning Process.  Use this email to invite your clients for a specific planning exercise. Send and share the “What Accounts Should I Consider If I…
Read More

Reviewing A Tax Return (March and April)

Part 3 of 7 from the Series: Use The Checklists and Flowcharts To Enhance Your Planning Process. Offer to review a client’s tax return by sending this email. By referencing the “As Someone Who Is Working, What Issues Should I…
Read More

Reviewing Investments (May & June)

Part 4 of 7 from the Series: Use The Checklists and Flowcharts To Enhance Your Planning Process. Offer to do a dedicated review of the client’s investments by sending this email. Show your client that reviewing investments involves a lot…
Read More

Reviewing An Estate Plan (July and August)

Part 5 of 7 from the Series: Use The Checklists and Flowcharts To Enhance Your Planning Process. Updating an estate plan may not be one of the highest priorities for your clients, but you can help them to keep it…
Read More

Reviewing Insurance Coverage (September and October)

Part 6 of 7 from the Series: Use The Checklists and Flowcharts To Enhance Your Planning Process. This email invites the client to reach out to you to discuss insurance coverage and possible gaps. The “What Issues Should I Consider…
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.
“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
“I find fpPathfinder to be very helpful. I use the checklists and flowcharts to help prep for every meeting.”
— Ryan, an advisor in New York
“The charts are probably as much value to me (as advisor) as they are when given to a specific client. I know and understand the topics covered, but it can be a lot faster to refresh with a quick glance at the chart’s decision tree vs having to read through regulations”
— Larry, an advisor in Oregon
“The fpPathfinder information is easy to find by topic and has been helpful in prepping for client meetings.”
— An advisor in New York
“Checklists don't make the planner smarter or more skilled, but does help to ensure that the planner maximizes the knowledge and skill he/she already has.”
— Michael Kitces, Publisher and Editor-In-Chief at Kitces.com
“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
“I love your resources, you guys & gals have helped us take our practice to the next level!”
— Trevor, an advisor in California
Become a Member

Recent Blog Posts

Sign Up to Receive Updates

Join our mailing list to be updated as we release new flowcharts and checklists that might be of interest.