Getting Started Archives - fpPathfinder

Age-Related Planning: Your Guide To Checklists & Flowcharts

Every age-based demographic has its particular planning concerns. The more you can prepare for client meetings, the more you’ll uncover opportunities to help your clients plan. Life Stages & Planning Needs Before your meetings, set aside a few minutes to…

Member Orientation: A New Welcome Feature Every Member Should Bookmark

For new members, there is a lot to absorb. Whether you’re navigating checklists and flowcharts or filtering through articles on the fpPathfinder blog, knowing where to start can feel like a challenge. Now, your path to making the most of…

I’m About To Use A Checklist With A Client, How Do I Prepare Myself?

You’re meeting with a client and want to make sure that you’re not just talking about investment performance. You’ve decided to use one of the fpPathfinder resources in your upcoming meeting (if you need help identifying the resources, here are…

How Do I Use These Resources In A Client Meeting?

There are lots of great ways to use the resources from fpPathfinder with your clients in meetings. Oftentimes, it depends on your own preferences. It may take a little experimenting before you find an approach that is right for you.…

I Finished Using The Checklist With A Client, Now What?

You just finished going through a checklist with a client, now what do you do with it? After a meeting in which you have completed a checklist, there are multiple steps to consider: Type your notes into your CRM shortly…

Popular Checklists and Flowcharts

With nearly a hundred resources developed so far, members often ask us which resources are most popular. While we see certain resources become popular during specific periods of time (like our checklist that covers end of year planning issues), we…

How to Use Checklists & Flowcharts

To help you more fully incorporate checklists and flowcharts into your practice, we’ve outlined many different strategies to consider. This new guide, “How To Use These Checklists & Flowcharts,” will step you – and your team – through various methods…

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…

“Overall, I have really enjoyed the service as it makes teaching and educating people much simpler. ”

— Michael, an advisor in California

“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

“It’s brilliant to boil complex planning strategies into a one-page flowchart. It totally beats having to read 4 -5 articles to understand each nuance and exception, especially on the tax issues.”

— Meghan, an advisor in Georgia

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

— Joshua, an advisor in Pennsylvania

“I love the flowcharts and have found them very helpful in guiding clients on complicated planning issues. The charts are easy to follow and help navigate through difficult decisions based on clients' unique circumstances.”

— Jason, an advisor in Illinois

“I had my own internal set of workflows, but by piggybacking fpPathfinder, I've saved who knows how many hours. It's a great product and I'll be a subscriber for years.”

— An advisor in Texas

“Thanks for having all of these so conveniently put together. We were working on many of these for years, but often could not find the time to keep them updated. This has been a blessing to our firm. ”

— An advisor in Texas