fpPathfinder

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

Category: In The Press

Podcast Interview and Checklist Recap

Recently, Michael Lecours was invited onto the Advisor Success Series Podcast hosted by Matt Shute of 3D Asset Management. Michael and Matt dug into several issues including: The frustration that led to Michael creating fpPathfinder The types of advisors that…
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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.
“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
“What you guys have created is pretty badass! I’ve used your material for both client meetings and prospective clients.”
— An advisor in California
“I just utilized one of the Roth flowcharts live on the phone with a client. It worked perfectly!”
— Rick, a financial advisor
“The flowcharts have helped a lot in recent discussions with the changing markets, providing us with confidence that our clients are getting the best, most accurate information.”
— Matthew, an advisor in Georgia
“fpPathfinder is a great tool! It mirrors much of what I've developed on my own for tax planning, life events, etc. However, it's been great to double-check my own work in those areas and also to motivate me to deepen my knowledge on other topics”
— Jonathan, an advisor in Colorado
“Your software and platform are awesome and super helpful to me and my clients”
— Clinton, an Advisor in New York
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