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.
“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
“The decision tree format has been immensely helpful. The design is very simple and elegant.”
— Deirdre, an advisor in Massachusetts
“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 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
“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
“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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