fpPathfinder

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

Category: In The Press

ThinkAdvisor Covers The Kitces Webinar On Scaling Advice

Recently we hosted Michael Kitces to deliver the webinar presentation, “Scaling Advice: From Financial Advisor to Financial Advicer.” ThinkAdvisor Reporter Jeff Berman covered the webinar in his article, “Kitces: 10 Questions To Ask When Building A Year-End Tax Planning Checklist.”…
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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 love fpPathfinder. I use it nearly every day. Clients think it is very clear and easy to understand and it has increased our credibility.”
— An advisor in Utah
“Thank you for creating a robust, yet very practical, planning tool.”
— Andy, an advisor in Florida
“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
“This is probably the best money I have ever spent. I love fpPathfinder!”
— Phillip, an advisor in North Carolina
“Your software and platform are awesome and super helpful to me and my clients”
— Clinton, an Advisor in New York
“This is one of my best subscriptions I pay for!”
— Sean, an advisor in California
“I love your resources, you guys & gals have helped us take our practice to the next level!”
— Trevor, an advisor in California
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