Category: New Features

Resource Updates and Improved Functionality Based on member feedback, we have made some essential updates. In one of our recently-released flowcharts, members asked that we incorporate some additional decision points. For our Deluxe members, we have given them more control over how…

In October, we launched a Deluxe membership option at fpPathfinder.  It addressed one of the most requested features we had heard from our members at the time which was to develop a white-label solution. The Deluxe membership allowed advisors to…

We’re excited to make available the “What Issues Should I Consider If My Spouse Passed Away?” checklist as a sample.  If you’ve been curious about our checklists, then you’ll want to see this free sample.   This checklist covers 29 of the…

The wait is over!  Today, we are excited to announce the addition of checklists to our lineup. While our flowcharts cover specific and sometimes technical planning issues, checklists are more high level and designed to make sure advisors don’t miss…

We’re excited to announce a redesigned back page for our Deluxe members.  This new design is more flexible than our original design. So if you have a long email address, name, or title this design should accommodate your needs a…

We’re excited to release the 2019 versions of the flowcharts for our Essentials and Deluxe members. Many flowcharts have been updated with 2019 annual numbers. Some have been updated to incorporate member feedback.  While most are now available on the site, a…

We are thrilled to announce a new package at fpPathfinder.  This has been developed in direct response to the overwhelming feedback and input from our members!  With this new package, you receive everything from Essentials, plus the following: Ability to add…

You can now help set the direction of fpPathfinder with the release of our latest feature. We have created a new section on our site where you can post ideas for future flowcharts and checklists. In addition, you can upvote…