New Features Archives - fpPathfinder

New Feature: Send Interactive Checklists to Clients with “Share A Link”

At fpPathfinder, we are always looking for ways to help you become more diligent in your planning processes. That’s why we are excited to announce a new feature called “Share A Link” that will help you improve your workflow, improve…

Wealthbox + fpPathfinder: The Integration Is Here!

We have exciting news to share with you… The integration between fpPathfinder and Wealthbox is here! Earlier this year, we launched interactive checklists for Premier Members. With this new feature you can: Launch an interactive checklist during a client meeting…

New Resources: Student Loans

Two New Resources Are Available: We’re excited to announce two new resources this month centered around Student Loans. This topic is one of the most requested topics right now. That’s not surprising since student loans have become very complicated and are…

How checklists and flowcharts can help during busy times

How interactive checklists can help during busy times This newsletter is full of helpful insights to help you run your firm more effectively. This week we share: How “interactive checklists” can make advisors lives easier during this busy time Note-taking…

Exciting News…

Since fpPathfinder’s launch in 2018, advisors have shared tons of positive feedback about using our checklists and flowcharts to be more diligent in their financial planning process. However, after 1600+ advisors were using the membership, we had an important request…

Two HUGE new features announced!

We are very excited to release two huge features that will completely change how members use fpPathfinder. These features will make it easier and faster to help your clients! FEATURE RELEASE #1: Interactive Checklists All of our checklists…

Two New Flowcharts Are Now Available (Plus A New Resource Summary Guide)

This month we are excited to release two new flowcharts. We’re also releasing (thanks to member feedback) a simple two-page resource summary guide to help you quickly see all the different resources available. Here is Should I Contribute To My Roth…

New Member Section & One-Click Downloads

Several new features have been rolled out that have been in the works for a long time. Both address the same core concern raised by our members – “We have trouble finding the resources that we need”. Our members are…

“I love it! I find it very helpful. It's a great client value add.”

— Phillip, an advisor in North Carolina

“I think it’s the bees knees! I think it provides me and my clients the most value of any of the services we use at my firm. Everything is well-designed and the amount of material you guys pack into a page without it being overwhelming is AMAZING”

— An advisor in Kentucky

“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

“You just continue to put out great content on fpPathfinder. The 'What Issues Should I Consider Before The End Of The Year' checklist is fantastic.”

— Chris, an advisor in Illinois

“The fpPathfinder information is easy to find by topic and has been helpful in prepping for client meetings.”

— An advisor in New York

“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

“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