New Flowchart Additions Archives - fpPathfinder

New Resources: Mortgage Refinancing Flowchart & Sudden Wealth Event Checklist

We’re excited to announce two new resources this month to help you be more diligent in the planning process. Details are below: New Flowchart: Should I Consider Refinancing My Mortgage? When interest rates decline, mortgage refinancing becomes a particularly popular topic.…

New Resources: Investment Review & Roth 401(k) Contributions

We’re excited to announce two new resources this month to help you be more diligent in the planning process. Details are below: New Checklist: What Issues Should I Consider When Reviewing My Investments? This checklist helps guide your conversations with clients…

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…

New Resources: Where To Save & Evaluating Roth Conversions (Plus Some Updated Resources)

Two New Resources Available. We have two new resources available that are particularly relevant. Both deal with conversations that many advisors are having with their clients. We’re also excited to be in the midst of reviewing and updating almost all…

Two New Resources Available

This month we are excited to release two new resources. Issues To Consider As A New Client: This checklist covers many of the important planning issues and questions to ask of a new client (or prospect). It is currently one of the…

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…

Bonus Flowchart and Resource Updates

We are excited to release a bonus flowchart this month. Not to mention, we have also made a few small changes to two other resources. Bonus Flowchart: If I Retire Early, Should I Buy Health Insurance Through The Health Insurance…

College Resources: College Funding Checklist & 529 Plan Distribution Rules Flowchart

We are excited to release both a checklist and a flowchart this month. This month, we have a theme! Both resources are related to paying for college. For Essential and Deluxe members, here are the two resources being released today: What Issues…

“fpPathfinder has been critical in my execution of financial planning. They provide well thought resources for when clients face specific problems, and I use them over and over again.”

— Roger Whitney, CFP®️, CIMA®️, CPWA®️

“What you guys have created is pretty badass! I’ve used your material for both client meetings and prospective clients.”

— An advisor in California

“This has been super helpful and I am getting rave reviews in using these flowcharts and checklists”

— Christoper, an advisor in Illinois

“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

“It’s brilliant to boil complex planning strategies into a one-page flowchart. It totally beats having to read 4 -5 articles to understand each nuance and exception, especially on the tax issues.”

— Meghan, an advisor in Georgia

“I really love the concept of fpPathfinder because I spend so much time reinventing the wheel when communicating planning concepts to clients. Moreover, the flowchart format can be used time and time again to produce consistent results.”

— Kevin P, an advisor in Illinois

Become a Member