fpPathfinder

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

Category: Money In Motion

Money-In-Motion Resource Guide

When your client experiences a major life event, money is often in motion for one reason or another. Ideally, your client is consulting with you about what to do with the money. Your client could also be talking to the…
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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.
“fpPathfinder is the only planning tool that tries to address all of the obstacles facing our clients”
— Cathy Curtis, Curtis Financial Planning
“I find fpPathfinder to be very helpful. I use the checklists and flowcharts to help prep for every meeting.”
— Ryan, an advisor in New York
“Having been trained in a CPA firm, checklists were how everything was done, I was amazed to learn how little checklists were utilized in FP [Financial Planning]. I had created my own but FP Pathfinder has outdone me in creating current issue lists and updates. This is a must for any advisor. ”
— Advisor from California
“fpPathfinder is one of a few tools that I use most often in my practice. It has improved my process and the client outcomes.”
— An advisor is Texas
“Checklists don't make the planner smarter or more skilled, but do help to ensure that the planner maximizes the knowledge and skill he/she already has.”
— Michael Kitces, Publisher and Editor-In-Chief at Kitces.com
“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
“I just met with a client who had a question regarding her eligibility for Social Security benefits. We went through the flowcharts answering each question and following the lines. She looked at me and said 'This is great, it was so much easier to use this than trying to go through all the literature that Social Security offers. Thank you so much.'”
— Ben G, an advisor in Wisconsin
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