fpPathfinder

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

Category: Top 10 Most Popular Resources

Popular Checklists and Flowcharts

“Which guides are most popular among members?” Our team frequently hears this question. With nearly 100 different checklists, flowcharts, and reference guides, there are a lot of choices. To give you quick access to often-used guides, we offer the Popular…
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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.
“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 adore your product. It’s so helpful to my clients and myself. I really like that I could change all the colors to match my logo. It looks fantastic.”
— An advisor in Washington
“I love your resources, you guys & gals have helped us take our practice to the next level!”
— Trevor, an advisor in California
“I can't say how much I love the product. It is just great. I recommend it to all my colleagues.”
— Robert, an Advisor in Colorado
“I just utilized one of the Roth flowcharts live on the phone with a client. It worked perfectly!”
— Rick, a financial advisor
“One client just said 'Wow, thank you for this. I would have screwed up my retirement if not for this.'”
— David, an advisor in NY
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