fpPathfinder

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

Category: Uncategorized

Have A Plan To Claim Social Security Benefits

Just about every client should have a plan to claim Social Security benefits. Without a doubt, it’s a big decision and can be stressful for the client.  To support Social Security conversations, fpPathfinder members can use the “What Issues Should…
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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.
“My clients and COIs love these. I’ve shown the medicare IRMAA flowchart to a Medicare consultant I work with and she loved it”
— Steve, an advisor in Ohio
“Love the Redtail integration - it’s been instrumental in my prep for my client reviews. I’m finding my self being over-prepared because of the robust lists which is great.”
— Don, and advisor in California
“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
“fpPathfinder is the only planning tool that tries to address all of the obstacles facing our clients”
— Cathy Curtis, Curtis Financial Planning
“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
“The flowcharts give me a lot of confidence. Candidly, I sometimes worry that I might miss something when planning for my clients. The flowcharts give me confidence that I won't.”
— An advisor in Virginia
“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®️
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