fpPathfinder

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

Category: Uncategorized

The Genesis of fpPathfinder

I’m a financial planner and the idea behind fpPathfinder began, in part, out of my own need to stay on top of certain financial planning issues.   My first flowchart was developed so I could provide the correct answers to my…
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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.
“Overall, I have really enjoyed the service as it makes teaching and educating people much simpler. ”
— Michael, 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
“I really love the flowcharts and they are helping me explain difficult decision points/rules to my client base. In fact, I plan to upgrade so I can use some of the material on my website with my own branding.”
— An advisor in Texas
“You are making all of our lives easier...and more importantly, our clients.”
— Jeff, an advisor in California
“What you guys have created is pretty badass! I’ve used your material for both client meetings and prospective clients.”
— An advisor in California
“The decision tree format has been immensely helpful. The design is very simple and elegant.”
— Deirdre, an advisor in Massachusetts
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