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Helping Diligent Advisors Ensure They're On The Right Planning Path
Category: Uncategorized
What Customers Are Saying About Us
Hundreds of other advisors are actively using fpPathfinder. Read what those lovely people have to say about us.
“Thank you for creating a robust, yet very practical, planning tool.”
— Andy, an advisor in Florida
“I love it! I find it very helpful. It's a great client value add.”
— Phillip, an advisor in North Carolina
“ fpPathfinder is great. It's perfect for supplemental content to enhance our marketing efforts.”
— Ray, an advisor in California
“I love these checklists and flowcharts! They are very useful and helpful in making sure I am covering all (or at least most) points regarding a specific topic.”
— Michael, an advisor in Pennsylvania
“This is one of my best subscriptions I pay for!”
— Sean, an advisor in California
“I can’t tell you how much I appreciate the Flow Charts you are providing. Helps me feel a little less crazy as an advisor.”
— Tami C, an advisor in Colorado
“It is very helpful for us when we have a client in and we have an issue at hand. Walking through the checklist helps us big time.”
— William, an advisor In Massachusetts
Sign Up to Receive Updates
Join our mailing list to be updated as we release new flowcharts and checklists that might be of interest.
Easily and quickly provide guidance to your clients. Then properly document your conversation or meeting.
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Save time by downloading all the checklists and flowcharts with one click.
Upgrade to Deluxe or Premier to download all the resources with one click.
