fpPathfinder

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

Category: Updated Checklists and Flowcharts

Updates To Reflect 2020 Annual Limits And The SECURE Act

The resources have been reviewed and updated for 2020 including the new SECURE Act rules!  We have addressed three kinds of changes: Annual Limits: The resources have been updated to reflect the 2020 Annual limits since mid-December.  For a summary of…
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Two Insurance Based Checklists & 2020 Resources Available

Two New Checklists: For our last two checklists of the year, we wanted to address insurance-based issues.  These two checklists cover many of the common items to look for when reviewing a client’s insurance policies and doing a needs analysis. What…
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Bonus Flowchart and Resource Updates

We are excited to release a bonus flowchart this month. Not to mention, we have also made a few small changes to two other resources. Bonus Flowchart: If I Retire Early, Should I Buy Health Insurance Through The Health Insurance…
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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.
“I love your resources, you guys & gals have helped us take our practice to the next level!”
— Trevor, an advisor in California
“With all the aspects of running a business, working with varying client scenarios, and knowing how much information is available, I like being able to look at a flowchart and just see what I need to see.”
— Mike, a financial advisor
“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
“I love it! I find it very helpful. It's a great client value add.”
— Phillip, an advisor in North Carolina
“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
“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
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