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 really love the concept of fpPathfinder because I spend so much time reinventing the wheel when communicating planning concepts to clients. Moreover, the flowchart format can be used time and time again to produce consistent results.”
— Kevin P, an advisor in Illinois
“I find fpPathfinder to be very helpful. I use the checklists and flowcharts to help prep for every meeting.”
— Ryan, an advisor in New York
“The decision tree format has been immensely helpful. The design is very simple and elegant.”
— Deirdre, an advisor in Massachusetts
“I love the flowcharts and have found them very helpful in guiding clients on complicated planning issues. The charts are easy to follow and help navigate through difficult decisions based on clients' unique circumstances.”
— Jason, an advisor in Illinois
“What you guys have created is pretty badass! I’ve used your material for both client meetings and prospective clients.”
— An advisor in California
“I love your resources, you guys & gals have helped us take our practice to the next level!”
— Trevor, an advisor in California
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