fpPathfinder

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

Checklist & Flowchart Updates


Updated Resources

As part of fpPathfinder’s ongoing commitment to our members, the ever-increasing roster of checklists, flowcharts, and summary guides is under continuous review. As a result, they are subject to updates. 

Communicating Updates 

Because our members depend on our guides, we will always provide transparency regarding updates. Often the changes are as minor as fixing a typo or deleting a duplicated word. Other times, the information that changes is more substantive. We will always lead with the most important updates.

In addition to communicating updates here, on the blog, we make members aware of changes through:

  • The fpPathfinder Newsletter.
  • Updates in the Member Section, which you can see in this short video:

 

Six Updates

The following checklists and flowcharts have been updated. If any of them are part of your repertoire, check to confirm they include: Updated 7/23/2021. That’s the simplest way to know that you have the most recent version in your printed materials, on your website, or in your social media posts. 

If you have questions or comments, please send us an email at support@fppathfinder.com. We are here to help every step of the way. 

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
“You are making all of our lives easier...and more importantly, our clients.”
— Jeff, an advisor in California
“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
“With working from home most of 2020, we wanted to still catch some face time with our clients. We used the checklists and flowcharts to conduct webinars covering various topics. In fact, having the charts readily available, we were able to do many of these on a weekly basis, knowing the material was pretty much already established. We had such great feedback that we are continuing the webinars into 2021. We have many that actually look forward to our meeting times, and found being able to have the flowchart or checklist available to work on their own later was an added bonus.”
— An advisor in Texas
“I just utilized one of the Roth flowcharts live on the phone with a client. It worked perfectly!”
— Rick, a financial advisor
“Thanks for having all of these so conveniently put together. We were working on many of these for years, but often could not find the time to keep them updated. This has been a blessing to our firm. ”
— An advisor in Texas
“It’s brilliant to boil complex planning strategies into a one-page flowchart. It totally beats having to read 4 -5 articles to understand each nuance and exception, especially on the tax issues.”
— Meghan, an advisor in Georgia
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