fpPathfinder

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

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Complimentary Guides
Complimentary Guides:
Deductible IRA Contribution Rules
Category: IRAs & Retirement Plans
For Premier Members only For Premier Members only
Death Of Spouse Issues
Category: Important Life Events & Decisions
For Premier Members only For Premier Members only
Important Milestones
Category: Client Meetings & Client Service Calendar
For Premier Members only For Premier Members only
Harvesting Capital Losses Issues
Category: Tax Planning, Non-Retirement Accounts & Assets
For Premier Members only For Premier Members only
Required Minimum Distribution (RMD) Issues
Category: Client Meetings & Client Service Calendar, Retirement/Decumulation
For Premier Members only For Premier Members only
Featured
RMD Tables Summary Guide
Category: Retirement/Decumulation
For Premier Members only For Premier Members only
Savings Allocation Decisions
Category: Cash Flow, Budgeting, And Debts, Client Meetings & Client Service Calendar
For Premier Members only For Premier Members only
Account Savings And Contributions Review
Category: Cash Flow, Budgeting, And Debts
For Premier Members only For Premier Members only
Longevity Risk & Outliving Assets
Category: Retirement/Decumulation
For Premier Members only For Premier Members only
Common Trusts Summary Guide
Category: Estate Planning & Charitable Giving
For Premier Members only For Premier Members only

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 fpPathfinder. I use it nearly every day. Clients think it is very clear and easy to understand and it has increased our credibility.”
— An advisor in Utah
“I think it’s the bees knees! I think it provides me and my clients the most value of any of the services we use at my firm. Everything is well-designed and the amount of material you guys pack into a page without it being overwhelming is AMAZING!”
— An advisor in Kentucky
“I just utilized one of the Roth flowcharts live on the phone with a client. It worked perfectly!”
— Rick, a financial advisor
“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
“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 had my own internal set of workflows, but by piggybacking fpPathfinder, I've saved who knows how many hours. It's a great product and I'll be a subscriber for years.”
— An advisor in Texas
“The flowcharts give me a lot of confidence. Candidly, I sometimes worry that I might miss something when planning for my clients. The flowcharts give me confidence that I won't.”
— An advisor in Virginia
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