fpPathfinder

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

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Complimentary Guides
Complimentary Guides:
Flowchart
Deductible IRA Contribution Rules
Category: IRAs & Retirement Plans
For Premier Members only For Premier Members only
Checklist
Death Of Spouse Issues
Category: Important Life Events & Decisions
For Premier Members only For Premier Members only
Checklist
Important Milestones
Category: Client Meetings & Client Service Calendar
For Premier Members only For Premier Members only
Checklist
Harvesting Capital Losses Issues
Category: Tax Planning, Non-Retirement Accounts & Assets
For Premier Members only For Premier Members only
Checklist
Required Minimum Distribution (RMD) Issues
Category: Client Meetings & Client Service Calendar, Retirement/Decumulation
For Premier Members only For Premier Members only
Featured
Checklist
Common Savings Accounts For Children
Category: Important Life Events & Decisions
For Premier Members only For Premier Members only
Checklist
Investments Review
Category: Client Meetings & Client Service Calendar, Investment Review & Market Events
For Premier Members only For Premier Members only
Checklist
High Inflation Issues
Category: Investment Review & Market Events
For Premier Members only For Premier Members only
Checklist
Emergency Fund Issues
Category: Cash Flow, Budgeting, And Debts, Client Meetings & Client Service Calendar
For Premier Members only For Premier Members only
Checklist
Updating An Estate Plan
Category: Estate Planning & Charitable Giving, Client Meetings & Client Service Calendar
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.
“fpPathfinder has been critical in my execution of financial planning. They provide well thought resources for when clients face specific problems, and I use them over and over again.”
— Roger Whitney, CFP®️, CIMA®️, CPWA®️
“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 find the flowcharts and checklists helpful for content and for presenting topics to clients. It is a streamlined approach to presenting information and while complex, it also demonstrates the value the advisor brings to the client in helping them navigate these complex situations.”
— An Advisor from California
“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
“This is probably the best money I have ever spent. I love fpPathfinder!”
— Phillip, an advisor in North Carolina
“I love your resources, you guys & gals have helped us take our practice to the next level!”
— Trevor, an advisor in California
“The white-label feature in Deluxe is really fantastic. It is really powerful to talk through the decision tree with a client with our logo & color options on the chart, frankly, because it makes us look smarter!”
— Bill, an advisor in New York
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