fpPathfinder

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

College Resources: College Funding Checklist & 529 Plan Distribution Rules Flowchart


New Checklist Additions, New Flowchart Additions

We are excited to release both a checklist and a flowchart this month.  This month, we have a theme! Both resources are related to paying for college. 

For Essential and Deluxe members, here are the two resources being released today:

What Issues Should I Consider To Fund My Child’s College Education?: This checklist covers 21 planning issues to identify and questions to ask a client who is thinking about how to fund college for a child.

Is The Distribution From My 529 Plan Taxable?: This flowchart covers the issues related to 529 plan distributions.  There are several questions to ask a client to ensure there won’t be any unexpected tax surprises for the client.

What do you think of these two new resources?  Send me an email – I’d love to hear your thoughts.

What Customers Are Saying About Us

Hundreds of other advisors are actively using fpPathfinder. Read what those lovely people have to say about us.
“The decision tree format has been immensely helpful. The design is very simple and elegant.”
— Deirdre, an advisor in Massachusetts
“fpPathfinder is fantastic. I really can't find any flaws.”
— Joshua, an advisor in Pennsylvania
“The flowcharts have helped a lot in recent discussions with the changing markets, providing us with confidence that our clients are getting the best, most accurate information.”
— Matthew, an advisor in Georgia
“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
“This has been super helpful and I am getting rave reviews in using these flowcharts and checklists”
— Christoper, an advisor in Illinois
“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
Become a Member

Recent Blog Posts

Sign Up to Receive Updates

Join our mailing list to be updated as we release new flowcharts and checklists that might be of interest.