fpPathfinder

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

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


Resource Additions, Announcements

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.
“We are delighted with the thoroughness of each chart in simplifying the complex questions and helping lead to an answer. These are indeed a helpful asset in our toolbox for work with clients.”
— Victoria L, an advisor in Massachusetts
“Overall, I have really enjoyed the service as it makes teaching and educating people much simpler. ”
— Michael, 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
“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
“With all the aspects of running a business, working with varying client scenarios, and knowing how much information is available, I like being able to look at a flowchart and just see what I need to see.”
— Mike, a financial advisor
“One client just said 'Wow, thank you for this. I would have screwed up my retirement if not for this.'”
— David, an advisor in NY
“I adore your product. It’s so helpful to my clients and myself. I really like that I could change all the colors to match my logo. It looks fantastic.”
— An advisor in Washington
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.
  • This field is for validation purposes and should be left unchanged.