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.
“It’s one of the best software products I have seen. It’s exactly what I have been looking for and trying to build internally. Well done!!!”
— Kate, an advisor in Florida
“It's hands-down the best collection of client-facing resources I've found anywhere. The checklists are amazing too, to make sure I'm not forgetting anything in a review.”
— An advisor in Kentucky
“I love it! I find it very helpful. It's a great client value add.”
— Phillip, an advisor in North Carolina
“I just utilized one of the Roth flowcharts live on the phone with a client. It worked perfectly!”
— Rick, a financial advisor
“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
“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 met with a client who had a question regarding her eligibility for Social Security benefits. We went through the flowcharts answering each question and following the lines. She looked at me and said 'This is great, it was so much easier to use this than trying to go through all the literature that Social Security offers. Thank you so much.'”
— Ben G, an advisor in Wisconsin
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