Member Orientation

Answer a few questions and we will make recommendations to help you get started with fpPathfinder!

Based on your answers, here are a few resources and guides to help you get started with fpPathfinder!

Please select at least one item.
Get Started
A client’s initial experience in working with you is very important.  It sets the stage for what the client should expect in the future.  One way to enhance the initial experience is to ask the…
View Resource
This checklist covers 40 of the most important planning issues to identify and consider during a client annual review meeting. It’s structured as follows: Cash Flow Issues Asset & Debt Issues Insurance Planning Issues Tax…
View Resource
This checklist covers 32 of the most important planning issues to identify and consider for a client who is about to retire.  It’s structured as follows: Cash Flow Issues Health Insurance Issues Asset & Debt…
View Resource
Whether you are advising novice or experienced investors, it is critical to review their investment portfolios as part of the financial planning process. Particularly during times of uncertainty and volatility, a portfolio review can help…
View Resource
When interest rates decline, mortgage refinancing becomes a particularly popular topic. However, there are several other good reasons for clients to consider refinancing, including an increase in their credit score or home value, or the…
View Resource
There are lots of important numbers that advisors need to keep in mind. In some cases, those numbers are annual limits that change each year. Other times, the figures do not often change, but are…
View Resource
Goal setting is fundamental to sound financial planning. Whether you’re meeting with new or long-term clients, it is essential to identify and prioritize their objectives before making recommendations. Often, clients may have difficulty expressing and…
View Resource
The end of the year provides a number of planning opportunities and issues for financial advisors to discuss with their clients. Year-end topics can include tax planning, investment and retirement accounts, charitable giving, cash flow…
View Resource
A client’s initial experience in working with you is very important.  It sets the stage for what the client should expect in the future.  One way to enhance the initial experience is to ask the…
View Resource
Although increasingly rare, employer pensions can make up a considerable portion of your clients’ expected retirement benefits. Whether they are nearing retirement or are already receiving ongoing pension payments, clients may have the option to…
View Resource