1
Overview
2
Welcome Video
3
Questionaires
4
Guided Tour
Package

Congrats!

Congratulations on taking the first step in having more diligent client conversations. We recommend that you complete this onboarding tutorial before you jump into the Member Section.

If you have any questions, please feel free to email us at support@fppathfinder.com.

Welcome Aboard!

Account Set-up

Step of

Get your settings configured before exploring our database.

You Need to add some questions for your environment
Go here when logged in as an admin
What's a Planning Topic you address or want to address with your clients every year?
Reviewing Tax Returns
Beneficiary Review
Reviewing Insurance Coverage
Planning For Strategic Charitable Giving
Which of these describes a current client situation?
I have a new client and I want to show them how much we cover
An existing client needs an annual review
I have a client that is retiring
A client needs their investments reviewed
Which of these most popular resources would you like to view?
Important Numbers (like tax rates)
Master List Of Goals
What Issues Should I Consider Before The End Of The Year?
Estate Planning

Congrats!

Let’s get started with a brief tour of the Member Section.

Questions? Email us at support@fppathfinder.com

« Go Back
Skip Step
  • Prices
  • Member Section
  • Support
  • About Us
  • Blog
  • Log In
  • Become a Member

fpPathfinder

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

  • Prices
  • Member Section
  • Support
  • About Us
  • Blog
  • Log In
  • Become a Member

Guide Updates: How Do We Do It?

November 3, 2022
Company Announcements, Updated Resources

Members frequently ask, “How does fpPathfinder update checklists, flowcharts, and summary guides?” The following explains how we approach guide updates.

The Team

Let’s start with the most important part of the guide update equation: The team. Without a doubt, there’s no substitute for having CFP®-credentialed advisors annually review and audit the checklists, flowcharts, and summary guides to ensure accuracy. When the fpPathfinder team updates guides, members receive a notification of the change. What’s more, the team will mark the guides as updated in the member section. 

The Updates

The following are the notable changes that will kick off review and updates: 

  1. Legislation or regulations are proposed but not finalized: We may make a note on the guide description page to alert fpPathfinders members that a guide may be affected by proposed laws and regulations. In this scenario, the team will refrain from materially updating the guides until proposals are finalized. In certain cases, the team may create a guide purely on the proposed regulations if the change is expected to ignite a lot of planning questions. 
  2. Legislation signed into law: When there is new legislation, the team will take one of the following steps:
    • Make a note on the guide description page that the new regulations or laws may affect the guide.
    • If the new legislation is significant, the team may prepare a guide that addresses any new planning issues that relate to the legislation.
    • Generally, however, because most legislation that passes does not become law immediately, the team will wait until Q1 to incorporate new legislation. This helps mitigate any last-minute changes before the team begins the process. 
  3. Annual limits: As the various annual limits are published, the team identifies the checklists, flowcharts, and summary guides they affect and queues them for updates before the end of the year.  
The Timeline

It takes time, clarity, and organization to update and maintain the guides. The following offers insight into the process the fpPathfinder team follows:

  1. During Q1 of each year, the team focuses on reviewing the guides to incorporate any new laws or legislation that went into effect in the new year.
  2. During Q2 and Q3, the team reviews the existing guides to ensure they are accurate and have incorporated member feedback. While our audit process occurs throughout the year looking for critical errors, this is when we may address non-urgent issues (such as enhanced clarity or additional planning points).
  3. During Q4, the team reviews all guides and updates the annual limited as needed. The Important Numbers guide is the first guide to be updated as soon as the annual limits are published. The team then updates the remaining guides by the end of the year.
Our Purpose

All of us at fpPathfinder are here to facilitate more diligent communication between you and your clients about financial planning topics. To support you, our team creates checklists, flowcharts, and summary guides so you can navigate client communications with confidence. The process our team follows speaks to the purposeful craftsmanship with which we approach every guide. 

If you are an fpPathfinder member, you already understand how important the updates are. It’s wonderful to have what you need at your fingertips. You’ll never wonder if you’re looking at the most current, relevant information, and you can proceed with confidence.

Not yet an fpPathfinder member? We can help you with that. You can visit the Become A Member page to explore Premier, Deluxe, and Essentials membership and select the one that moves you closer to your goals. If you’d like a more personalized experience, register for a live demo with the fpPathfinder team. Bring your questions and we’ll be happy to answer them on the spot. 

Schedule A Live fpPathfinder Demonstration

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.

Categories

  • Service Guides – Linked
    • Guide Bundles
    • Timely Conversations
    • Age-Related Planning
    • Money In Motion
    • Top 10 Most Popular Resources
    • Client Service Calendar
  • How Advisors Use The Checklists and Flowcharts
    • Best Practices
    • Getting Started
    • Marketing
    • Planning Management
  • Announcements
    • Company Announcements
    • Resource Additions
    • Feature Annoucements
    • Updated Resources
  • In The Press
  • Uncategorized

Become a Member

See how our flowcharts and checklists help you navigate complex financial planning questions.
Become a Member

What Customers Are Saying About Us

Hundreds of other advisors are actively using fpPathfinder. Read what those lovely people have to say about us.
“I think fpPathfinder is the best tool I’ve ever seen in the financial planning realm. I spend an unbelievable amount of time researching some of these issues that have been boiled down to one page: consulting with other experts, citing specific sources as a backup, reviewing my work, and coming to a final conclusion.”
— Jeff S, an advisor in Missouri
“This is probably the best money I have ever spent. I love fpPathfinder!”
— Phillip, an advisor in North Carolina
“This is one of my best subscriptions I pay for!”
— Sean, an advisor in 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
“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
“I love the new "share a link" feature. This has made it much easier to send flowcharts and checklists to our clients. Thanks for the add!”
— An advisor in Texas
“The fpPathfinder information is easy to find by topic and has been helpful in prepping for client meetings.”
— An advisor in New York
Become a Member
  • Become a Member
  • Member Section
  • Blog
  • TOS & Privacy Policy
  • Suggest a Flowchart or Checklist
  • Careers: We’re Hiring

Recent Blog Posts

  • 3 Ways To Use The New Client Engagement Builder
  • How To Shave Time Off Your Workflows With Fintech
  • Improving Estate Planning Conversations
  • SECURE Act 2.0 Guide Updates

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.

Have a question, idea, comment, or see an error? We want to know! Email us at support@fppathfinder.com!

Copyright © 2023 fpPathfinder, All rights reserved.

Easily and quickly provide guidance to your clients. Then properly document your conversation or meeting.

Upgrade to Premier to use an interactive checklist and integrate with Redtail, Wealthbox, Salesforce Financial Cloud Services, and XLR8.

Learn More

Feature your expertise by putting flowcharts and checklists with your brand in front of your clients and prospects.

Upgrade to Deluxe or Premier to white label the resources.

Learn More

Save time by downloading all the checklists and flowcharts with one click.

Upgrade to Deluxe or Premier to download all the resources with one click.

Learn More

Deliverable Reports

Upgrade to Premier Membership and gain access to the Beneficiary Report. You’ll also unlock the capability to scale your client communications with the CSV upload that generates client-specific PDFs.

Join as a Premier Member