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

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Help Maximize Your Client’s Financial Plan

January 27, 2022
Guide Bundles

Every once in a while, it’s a good idea to check in with your client to ensure you’re maximizing the financial plan the two of you put in place. To help you accomplish this critical review, we’ve pulled together the checklists and flowcharts into the Maximize Your Financial Plan Bundle. Within the course of a well-structured meeting, you can:

  • Learn whether your client’s goals remain aligned with the financial plan.
  • Readdress the ways your client is saving.
  • Engage in a pay stub review to create recommendations that strengthen the overall financial plan. 
fpPathfinder Members

Click the image below and download the bundle, which has links to the checklists and flowcharts, to your desktop. You’ll be organized when you reach out to your clients and ready for any unexpected inbound inquiry that comes your way. 

Not a member yet, but want to be? 

We can help you with that! You can go straight to Become A Member, review the options, and choose the membership level that moves you closer to your goals. Sometimes a live demonstration is more helpful than reading a screen. If that’s the case, schedule your live demonstration and get all of your questions answered on the spot. 

fpPathfinder Maximizing Your Financial Plan Bundle

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See how our flowcharts and checklists help you navigate complex financial planning questions.
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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 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
“I love fpPathfinder. I use it nearly every day. Clients think it is very clear and easy to understand and it has increased our credibility.”
— An advisor in Utah
“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 just utilized one of the Roth flowcharts live on the phone with a client. It worked perfectly!”
— Rick, a financial advisor
“fpPathfinder is fantastic. I really can't find any flaws.”
— Joshua, an advisor in Pennsylvania
“This is one of my best subscriptions I pay for!”
— Sean, an advisor in California
“I had my own internal set of workflows, but by piggybacking fpPathfinder, I've saved who knows how many hours. It's a great product and I'll be a subscriber for years.”
— An advisor in Texas
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Recent Blog Posts

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  • Home-Specific Bundle: 3 Guides

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