fpPathfinder

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

Help Maximize Your Client’s Financial Plan


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

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
“You are making all of our lives easier...and more importantly, our clients.”
— Jeff, an advisor in California
“Our firm had been looking for something like this for so many years. A standardized checklist or flowchart of important issues to consider, and a way to integrate the responses into our system. When we stumbled across your service, I couldn't have signed up any quicker. We now use the checklists to conduct monthly webinars about the all of the important topics”
— An advisor in Texas
“In client meetings I'm often sharing a checklist regarding a specific topic, and helping clients understand the planning issues, opportunities, and process all very quickly and efficiently.”
— An advisor in Texas
“fpPathfinder is one of a few tools that I use most often in my practice. It has improved my process and the client outcomes.”
— An advisor is Texas
“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
“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
Become a Member

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