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fpPathfinder

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

Interactive Flowcharts: The Functionality Expands + The List Grows


Announcements, Feature Annoucements

As part of our continuing interactive flowchart beta test, Premier Members have access to notetaking functionality. Additionally, they have a new interactive flowchart to add to their repertoire.

Add Notes Directly To The Interactive Flowchart

The interactive flowchart beta test launched in February, and our members have provided a lot of great feedback. The most common request has been to add notes directly into the flowchart.

We took the request to our developers, and they brought the concept to life for the group of flowcharts in the beta test. Here’s how it works:

  • Document your client’s “yes” or “no” answers to each question.
  • Add additional notes as you see fit, just like you would have done on the hard copy!
  • When you’re done, click review to see the details and the additional comments you added.
  • You can then:
    • Print the complete and accurate record of your conversation and add it to a physical file.
    • Copy the text and paste it into the client record of your CRM.
    • Document your conversation to the client record with just one click if you have Wealthbox, Redtail, or XLR8 for Salesforce CRM integrations.

Anyone – whether you’re a member or not – can give interactive flowcharts a spin. Start by visiting the “Can I Make A Deductible IRA Contribution?” flowchart. Next, open the interactive version, try it out, and consider the benefits of using it in your practice.

A New Interactive Flowchart

As an added bonus, the “What Will Have The Least Tax Impact: Harvesting Capital Gains or Roth Conversions?” flowchart is now interactive. When you launch the interactive flowchart, you’ll be able to record your client’s responses and document the guidance that fits your client’s circumstances.

The following flowcharts are also interactive:

• Can I Make A Deductible IRA Contribution? (Open access! Give it a try.)
• Can I Make A Backdoor Roth IRA Contribution?
• Should I Consider Refinancing My Mortgage?
• Will I Receive A Step-Up In Basis For This Inherited Property?
• Will The Distribution From My HSA Be Tax & Penalty Free?

Interactive flowcharts are a benefit of Premier Membership. If you’d like to become a member or upgrade your membership, click here to make the most of every opportunity fpPathfinder delivers.

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
“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
“Our team has really liked the charts and were particularly pleased with the traditional IRA vs. 401k for a business and the QBI chart.”
— Scott, an advisor in Oregon
“The charts are probably as much value to me (as advisor) as they are when given to a specific client. I know and understand the topics covered, but it can be a lot faster to refresh with a quick glance at the chart’s decision tree vs having to read through regulations”
— Larry, an advisor in Oregon
“With all the aspects of running a business, working with varying client scenarios, and knowing how much information is available, I like being able to look at a flowchart and just see what I need to see.”
— Mike, a financial advisor
“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
“With working from home most of 2020, we wanted to still catch some face time with our clients. We used the checklists and flowcharts to conduct webinars covering various topics. In fact, having the charts readily available, we were able to do many of these on a weekly basis, knowing the material was pretty much already established. We had such great feedback that we are continuing the webinars into 2021. We have many that actually look forward to our meeting times, and found being able to have the flowchart or checklist available to work on their own later was an added bonus.”
— An advisor in Texas
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