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What's a Planning Topic you address or want to address with your clients every year?
Reviewing Tax Returns
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Reviewing Insurance Coverage
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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

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Interactive Flowcharts: The Functionality Expands + The List Grows

July 7, 2021
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.

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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.
“ fpPathfinder is great. It's perfect for supplemental content to enhance our marketing efforts.”
— Ray, 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
“I love the flowcharts and have found them very helpful in guiding clients on complicated planning issues. The charts are easy to follow and help navigate through difficult decisions based on clients' unique circumstances.”
— Jason, an advisor in Illinois
“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
“I think it’s the bees knees! I think it provides me and my clients the most value of any of the services we use at my firm. Everything is well-designed and the amount of material you guys pack into a page without it being overwhelming is AMAZING!”
— An advisor in Kentucky
“What you guys have created is pretty badass! I’ve used your material for both client meetings and prospective clients.”
— An advisor in California
“I just utilized one of the Roth flowcharts live on the phone with a client. It worked perfectly!”
— Rick, a financial advisor
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Recent Blog Posts

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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.

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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.

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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.

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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