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“ fpPathfinder is great. It's perfect for supplemental content to enhance our marketing efforts.”

“It’s brilliant to boil complex planning strategies into a one-page flowchart. It totally beats having to read 4 -5 articles to understand each nuance and exception, especially on the tax issues.”

“I just utilized one of the Roth flowcharts live on the phone with a client. It worked perfectly!”

“It is very helpful for us when we have a client in and we have an issue at hand. Walking through the checklist helps us big time.”

“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”

“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.”