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fpPathfinder

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

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  • 29 Decision-oriented flowcharts
  • One to two new flowcharts added each month
  • Updated as needed to stay current
  • Common decision points retirees must consider
  • Download as PDFs
  • Advisor Facing and Client Friendly
  • Customize the flowcharts to match your brand (Deluxe only)
  • Share online/social (Deluxe only)
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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.
“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.”
— Meghan, an advisor in Georgia
“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.”
— Advisor in Virginia
“I just utilized one of the Roth flowcharts live on the phone with a client. It worked perfectly!”
— Rick, a financial advisor
“The decision tree format has been immensely helpful. The design is very simple and elegant.”
— Deirdre, an advisor in Massachusetts
“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
“We are delighted with the thoroughness of each chart in simplifying the complex questions and helping lead to an answer. These are indeed a helpful asset in our toolbox for work with clients.”
— Victoria L, an advisor in Massachusetts
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Recent Blog Posts

  • Quick Reference Guide With Important Numbers & BONUS Flowchart
  • Introducing Two New Flowcharts: Government Pension Offset & Windfall Elimination Provision
  • Redesigned Back Page Now Available for Deluxe Members
  • Introducing Two New Flowcharts: QBI Deduction Rules & Step-Up In Basis Rules For Inherited Property

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