fpPathfinder

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

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What can we help you find today?
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Complimentary Guides
Complimentary Guides:
Deductible IRA Contribution Rules
Category: IRAs & Retirement Plans
Death Of Spouse Issues
Category: Important Life Events & Decisions
Important Milestones
Category: Client Meetings & Client Service Calendar
Harvesting Capital Losses Issues
Category: Tax Planning, Non-Retirement Accounts & Assets
Required Minimum Distribution (RMD) Issues
Category: Client Meetings & Client Service Calendar, Retirement/Decumulation
Featured
AGI/MAGI Summary Guide
Category: Tax Planning
Employer Benefits Review
Category: Client Meetings & Client Service Calendar, Working/Accumulation
The OBBBA Important Issues
Category: Tax Planning, New Laws
The OBBBA Comparison Guide
Category: Tax Planning, New Laws
Non-Qualified Portfolio Tax Issues
Category: Tax Planning, Client Meetings & Client Service Calendar, Non-Retirement Accounts & Assets
End Of The Year Planning Issues
Category: Client Meetings & Client Service Calendar

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
“My clients and COIs love these. I’ve shown the medicare IRMAA flowchart to a Medicare consultant I work with and she loved it”
— Steve, an advisor in Ohio
“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 resources available are beneficial internally and for clients. The checklists help advisors think outside the box of their knowledge and experience covering a multitude of planning areas. The flowcharts are well laid out visuals for the clients with possible scenarios identified and clear paths to take. fpPathfinders does a nice job updating the resources regularly and communicating to their customer base as well.”
— An advisor in Minnesota
“I just utilized one of the Roth flowcharts live on the phone with a client. It worked perfectly!”
— Rick, a financial advisor
“I find fpPathfinder to be very helpful. I use the checklists and flowcharts to help prep for every meeting.”
— Ryan, an advisor in New York
“fpPathfinder has been critical in my execution of financial planning. They provide well thought resources for when clients face specific problems, and I use them over and over again.”
— Roger Whitney, CFP®️, CIMA®️, CPWA®️
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