fpPathfinder

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

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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
Social Security Fairness Act Rules
Category: Retirement/Decumulation
Taxation Guide To Withdrawals And Income Sources
Category: Tax Planning
Tax Return Review (Retired)
Category: Tax Planning, Client Meetings & Client Service Calendar
Tax Return Review (Still Working)
Category: Tax Planning, Client Meetings & Client Service Calendar
Recession & Market Correction Issues
Category: Investment Review & Market Events
Emergency Fund Issues
Category: Cash Flow, Budgeting, And Debts, 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.
“I love the new "share a link" feature. This has made it much easier to send flowcharts and checklists to our clients. Thanks for the add!”
— An advisor in Texas
“Having been trained in a CPA firm, checklists were how everything was done, I was amazed to learn how little checklists were utilized in FP [Financial Planning]. I had created my own but FP Pathfinder has outdone me in creating current issue lists and updates. This is a must for any advisor. ”
— Advisor from California
“fpPathfinder is one of a few tools that I use most often in my practice. It has improved my process and the client outcomes.”
— An advisor is Texas
“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
“I just utilized one of the Roth flowcharts live on the phone with a client. It worked perfectly!”
— Rick, a financial advisor
“You just continue to put out great content on fpPathfinder. The 'What Issues Should I Consider Before The End Of The Year' checklist is fantastic.”
— Chris, an advisor in Illinois
“The white-label feature in Deluxe is really fantastic. It is really powerful to talk through the decision tree with a client with our logo & color options on the chart, frankly, because it makes us look smarter!”
— Bill, an advisor in New York
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