fpPathfinder

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

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Category:
Client Meetings & Client Service Calendar
For Premier Members only For Premier Members only

Important Dates

There are many important dates that advisors need to keep in mind. Different contexts and client circumstances will affect applicable deadlines, making it difficult for advisors to identify which figures should be referenced.

In response to this challenge, we’ve created the “Important Dates” resource. This quick reference guide covers the key dates and milestones that are commonly referred to during the year. It includes:

  • Tax filing deadlines for individuals and businesses
  • Tax payment deadlines for individuals and businesses
  • Tax form issuance deadlines
  • Retirement plan deadlines
  • Common enrollment periods
Related Guides
End Of The Year Planning Issues
Category: Client Meetings & Client Service Calendar
For Premier Members only For Premier Members only
Client Annual Review
Category: Client Meetings & Client Service Calendar
For Premier Members only For Premier Members only
Important Numbers
Category: Tax Planning, Client Meetings & Client Service Calendar
For Premier Members only For Premier Members only
New Client Review
Category: Client Meetings & Client Service Calendar
For Premier Members only For Premier Members only
Important Milestones
Category: Client Meetings & Client Service Calendar
For Premier Members only For Premier Members only
Master List Of Goals
Category: Client Meetings & Client Service Calendar
For Premier Members only For Premier Members only
Start Of The Year Planning Issues
Category: Client Meetings & Client Service Calendar
For Premier Members only For Premier Members only
Topic Bundle: Client Service Calendar
Category: Client Meetings & Client Service Calendar
For Premier Members only For Premier Members only

What Customers Are Saying About Us

Hundreds of other advisors are actively using fpPathfinder. Read what those lovely people have to say about us.
“Our firm had been looking for something like this for so many years. A standardized checklist or flowchart of important issues to consider, and a way to integrate the responses into our system. When we stumbled across your service, I couldn't have signed up any quicker. We now use the checklists to conduct monthly webinars about the all of the important topics”
— An advisor in Texas
“Thank you for creating a robust, yet very practical, planning tool.”
— Andy, an advisor in Florida
“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®️
“The fpPathfinder information is easy to find by topic and has been helpful in prepping for client meetings.”
— An advisor in New York
“Love the Redtail integration - it’s been instrumental in my prep for my client reviews. I’m finding my self being over-prepared because of the robust lists which is great.”
— Don, and advisor in California
“Overall, I have really enjoyed the service as it makes teaching and educating people much simpler. ”
— Michael, an advisor in California
“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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