fpPathfinder

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

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Client Meetings & Client Service Calendar
Client Meetings Client Service Calendar (Jan + Feb) Client Service Calendar (Mar + Apr) Client Service Calendar (May + Jun) Client Service Calendar (Jul + Aug) Client Service Calendar (Sep + Oct) Client Service Calendar (Nov + Dec)
IRAs & Retirement Plans
Traditional & Roth IRA Contributions Traditional & Roth IRA Distributions Inherited Traditional & Roth IRAs Roth Conversions Pensions 401(k) Plans SEP & SIMPLE IRAs
Non-Retirement Accounts & Assets
Brokerage Accounts Annuities 529 Accounts HSAs Rental Real Estate
Investment Review & Market Events
Investment Review Market Events
Working/Accumulation
Careers & Employment Business Owners & Self-Employment
Retirement/Decumulation
Preparing for Retirement Social Security Medicare RMDs
Tax Planning
Important Tax Concepts & Numbers Roth Conversions Capital Gains And Losses, Dividends, And Asset Sales Tax Returns Tax Payments & Pay Stub Review Basis Issues Stock Options, RSUs, And ESPP 1031 & 1035 Exchanges NUA QBI
Insurance Planning
Annuities Life Insurance Long-Term Care Insurance Health Insurance & Medicare Disability Insurance Property & Casualty Insurance
Estate Planning & Charitable Giving
Creating An Estate Plan Reviewing An Estate Plan Closing An Estate Creating A Charitable Giving Plan Charitable Giving Strategies
Cash Flow, Budgeting, And Debts
Cash Flow & Budgeting Debts & Mortgages
Important Life Events & Decisions
Buying & Selling A Home Buying A Vehicle Moving Marriage & Divorce Children Aging, Death, And Illness
College Planning & Student Loans
529 Accounts College Planning & Student Loans
New Laws
Secure Act 2.0 OBBBA
Other
Other
Seasonal
Seasonal
Client To-Do Lists - NEW!
Client To-Do Lists
Visual Explainers - NEW!
Visual Explainers
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Full List Of Guides
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Client To-Do Lists

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Client To-Do Lists - NEW!
Client To-Do List
Loss Of A Loved One
Category: Important Life Events & Decisions, Client To-Do Lists - NEW!
For Premier Members only For Premier Members only
Client To-Do List
Identity Theft Recovery
Category: Client To-Do Lists - NEW!, Other
For Premier Members only For Premier Members only
Client To-Do List
Filing For Social Security
Category: Retirement/Decumulation, Client To-Do Lists - NEW!
For Premier Members only For Premier Members only
Client To-Do List
Enrolling In Medicare
Category: Client To-Do Lists - NEW!
For Premier Members only For Premier Members only
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Client To-Do Lists
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Client To-Do Lists - NEW!

What Customers Are Saying About Us

Hundreds of other advisors are actively using fpPathfinder. Read what those lovely people have to say about us.
“The fpPathfinder information is easy to find by topic and has been helpful in prepping for client meetings.”
— An advisor in New York
“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.”
— William, an advisor In Massachusetts
“I really love the flowcharts and they are helping me explain difficult decision points/rules to my client base. In fact, I plan to upgrade so I can use some of the material on my website with my own branding.”
— An advisor in Texas
“I really love the concept of fpPathfinder because I spend so much time reinventing the wheel when communicating planning concepts to clients. Moreover, the flowchart format can be used time and time again to produce consistent results.”
— Kevin P, an advisor in Illinois
“Thanks for having all of these so conveniently put together. We were working on many of these for years, but often could not find the time to keep them updated. This has been a blessing to our firm. ”
— An advisor in Texas
“I love the flowcharts and have found them very helpful in guiding clients on complicated planning issues. The charts are easy to follow and help navigate through difficult decisions based on clients' unique circumstances.”
— Jason, an advisor in Illinois
“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
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