fpPathfinder

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

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Life Event

Category:
General
What Issues Should I Consider When Having (Or Adopting) A Child?
Category: General
What Issues Should I Consider For My Aging Parents?
Category: General
What Issues Should I Consider When Buying A Home?
Category: General, Assets and Investment Planning
What Issues Should I Consider If I Lose My Job?
Category: General, Working / Accumulation Phase
What Issues Should I Consider During My Divorce?
Category: General
What Issues Should I Consider When Getting Married?
Category: General
What Issues Should I Consider Before I Retire?
Category: General, Retirement / Decumulation
What Issues Should I Consider If My Spouse Passed Away?
Category: General, Estate Planning
What Issues Should I Consider If My Spouse Has Been Diagnosed With A Terminal Illness?
Category: General, Insurance Planning
What Issues Should I Consider If I Get A Promotion Or Raise At Work?
Category: General, Working / Accumulation Phase
What Issues Should I Consider When Starting A New Job?
Category: General, Working / Accumulation Phase
What Issues Should I Consider If I Experience A Sudden Wealth Event?
Category: General, Working / Accumulation Phase, Estate Planning
What Issues Should I Consider When Starting Out Financially?
Category: General
What Issues Should I Consider When Moving Out Of State?
Category: General, Assets and Investment Planning
What Issues Do I Need To Consider As My Child Becomes Independent?
Category: General
Related Topics
Cashflow
Category:
General
Important Dates & Numbers
Category:
General
Recurring
Category:
General
New Client
Category:
General
Life Event
Category:
General
Family-Related
Category:
General
Service Calendar
Category:
General
Debts
Category:
General
Caring Loved Ones
Category:
General
Divorce Planning
Category:
General
College Planning / Funding
Category:
General
Deliverable
Category:
General
Age-Related Planning 60s
Category:
General
Age-Related Planning 70s
Category:
General

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 decision tree format has been immensely helpful. The design is very simple and elegant.”
— Deirdre, an advisor in Massachusetts
“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
“I think it’s the bees knees! I think it provides me and my clients the most value of any of the services we use at my firm. Everything is well-designed and the amount of material you guys pack into a page without it being overwhelming is AMAZING!”
— An advisor in Kentucky
“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
“I can’t tell you how much I appreciate the Flow Charts you are providing. Helps me feel a little less crazy as an advisor.”
— Tami C, an advisor in Colorado
“You are making all of our lives easier...and more importantly, our clients.”
— Jeff, an advisor in California
“I can't say how much I love the product. It is just great. I recommend it to all my colleagues.”
— Robert, an Advisor in Colorado
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