fpPathfinder

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

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Visual Explainers

Category:
Visual Explainers - NEW!
Visual Explainer
Roth Vs. Traditional [Visual Explainer]
Category: IRAs & Retirement Plans, Visual Explainers - NEW!
For Premier Members only For Premier Members only
Visual Explainer
Estate Plan [Visual Explainer]
Category: Estate Planning & Charitable Giving, Visual Explainers - NEW!
For Premier Members only For Premier Members only
Visual Explainer
Social Security Benefits [Visual Explainer]
Category: Retirement/Decumulation, Visual Explainers - NEW!
For Premier Members only For Premier Members only
Related Topics
Visual Explainers
Category:
Visual Explainers - 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.
“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
“You are making all of our lives easier...and more importantly, our clients.”
— Jeff, an advisor in 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
“With all the aspects of running a business, working with varying client scenarios, and knowing how much information is available, I like being able to look at a flowchart and just see what I need to see.”
— Mike, a financial advisor
“I love it! I find it very helpful. It's a great client value add.”
— Phillip, an advisor in North Carolina
“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
“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
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