fpPathfinder

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

New Checklists: Getting Married Checklist & Parent Passing Away Checklist


Resource Additions, Announcements

We are excited to release two new checklists for our members. The number of checklists has been growing quickly: we now have 8 checklists available to our members and have one sample checklist available to our non-members!

For Essential and Deluxe members, here are the two checklists being released today:

What Issues Should I Consider After Getting Married:  This covers 28 planning issues to identify and questions to ask your client after they get married (or remarried). 

What Issues Should I Consider If My Parent Passed Away: This covers 26 planning issues to identify and questions to ask your client in the event that one of their parents passed away.  This checklist is based on our Spouse Passed Away Checklist, but as you can see, it is framed to consider many of the unique issues a child may have to consider in helping the surviving spouse or administering the estate.

What Customers Are Saying About Us

Hundreds of other advisors are actively using fpPathfinder. Read what those lovely people have to say about us.
“These tools look great. They will really help me share quality content with those I assist and will allow us to reduce errors. Furthermore, these tools really help our teams look professional and solidify us as true planners”
— Shane, an advisor
“The fpPathfinder information is easy to find by topic and has been helpful in prepping for client meetings.”
— An advisor in New York
“Your software and platform are awesome and super helpful to me and my clients”
— Clinton, an Advisor in New York
“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
“The charts are probably as much value to me (as advisor) as they are when given to a specific client. I know and understand the topics covered, but it can be a lot faster to refresh with a quick glance at the chart’s decision tree vs having to read through regulations”
— Larry, an advisor in Oregon
“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
“The flowcharts have helped a lot in recent discussions with the changing markets, providing us with confidence that our clients are getting the best, most accurate information.”
— Matthew, an advisor in Georgia
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