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.
“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
“I love these checklists and flowcharts! They are very useful and helpful in making sure I am covering all (or at least most) points regarding a specific topic.”
— Michael, an advisor in Pennsylvania
“I love your resources, you guys & gals have helped us take our practice to the next level!”
— Trevor, an advisor in California
“I love it! I find it very helpful. It's a great client value add.”
— Phillip, an advisor in North Carolina
“I had my own internal set of workflows, but by piggybacking fpPathfinder, I've saved who knows how many hours. It's a great product and I'll be a subscriber for years.”
— An advisor in Texas
“It's hands-down the best collection of client-facing resources I've found anywhere. The checklists are amazing too, to make sure I'm not forgetting anything in a review.”
— An advisor in Kentucky
“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
Become a Member

Recent Blog Posts

Sign Up to Receive Updates

Join our mailing list to be updated as we release new flowcharts and checklists that might be of interest.
  • This field is for validation purposes and should be left unchanged.