fpPathfinder

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

New Resources: Going Through A Divorce Checklist & Tax Impact Of Selling An Investment Flowchart


Resource Additions, Announcements

We are excited to release both a checklist and a flowchart this month. 

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

What Issues Should I Consider During My Divorce:  This checklist covers 26 planning issues to identify and questions to ask a client who is going through a divorce. 

Will I Have To Pay Tax On The Sale of My Investment: This flowchart covers the issues to consider when calculating the tax impact of selling an investment.  There are several questions to ask a client to ensure that the tax liability on the sale of an investment is calculated correctly.

What do you think of these two new resources?  Send me an email – I’d love to hear your thoughts.

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
“fpPathfinder is a great tool! It mirrors much of what I've developed on my own for tax planning, life events, etc. However, it's been great to double-check my own work in those areas and also to motivate me to deepen my knowledge on other topics”
— Jonathan, an advisor in Colorado
“Overall, I have really enjoyed the service as it makes teaching and educating people much simpler. ”
— Michael, an advisor in California
“ fpPathfinder is great. It's perfect for supplemental content to enhance our marketing efforts.”
— Ray, an advisor in California
“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
“Our team has really liked the charts and were particularly pleased with the traditional IRA vs. 401k for a business and the QBI chart.”
— Scott, an advisor in Oregon
“Love the Redtail integration - it’s been instrumental in my prep for my client reviews. I’m finding my self being over-prepared because of the robust lists which is great.”
— Don, and advisor in California
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