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


New Checklist Additions, New Flowchart Additions

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.
“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 adore your product. It’s so helpful to my clients and myself. I really like that I could change all the colors to match my logo. It looks fantastic.”
— An advisor in Washington
“It’s one of the best software products I have seen. It’s exactly what I have been looking for and trying to build internally. Well done!!!”
— Kate, an advisor in Florida
“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
“You just continue to put out great content on fpPathfinder. The 'What Issues Should I Consider Before The End Of The Year' checklist is fantastic.”
— Chris, an advisor in Illinois
“I think fpPathfinder is the best tool I’ve ever seen in the financial planning realm. I spend an unbelievable amount of time researching some of these issues that have been boiled down to one page: consulting with other experts, citing specific sources as a backup, reviewing my work, and coming to a final conclusion.”
— Jeff S, an advisor in Missouri
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