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.
“I love your resources, you guys & gals have helped us take our practice to the next level!”
— Trevor, an advisor in California
“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
“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
“In client meetings I'm often sharing a checklist regarding a specific topic, and helping clients understand the planning issues, opportunities, and process all very quickly and efficiently.”
— An advisor in Texas
“fpPathfinder has been critical in my execution of financial planning. They provide well thought resources for when clients face specific problems, and I use them over and over again.”
— Roger Whitney, CFP®️, CIMA®️, CPWA®️
“The fpPathfinder information is easy to find by topic and has been helpful in prepping for client meetings.”
— An advisor in New York
“I just utilized one of the Roth flowcharts live on the phone with a client. It worked perfectly!”
— Rick, a financial advisor
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