1
Overview
2
Welcome Video
3
Questionaires
4
Guided Tour
Package

Congrats!

Congratulations on taking the first step in having more diligent client conversations. We recommend that you complete this onboarding tutorial before you jump into the Member Section.

If you have any questions, please feel free to email us at support@fppathfinder.com.

Welcome Aboard!

Account Set-up

Step of

Get your settings configured before exploring our database.

Tailor Your Experience

Tell us what you are looking for so we can help enhance your experience as a member
You Need to add some questions for your environment
Go here when logged in as an admin
What is a Planning Topic you address or want to address with your clients every year?
Reviewing Tax Returns
Beneficiary Review
Planning For Strategic Charitable Giving
Which of these describes a current client situation?
I have a new client and I want to show them how much we cover
An existing client needs an annual review
I have a client that is retiring
A client needs their investments reviewed
Which of these most popular resources would you like to view?
Important Numbers (like tax rates)
Master List Of Goals
What Issues Should I Consider Before The End Of The Year?
Estate Planning
Tell Us about your Tech Stack. Check All That Apply.
Financial Planning Tools
Holistiplan
Asset Map
MoneyGuide Pro
Right Capital
Moneytree
Income Lab
eMoney
Nitrogen
IncomeConductor
EncorEstate Plans
Trust & Will
Marketing Tools
Snappy Kraken
FMG Suite
Broadridge
CRM
Wealthbox
Redtail/Orion
Salesforce
XLR8
Practifi
EBIX
Microsoft
Advyzon
Scheduling Tools
Calendly
ScheduleOnce
Acuity
What specific benefits or advantages are you seeking to obtain by becoming a member of fpPathfinder?

Congrats!

Let’s get started with a brief tour of the Member Section.

Questions? Email us at support@fppathfinder.com

« Go Back
Skip Step
  • Pricing
    • Individual Memberships
    • Group Memberships
  • Webinars
  • Support Hub
    • Support Articles
    • Partnerships
    • About Us
    • Blog
    • Contact Us
  • Member Section

fpPathfinder

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

  • Pricing
    • Individual Memberships
    • Group Memberships
  • Webinars
  • Support Hub
    • Support Articles
    • Partnerships
    • About Us
    • Blog
    • Contact Us
  • Member Section
  • Become a Member
    Log In Suggest A Guide

New Resources: Student Loans

July 7, 2020
Resource Additions, Feature Annoucements, Announcements

Two New Resources Are Available:

We’re excited to announce two new resources this month centered around Student Loans.  This topic is one of the most requested topics right now. That’s not surprising since student loans have become very complicated and are filled with interesting planning angles to discuss with clients.  In addition, we have also made two important improvements to fpPathfinder.  Details are below:

New Checklist: What Issues Should I Consider When Paying Off My Student Loans?

With more than 44 million borrowers in the U.S. holding more than $1.6 trillion in student loan debt, you are very likely to have clients managing federal or private student loans. There are many factors to consider when choosing a repayment plan or deciding to refinance or consolidate. Each client’s unique circumstances will determine what strategies are available and favorable to them. This checklist helps to ensure that the majority of the planning opportunities are discussed with your clients.

New Flowchart: Am I Eligible For An IDR Plan For My Federal Student Loans?

Income-Driven Repayment (“IDR”) Plans can be an attractive option for federal student loan borrowers. These plans can make monthly payments more manageable, and offer forgiveness after a term of years. Eligibility depends upon a variety of factors, and must be determined on a case-by-case basis.  This flowchart helps to guide you and your client through the available options.

If you are a member, review these new resources in our membership and:

  • Proactively reach out to current clients for planning opportunities
  • Proactively reach out to prospective clients as a touchpoint
  • Deluxe members create your own custom branded resources and share on your blog and newsletter
  • Deluxe members incorporate your custom branded resources into your marketing (learn more here)
  • Premier members can complete interactive versions of the checklists and integrate with Redtail (learn more here)

If you are not a member, you can view a sample checklist or sample flowchart and get a membership here. Then, take the steps listed above for our current members! 

See our Summary Resources Guide, which shows all the resources. 

Website Improvements:

This month, we’re excited to roll out two important (and needed) improvements to the site:

  • Better searching in the member section.  We’ve enhanced the search function to make it easier to find the resources you’re looking for.  Now that there are 70+ resources on the site, the need to search for a resource is more important than ever.
  • Better One-click Downloads.  For Deluxe and Premier members, you can download all of the resources with one click.  However, we had noticed several glitches occurring for our members that prevented them from using the feature (without needing to reach out for assistance).  Well, it has been addressed!  We’ve even added a little progress bar so you can see how much more time it will take.  

As always, we welcome feedback from advisors who are having these conversations with their clients. How can we improve these resources? We want to hear from you. And if you have an idea for a resource, let us know.



To diligent planning,



The fpPathfinder Team

 

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.

Categories

  • Service Guides – Linked
    • Guide Bundles
    • Timely Conversations
    • Age-Related Planning
    • Money In Motion
    • Top 10 Most Popular Resources
    • Client Service Calendar
  • How Advisors Use The Checklists and Flowcharts
    • Best Practices
    • Getting Started
    • Marketing
    • Planning Management
  • Announcements
    • Company Announcements
    • Resource Additions
    • Feature Annoucements
    • Updated Resources
  • In The Press
  • Uncategorized

Become a Member

See how our flowcharts and checklists help you navigate complex financial planning questions.
Become a Member

What Customers Are Saying About Us

Hundreds of other advisors are actively using fpPathfinder. Read what those lovely people have to say about us.
“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
“With working from home most of 2020, we wanted to still catch some face time with our clients. We used the checklists and flowcharts to conduct webinars covering various topics. In fact, having the charts readily available, we were able to do many of these on a weekly basis, knowing the material was pretty much already established. We had such great feedback that we are continuing the webinars into 2021. We have many that actually look forward to our meeting times, and found being able to have the flowchart or checklist available to work on their own later was an added bonus.”
— An advisor in Texas
“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
“I just utilized one of the Roth flowcharts live on the phone with a client. It worked perfectly!”
— Rick, a financial advisor
“You are making all of our lives easier...and more importantly, our clients.”
— Jeff, an advisor in California
“Thank you for creating a robust, yet very practical, planning tool.”
— Andy, an advisor in Florida
“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
Become a Member
  • Become a Member
  • Member Section
  • Suggest a Flowchart or Checklist
  • Contact Us
  • Refund Policy
  • TOS & Privacy Policy
  • Careers: Job Postings

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.

Have a question, idea, or comment? We want to know! Contact Us

Copyright © 2025 fpPathfinder, All rights reserved.

Tailor the client experience and streamline data gathering with Interactive Checklists

Upgrade to Premier for access to Interactive Checklists & integrate with your CRM today. We currently integrated with Redtail, Wealthbox, Salesforce Financial Cloud Services, and XLR8.

Learn More

Feature your expertise by putting flowcharts and checklists with your brand in front of your clients and prospects.

Upgrade to Deluxe or Premier to white label the resources.

Learn More

Make sending guides to compliance easier. Download all of your white-labeled content into zip files for quick send.

Upgrade to Deluxe or Premier for access to this feature.

Learn More

Deliverable Reports

Upgrade to Deluxe for Single Report Access or Premier Membership for full access. Premier Members can unlock the capability to scale your client communications with the CSV upload that generates client-specific PDFs. View a Demo here.

Join as a Premier Member
Close