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Helping Diligent Advisors Ensure They're On The Right Planning Path
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What Customers Are Saying About Us
Hundreds of other advisors are actively using fpPathfinder. Read what those lovely people have to say about us.
“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 really love the concept of fpPathfinder because I spend so much time reinventing the wheel when communicating planning concepts to clients. Moreover, the flowchart format can be used time and time again to produce consistent results.”
— Kevin P, an advisor in Illinois
“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
“Thank you for creating a robust, yet very practical, planning tool.”
— Andy, an advisor in Florida
“Your software and platform are awesome and super helpful to me and my clients”
— Clinton, an Advisor in New York
“I can't say how much I love the product. It is just great. I recommend it to all my colleagues.”
— Robert, an Advisor in Colorado
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