Oh No.

“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.”

“Overall, I have really enjoyed the service as it makes teaching and educating people much simpler. ”

“The charts are probably as much value to me (as advisor) as they are when given to a specific client. I know and understand the topics covered, but it can be a lot faster to refresh with a quick glance at the chart’s decision tree vs having to read through regulations”

“I find fpPathfinder to be very helpful. I use the checklists and flowcharts to help prep for every meeting.”

“One client just said 'Wow, thank you for this. I would have screwed up my retirement if not for this.'”

“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.”