fpPathfinder

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

Popular Checklists and Flowcharts


Best Practices, How Advisors Use The Resources, Getting Started, Planning Management

With nearly a hundred resources developed so far, members often ask us which resources are most popular.  While we see certain resources become popular during specific periods of time (like our checklist that covers end of year planning issues), we have listed the top ten most popular resources throughout the year.

  1. Important Numbers: Stay up-to-date on the numbers that affect your clients using this Quick Reference Guide.
  2. Master List Of Goals:  Help your clients Identify and prioritize which goals are the most important to them.
  3. Issues to Consider As A New Client: First impressions matter. Enhance your client’s initial experience and ask the right questions to identify planning opportunities.
  4. Issues To Consider In A Client Annual Review Meeting: Provide a framework to ensure that major planning opportunities are addressed during annual client review meetings.
  5. Should I Consider Doing a Roth Conversion? Roth Conversions are an important strategy to discuss with many clients. This resource can help guide the conversation and become an important strategy discussion.
  6. What Issues Should I Consider When Reviewing My Investments? Help guide your conversation when reviewing investment portfolios with your clients.
  7. Should I Take My Pension As A Lump Sum? Help clients decide if taking a lump sum distribution/buyout is right for them.
  8. Should I Consider Refinancing My Mortgage? Each client’s situation is unique, and many factors must be considered before making the decision to refinance.
  9. What Issues Should I Consider If I Experience A Sudden Wealth Event? Unexpected wealth events, both large and small, can alter a client’s financial plan.
  10. What Accounts Should I Consider If I Want To Save More? Help your clients identify which accounts are the most appropriate ones to save more.

What Customers Are Saying About Us

Hundreds of other advisors are actively using fpPathfinder. Read what those lovely people have to say about us.
“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
“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
“The white-label feature in Deluxe is really fantastic. It is really powerful to talk through the decision tree with a client with our logo & color options on the chart, frankly, because it makes us look smarter!”
— Bill, an advisor in New York
“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 brilliant to boil complex planning strategies into a one-page flowchart. It totally beats having to read 4 -5 articles to understand each nuance and exception, especially on the tax issues.”
— Meghan, an advisor in Georgia
“I just met with a client who had a question regarding her eligibility for Social Security benefits. We went through the flowcharts answering each question and following the lines. She looked at me and said 'This is great, it was so much easier to use this than trying to go through all the literature that Social Security offers. Thank you so much.'”
— Ben G, an advisor in Wisconsin
“fpPathfinder is fantastic. I really can't find any flaws.”
— Joshua, an advisor in Pennsylvania
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