fpPathfinder

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

Popular Checklists and Flowcharts


Best Practices, Service Guides - Linked, Top 10 Most Popular Resources, How Advisors Use The Checklists and Flowcharts, Getting Started, Planning Management

“Which guides are most popular among members?” Our team frequently hears this question. With nearly 100 different checklists, flowcharts, and reference guides, there are a lot of choices.

To give you quick access to often-used guides, we offer the Popular Checklists & Flowcharts list. The top 10 downloaded checklists, flowcharts, and summary guides are below. Download the PDF, including links to each guide, when you click on the list. We encourage you to keep it handy on your desktop so you can find what you need when you need it.

 

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 think fpPathfinder is the best tool I’ve ever seen in the financial planning realm. I spend an unbelievable amount of time researching some of these issues that have been boiled down to one page: consulting with other experts, citing specific sources as a backup, reviewing my work, and coming to a final conclusion.”
— Jeff S, an advisor in Missouri
“This is one of my best subscriptions I pay for!”
— Sean, an advisor in California
“What you guys have created is pretty badass! I’ve used your material for both client meetings and prospective clients.”
— An advisor in California
“You are making all of our lives easier...and more importantly, our clients.”
— Jeff, an advisor in California
“ fpPathfinder is great. It's perfect for supplemental content to enhance our marketing efforts.”
— Ray, an advisor in California
“We are delighted with the thoroughness of each chart in simplifying the complex questions and helping lead to an answer. These are indeed a helpful asset in our toolbox for work with clients.”
— Victoria L, an advisor in Massachusetts
“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®️
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