fpPathfinder

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

Restricted Stock Units (RSU) Issues

Restricted Stock Units (RSU) Issues

This content is restricted to subscribers
Read More

Incentive Stock Options (ISO) Issues

This content is restricted to subscribers
Read More

Non-Qualified Stock Options (NQSO) Issues

This content is restricted to subscribers
Read More

Employee Stock Purchase Plan (ESPP) Tax Rules

This content is restricted to subscribers
Read 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.
“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
“fpPathfinder is fantastic. I really can't find any flaws.”
— Joshua, an advisor in Pennsylvania
“I love the new "share a link" feature. This has made it much easier to send flowcharts and checklists to our clients. Thanks for the add!”
— An advisor in Texas
“Love the Redtail integration - it’s been instrumental in my prep for my client reviews. I’m finding my self being over-prepared because of the robust lists which is great.”
— Don, and advisor in California
“You are making all of our lives easier...and more importantly, our clients.”
— Jeff, 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
“My clients and COIs love these. I’ve shown the medicare IRMAA flowchart to a Medicare consultant I work with and she loved it”
— Steve, an advisor in Ohio
Become a Member

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.
Close