fpPathfinder

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

Estimated Federal Income Tax Payment Rules

Estimated Federal Income Tax Payment Rules

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Pay Stub Review

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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.
“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.”
— An advisor in Texas
“It is very helpful for us when we have a client in and we have an issue at hand. Walking through the checklist helps us big time.”
— William, an advisor In Massachusetts
“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
“The flowcharts have helped a lot in recent discussions with the changing markets, providing us with confidence that our clients are getting the best, most accurate information.”
— Matthew, an advisor in Georgia
“I really love the flowcharts and they are helping me explain difficult decision points/rules to my client base. In fact, I plan to upgrade so I can use some of the material on my website with my own branding.”
— An advisor in Texas
“I love your resources, you guys & gals have helped us take our practice to the next level!”
— Trevor, an advisor in California
“I can’t tell you how much I appreciate the Flow Charts you are providing. Helps me feel a little less crazy as an advisor.”
— Tami C, an advisor in Colorado
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