fpPathfinder

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

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Traditional & Roth IRA Contributions Traditional & Roth IRA Distributions Inherited Traditional & Roth IRAs Roth Conversions Pensions 401(k) Plans SEP & SIMPLE IRAs
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Important Tax Concepts & Numbers Roth Conversions Capital Gains And Losses, Dividends, And Asset Sales Tax Returns Tax Payments & Pay Stub Review Basis Issues Stock Options, RSUs, And ESPP 1031 & 1035 Exchanges NUA QBI
Insurance Planning
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Estate Planning & Charitable Giving
Creating An Estate Plan Reviewing An Estate Plan Closing An Estate Creating A Charitable Giving Plan Charitable Giving Strategies
Cash Flow, Budgeting, And Debts
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Important Life Events & Decisions
Buying & Selling A Home Buying A Vehicle Moving Marriage & Divorce Children Aging, Death, And Illness
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New Laws
Secure Act 2.0 OBBBA
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What can we help you find today?
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Complimentary Guides
Complimentary Guides:
Deductible IRA Contribution Rules
Category: IRAs & Retirement Plans
Death Of Spouse Issues
Category: Important Life Events & Decisions
Important Milestones
Category: Client Meetings & Client Service Calendar
Harvesting Capital Losses Issues
Category: Tax Planning, Non-Retirement Accounts & Assets
Required Minimum Distribution (RMD) Issues
Category: Client Meetings & Client Service Calendar, Retirement/Decumulation
Featured
Important Numbers
Category: Tax Planning, Client Meetings & Client Service Calendar
Withdrawals For Retirement Expenses
Category: Retirement/Decumulation
End Of The Year Planning Issues
Category: Client Meetings & Client Service Calendar
Non-Qualified Portfolio Tax Issues
Category: Tax Planning, Client Meetings & Client Service Calendar, Non-Retirement Accounts & Assets
Harvesting Capital Gains Vs. Roth Conversions Decisions
Category: Tax Planning
Roth Conversion Decisions
Category: Tax Planning, IRAs & Retirement Plans
Harvesting Capital Losses Issues
Category: Tax Planning, Non-Retirement Accounts & Assets

What Customers Are Saying About Us

Hundreds of other advisors are actively using fpPathfinder. Read what those lovely people have to say about us.
“The resources available are beneficial internally and for clients. The checklists help advisors think outside the box of their knowledge and experience covering a multitude of planning areas. The flowcharts are well laid out visuals for the clients with possible scenarios identified and clear paths to take. fpPathfinders does a nice job updating the resources regularly and communicating to their customer base as well.”
— An advisor in Minnesota
“You are making all of our lives easier...and more importantly, our clients.”
— Jeff, an advisor in California
“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
“The fpPathfinder information is easy to find by topic and has been helpful in prepping for client meetings.”
— An advisor in New York
“ fpPathfinder is great. It's perfect for supplemental content to enhance our marketing efforts.”
— Ray, an advisor in California
“These tools look great. They will really help me share quality content with those I assist and will allow us to reduce errors. Furthermore, these tools really help our teams look professional and solidify us as true planners”
— Shane, an advisor
“I really love the concept of fpPathfinder because I spend so much time reinventing the wheel when communicating planning concepts to clients. Moreover, the flowchart format can be used time and time again to produce consistent results.”
— Kevin P, an advisor in Illinois
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