fpPathfinder

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

What Emergency Relief Options Should I Consider During The Coronavirus Pandemic?

Blurred Flowchart

Become a Member to view.
Already a member? Login Here

Become a Member
View Sample
Interactive Checklist Created with Sketch.

This checklist covers the new emergency relief options for individuals to consider. It is very specific to what is occurring now and highly valuable to share with your clients right away so you can help them navigate their options. 

This new checklist includes emergency relief options outlined in: 

  • The CARES Act
  • Families First Coronavirus Response Act
  • Executive orders
  • IRS changes
  • And other relief options specific to COVID-19 as they pertain to individuals 

We will update this checklist periodically as new emergency relief options are introduced.

 

Updated for 3/30/2020

Get Instant Access and Navigate The Growing Complexity of Financial Planning.

Financial Planning is complex. It’s easy to forget a rule or become confused. Just when you think you have it figured out, the rules change. With fpPathfinder you can be a more diligent advisor and systematize your planning process.
Become a Member See a Sample

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
“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
“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®️
“Overall, I have really enjoyed the service as it makes teaching and educating people much simpler. ”
— Michael, an advisor in California
“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
“The decision tree format has been immensely helpful. The design is very simple and elegant.”
— Deirdre, an advisor in Massachusetts
“Your software and platform are awesome and super helpful to me and my clients”
— Clinton, an Advisor in New York
Become a Member

Recent Blog Posts

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.