What Issues Should I Consider If My Spouse Passed Away?

“I just utilized one of the Roth flowcharts live on the phone with a client. It worked perfectly!”

“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.”

“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.”

“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.'”

“The decision tree format has been immensely helpful. The design is very simple and elegant.”

“What you guys have created is pretty badass! I’ve used your material for both client meetings and prospective clients.”