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Sample Checklist Now Available

May 13, 2019
Announcements, Feature Annoucements

We’re excited to make available the “What Issues Should I Consider If My Spouse Passed Away?” checklist as a sample.  If you’ve been curious about our checklists, then you’ll want to see this free sample.  

This checklist covers 29 of the most important planning issues to identify and consider for a client, whose spouse has recently passed away.

Also, we have added two features to make it easier to find new and updated resources. First, we have created a new category that will only show materials that have been updated or added over the last few months (See the New/Updated Category).  Second, we will be noting the New or Updated status on each flowchart/checklist page. It will be the very first word in the description, so you can easily see it as you browse through the member section.

What do you think of these updates and this checklist?  Send me an email – I’d love to hear your thoughts.

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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.
“It's hands-down the best collection of client-facing resources I've found anywhere. The checklists are amazing too, to make sure I'm not forgetting anything in a review.”
— An advisor in Kentucky
“I just utilized one of the Roth flowcharts live on the phone with a client. It worked perfectly!”
— Rick, a financial advisor
“You just continue to put out great content on fpPathfinder. The 'What Issues Should I Consider Before The End Of The Year' checklist is fantastic.”
— Chris, an advisor in Illinois
“This is probably the best money I have ever spent. I love fpPathfinder!”
— Phillip, an advisor in North Carolina
“I love it! I find it very helpful. It's a great client value add.”
— Phillip, an advisor in North Carolina
“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
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