• Member Section
  • About Us
  • Blog
  • Log In
  • Become a Member

fpPathfinder

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

  • Member Section
  • About Us
  • Blog
  • Log In
  • Become a Member

Sample Checklist Now Available

May 13, 2019
New Checklist Additions, New Features

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.

Sign Up to Receive Updates

Join our mailing list to be updated as we release new flowcharts and checklists that might be of interest.

Categories

  • Client Communication Sample
  • Getting Started
  • In The Press
  • New Checklist Additions
  • New Features
  • New Flowchart Additions
  • Practice Management
  • Uncategorized
  • Updated Checklists and Flowcharts

Become a Member

Navigate the growing complexity of retirement planning. Get instant access to download flowcharts now!
Become a Member

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 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
“Thank you for creating a robust, yet very practical, planning tool.”
— Andy, an advisor in Florida
“Checklists don't make the planner smarter or more skilled, but does help to ensure that the planner maximizes the knowledge and skill he/she already has.”
— Michael Kitces, Publisher and Editor-In-Chief at Kitces.com
“This is probably the best money I have ever spent. I love fpPathfinder!”
— Phillip, an advisor in North Carolina
“I think it’s the bees knees! I think it provides me and my clients the most value of any of the services we use at my firm. Everything is well-designed and the amount of material you guys pack into a page without it being overwhelming is AMAZING”
— An advisor in Kentucky
“ fpPathfinder is great. It's perfect for supplemental content to enhance our marketing efforts.”
— Ray, an advisor in California
“My clients and COIs love these. I’ve shown the medicare IRMAA flowchart to a Medicare consultant I work with and she loved it”
— Steve, an advisor in Ohio
Become a Member
  • Become a Member
  • Member Section
  • Blog
  • TOS & Privacy Policy
  • Suggest a Flowchart or Checklist
  • Careers: We’re Hiring

Recent Blog Posts

  • New Resources: Master List Of Goals & Pay Stub Review
  • New Feature: Send Interactive Checklists to Clients with “Share A Link”
  • New Resources: Incentive Stock Options, Important Dates, and Important Milestones (And Updated Resources)
  • Picking the Right Resources to Share with Your Retired Clients

Sign Up to Receive Updates

Join our mailing list to be updated as we release new flowcharts and checklists that might be of interest.

Have a question, idea, comment, or see an error? We want to know! Email us at support@fppathfinder.com!

Copyright © 2021 fpPathfinder, All rights reserved.

Easily and quickly provide guidance to your clients. Then properly document your conversation or meeting.

Upgrade to Premier to use an interactive checklist and integrate with Redtail and Wealthbox.

Learn More

Feature your expertise by putting flowcharts and checklists with your brand in front of your clients and prospects.

Upgrade to Deluxe or Premier to white label the resources.

Learn More

Save time by downloading all the checklists and flowcharts with one click.

Upgrade to Deluxe or Premier to download all the resources with one click.

Learn More