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Congratulations on taking the first step in having more diligent client conversations. We recommend that you complete this onboarding tutorial before you jump into the Member Section.

If you have any questions, please feel free to email us at support@fppathfinder.com.

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What is a Planning Topic you address or want to address with your clients every year?
Reviewing Tax Returns
Beneficiary Review
Planning For Strategic Charitable Giving
Which of these describes a current client situation?
I have a new client and I want to show them how much we cover
An existing client needs an annual review
I have a client that is retiring
A client needs their investments reviewed
Which of these most popular resources would you like to view?
Important Numbers (like tax rates)
Master List Of Goals
What Issues Should I Consider Before The End Of The Year?
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What specific benefits or advantages are you seeking to obtain by becoming a member of fpPathfinder?

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Let’s get started with a brief tour of the Member Section.

Questions? Email us at support@fppathfinder.com

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fpPathfinder

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

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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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Become a Member

See how our flowcharts and checklists help you navigate complex financial planning questions.
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 love the flowcharts and have found them very helpful in guiding clients on complicated planning issues. The charts are easy to follow and help navigate through difficult decisions based on clients' unique circumstances.”
— Jason, an advisor in Illinois
“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
“fpPathfinder is one of a few tools that I use most often in my practice. It has improved my process and the client outcomes.”
— An advisor is Texas
“I adore your product. It’s so helpful to my clients and myself. I really like that I could change all the colors to match my logo. It looks fantastic.”
— An advisor in Washington
“One client just said 'Wow, thank you for this. I would have screwed up my retirement if not for this.'”
— David, an advisor in NY
“I love these checklists and flowcharts! They are very useful and helpful in making sure I am covering all (or at least most) points regarding a specific topic.”
— Michael, an advisor in Pennsylvania
“Checklists don't make the planner smarter or more skilled, but do 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
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