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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 [email protected].

Welcome Aboard!

Account Set-up

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What's a Planning Topic you address or want to address with your clients every year?
Reviewing Tax Returns
Beneficiary Review
Reviewing Insurance Coverage
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?
Estate Planning

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

Questions? Email us at [email protected]

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fpPathfinder

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

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Starting A New Job Bundle: The Guides You Need To Guide Your Clients

December 2, 2021
Service Guides - Linked, Guide Bundles

Increasingly, people are changing jobs. With new jobs come questions about how to manage the benefits from both the previous and new employer. 

As the trusted advisor, your clients who have made a professional move will certainly turn to you for guidance. That’s why we’ve bundled the fpPathfinder checklists and flowcharts that help demystify new-job transitions. Use them to ask probing questions that uncover opportunities and to help guide your clients’ decision-making process.

fpPathfinder members: Click the image below and download the bundle, which has links to the checklists and flowcharts, to your desktop. You’ll be organized when you reach out to your clients and ready for any unexpected, inbound inquiry that comes your way. 

Not a member yet, but want to be? We can help you with that! You can go straight to Become A Member, review the options, and choose the membership level that moves you closer to your goals. Sometimes a live demonstration is more helpful than reading a screen. If that’s the case, schedule your live demonstration and get all of your questions answered in real time.  

Starting A New Job Bundle

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See how our flowcharts and checklists help you navigate complex financial planning questions.
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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.
“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
“I can't say how much I love the product. It is just great. I recommend it to all my colleagues.”
— Robert, an Advisor in Colorado
“With all the aspects of running a business, working with varying client scenarios, and knowing how much information is available, I like being able to look at a flowchart and just see what I need to see.”
— Mike, a financial advisor
“The white-label feature in Deluxe is really fantastic. It is really powerful to talk through the decision tree with a client with our logo & color options on the chart, frankly, because it makes us look smarter!”
— Bill, an advisor in New York
“These tools look great. They will really help me share quality content with those I assist and will allow us to reduce errors. Furthermore, these tools really help our teams look professional and solidify us as true planners”
— Shane, an advisor
“Our team has really liked the charts and were particularly pleased with the traditional IRA vs. 401k for a business and the QBI chart.”
— Scott, an advisor in Oregon
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Recent Blog Posts

  • 3 Ways To Use The New Client Engagement Builder
  • How To Shave Time Off Your Workflows With Fintech
  • Improving Estate Planning Conversations
  • SECURE Act 2.0 Guide Updates

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Have a question, idea, comment, or see an error? We want to know! Email us at [email protected]!

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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, Wealthbox, Salesforce Financial Cloud Services, and XLR8.

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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.

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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.

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Deliverable Reports

Upgrade to Premier Membership and gain access to the Beneficiary Report. You’ll also unlock the capability to scale your client communications with the CSV upload that generates client-specific PDFs.

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