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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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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

Congrats!

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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Three Updated Flowcharts

November 3, 2021
Updated Resources

As part of fpPathfinder’s ongoing commitment to our members, we systematically review our ever-increasing roster of checklists, flowcharts, and summary guides. As a result, they are subject to updates.

Updated Flowcharts

Please take a moment to download the newest versions of the following flowcharts, which we updated on October 25, 2021. 

  • Will A Distribution From My Roth IRA Be Tax & Penalty-Free? To improve the flowchart’s logic, our team made corrections and added clarifying detail. 
  • Will A Distribution From My Traditional IRA Be Penalty-Free? Our team expanded the decision points to help you follow the proper path. 
  • Will The Distribution From My HSA Be Tax & Penalty-Free? To improve your experience, our team made minor corrections and clarifications. 

If you have questions or if our team can assist you, please reach out to support@fppathfinder.com.

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Categories

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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.
“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
“Our firm had been looking for something like this for so many years. A standardized checklist or flowchart of important issues to consider, and a way to integrate the responses into our system. When we stumbled across your service, I couldn't have signed up any quicker. We now use the checklists to conduct monthly webinars about the all of the important topics”
— An advisor in Texas
“This is one of my best subscriptions I pay for!”
— Sean, an advisor in California
“Overall, I have really enjoyed the service as it makes teaching and educating people much simpler. ”
— Michael, an advisor in California
“I find fpPathfinder to be very helpful. I use the checklists and flowcharts to help prep for every meeting.”
— Ryan, an advisor in New York
“Thank you for creating a robust, yet very practical, planning tool.”
— Andy, an advisor in Florida
“What you guys have created is pretty badass! I’ve used your material for both client meetings and prospective clients.”
— An advisor in California
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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 support@fppathfinder.com!

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

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