fpPathfinder

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

Two New Checklists Are Available


Resource Additions, Announcements

Today we are releasing two new checklists for our members. While our flowcharts cover specific and sometimes technical planning issues, checklists are more high level and designed to make sure advisors don’t miss a planning issue (a brief philosophy of our approach to checklists).

For Essential and Deluxe members, here are the two checklists being released today:

What Issues Should I Consider Before I Update My Estate Plan?  This covers 18 issues and questions to ask your client in helping them decide if their estate plan needs to be updated.

What Issues Should I Consider Before I Retire? This covers 32 questions to ask your client before they retire to make sure no major planning issues are missed.

What do you think of these two new checklists?  Send me an email – I’d love to hear your thoughts.

What Customers Are Saying About Us

Hundreds of other advisors are actively using fpPathfinder. Read what those lovely people have to say about us.
“Thanks for having all of these so conveniently put together. We were working on many of these for years, but often could not find the time to keep them updated. This has been a blessing to our firm. ”
— An advisor in Texas
“I love fpPathfinder. I use it nearly every day. Clients think it is very clear and easy to understand and it has increased our credibility.”
— An advisor in Utah
“It’s brilliant to boil complex planning strategies into a one-page flowchart. It totally beats having to read 4 -5 articles to understand each nuance and exception, especially on the tax issues.”
— Meghan, an advisor in Georgia
“You are making all of our lives easier...and more importantly, our clients.”
— Jeff, an advisor in California
“I love it! I find it very helpful. It's a great client value add.”
— Phillip, an advisor in North Carolina
“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
“fpPathfinder is the only planning tool that tries to address all of the obstacles facing our clients”
— Cathy Curtis, Curtis Financial Planning
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