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.
“fpPathfinder is the only planning tool that tries to address all of the obstacles facing our clients”
— Cathy Curtis, Curtis Financial Planning
“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
“The decision tree format has been immensely helpful. The design is very simple and elegant.”
— Deirdre, an advisor in Massachusetts
“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
“The charts are probably as much value to me (as advisor) as they are when given to a specific client. I know and understand the topics covered, but it can be a lot faster to refresh with a quick glance at the chart’s decision tree vs having to read through regulations”
— Larry, an advisor in Oregon
“I think fpPathfinder is the best tool I’ve ever seen in the financial planning realm. I spend an unbelievable amount of time researching some of these issues that have been boiled down to one page: consulting with other experts, citing specific sources as a backup, reviewing my work, and coming to a final conclusion.”
— Jeff S, an advisor in Missouri
“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
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