fpPathfinder

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

Two New Flowcharts Are Now Available (Plus A New Resource Summary Guide)


New Features, New Flowchart Additions

This month we are excited to release two new flowcharts.  We’re also releasing (thanks to member feedback) a simple two-page resource summary guide to help you quickly see all the different resources available.  Here is 

Should I Contribute To My Roth IRA Versus My Traditional IRA?: This resource helps to answer the question of which account to save for retirement – a Roth IRA or Traditional IRA. It has been one of the most frequently requested resources from our members.

Will The Distribution From My HSA Be Tax Free?: An HSA account is one of the most tax-efficient savings accounts for investors.  While many of the distribution rules are straightforward, there are several exceptions that should be considered before a client takes a distribution from their HSA.

Introducing our Summary Resource Guide:  Several members asked for a quick reference guide listing all the resources we offer.  With nearly 60 resources, advisors may need multiple ways to learn which resources we have developed.  And this Resource Guide summarizes it all in a short two-page document.  If you are not a member, this will be a good piece for you to reference.

Sneak Peek:

Next week, Michael Lecours will be at the T3 Advisor Conference making a big announcement.  fpPathfinder will be launching a new membership tier very soon with some features that lots of members have been requesting for over a year.  Details to follow.

What Customers Are Saying About Us

Hundreds of other advisors are actively using fpPathfinder. Read what those lovely people have to say about us.
“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 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
“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
“The flowcharts give me a lot of confidence. Candidly, I sometimes worry that I might miss something when planning for my clients. The flowcharts give me confidence that I won't.”
— An advisor in Virginia
“Thank you for creating a robust, yet very practical, planning tool.”
— Andy, an advisor in Florida
“We are delighted with the thoroughness of each chart in simplifying the complex questions and helping lead to an answer. These are indeed a helpful asset in our toolbox for work with clients.”
— Victoria L, an advisor in Massachusetts
“The fpPathfinder information is easy to find by topic and has been helpful in prepping for client meetings.”
— An advisor in New York
Become a Member

Recent Blog Posts

Sign Up to Receive Updates

Join our mailing list to be updated as we release new flowcharts and checklists that might be of interest.