fpPathfinder

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

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


Resource Additions, Announcements, Feature Annoucements

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.
“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
“Overall, I have really enjoyed the service as it makes teaching and educating people much simpler. ”
— Michael, an advisor in California
“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
“You just continue to put out great content on fpPathfinder. The 'What Issues Should I Consider Before The End Of The Year' checklist is fantastic.”
— Chris, an advisor in Illinois
“With working from home most of 2020, we wanted to still catch some face time with our clients. We used the checklists and flowcharts to conduct webinars covering various topics. In fact, having the charts readily available, we were able to do many of these on a weekly basis, knowing the material was pretty much already established. We had such great feedback that we are continuing the webinars into 2021. We have many that actually look forward to our meeting times, and found being able to have the flowchart or checklist available to work on their own later was an added bonus.”
— An advisor in Texas
“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
“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
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