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.
“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
“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
“It is very helpful for us when we have a client in and we have an issue at hand. Walking through the checklist helps us big time.”
— William, an advisor In Massachusetts
“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
“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
“Overall, I have really enjoyed the service as it makes teaching and educating people much simpler. ”
— Michael, an advisor in California
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