fpPathfinder

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

Two New Resources Available


Resource Additions, Announcements

This month we are excited to release two new resources. 

Issues To Consider As A New Client: This checklist covers many of the important planning issues and questions to ask of a new client (or prospect).  It is currently one of the most requested resources. While it’s adapted from our Annual Client Meeting Checklist, it also includes important questions that should be asked early in the planning process.

Will I Have To Pay Tax On My Qualified ESPP?: The tax rules for Employee Stock Purchase Programs can be confusing.  To help clear up the confusion, we created a flowchart showing how to calculate the tax impact during a qualifying and nonqualifying disposition.

Coming soon: We are also working on a checklist to address planning opportunities as a result of the Coronavirus (items to consider during a market downturn, possible layoffs, and economic relief).  We will release it as soon as possible.

 

Want to see all of our resources? Here is our summary resource guide showing all of the resources at fpPathfinder.

What Customers Are Saying About Us

Hundreds of other advisors are actively using fpPathfinder. Read what those lovely people have to say about us.
“I find the flowcharts and checklists helpful for content and for presenting topics to clients. It is a streamlined approach to presenting information and while complex, it also demonstrates the value the advisor brings to the client in helping them navigate these complex situations.”
— An Advisor from California
“ fpPathfinder is great. It's perfect for supplemental content to enhance our marketing efforts.”
— Ray, an advisor in California
“fpPathfinder is a great tool! It mirrors much of what I've developed on my own for tax planning, life events, etc. However, it's been great to double-check my own work in those areas and also to motivate me to deepen my knowledge on other topics”
— Jonathan, an advisor in Colorado
“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
“fpPathfinder has been critical in my execution of financial planning. They provide well thought resources for when clients face specific problems, and I use them over and over again.”
— Roger Whitney, CFP®️, CIMA®️, CPWA®️
“You are making all of our lives easier...and more importantly, our clients.”
— Jeff, an advisor in California
“I really love the flowcharts and they are helping me explain difficult decision points/rules to my client base. In fact, I plan to upgrade so I can use some of the material on my website with my own branding.”
— An advisor in Texas
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