fpPathfinder

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

Updated Resources: The American Rescue Plan Act of 2021


Announcements, Updated Resources

When The American Rescue Plan Act of 2021 was signed into law on March 11, 2021, we went to work to understand how various provisions affected the checklists and flowcharts our members have come to rely on. As a result of that work, we updated the following resources:

If you’ve been considering membership, now is the time to invest in yourself and your business. As the rules change, you can count on fpPathfinder to stay on top of them so you can spend your time doing what you do best: helping your clients plan for the future.

Learn more about the benefits of membership here. 

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 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
“It's hands-down the best collection of client-facing resources I've found anywhere. The checklists are amazing too, to make sure I'm not forgetting anything in a review.”
— An advisor in Kentucky
“fpPathfinder is the only planning tool that tries to address all of the obstacles facing our clients”
— Cathy Curtis, Curtis Financial Planning
“fpPathfinder is fantastic. I really can't find any flaws.”
— Joshua, an advisor in Pennsylvania
“I love it! I find it very helpful. It's a great client value add.”
— Phillip, an advisor in North Carolina
“Love the Redtail integration - it’s been instrumental in my prep for my client reviews. I’m finding my self being over-prepared because of the robust lists which is great.”
— Don, and advisor in California
“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
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