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.
“I just utilized one of the Roth flowcharts live on the phone with a client. It worked perfectly!”
— Rick, a financial advisor
“It’s one of the best software products I have seen. It’s exactly what I have been looking for and trying to build internally. Well done!!!”
— Kate, an advisor in Florida
“What you guys have created is pretty badass! I’ve used your material for both client meetings and prospective clients.”
— 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’s brilliant to boil complex planning strategies into a one-page flowchart. It totally beats having to read 4 -5 articles to understand each nuance and exception, especially on the tax issues.”
— Meghan, an advisor in Georgia
“I think it’s the bees knees! I think it provides me and my clients the most value of any of the services we use at my firm. Everything is well-designed and the amount of material you guys pack into a page without it being overwhelming is AMAZING!”
— An advisor in Kentucky
“Checklists don't make the planner smarter or more skilled, but do help to ensure that the planner maximizes the knowledge and skill he/she already has.”
— Michael Kitces, Publisher and Editor-In-Chief at Kitces.com
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