• Pricing
    • Individual Memberships
    • Group Memberships
  • Webinars
  • Support Hub
    • Full List Of Guides
    • Help & FAQ
    • Partnerships
    • About Us
    • Blog
    • Contact Us
  • Member Section

fpPathfinder

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

  • Pricing
    • Individual Memberships
    • Group Memberships
  • Webinars
  • Support Hub
    • Full List Of Guides
    • Help & FAQ
    • Partnerships
    • About Us
    • Blog
    • Contact Us
  • Member Section
  • Become a Member
    Log In

Updated Resources: The American Rescue Plan Act of 2021

March 31, 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 I Retire Early, Should I Buy Health Insurance Through The Health Insurance Marketplace?
  • Important Milestones
  • What Issues Should I Consider Before I Retire?
  • What Issues Should I Consider If I Lose My Job?
  • What Issues Should I Consider When Having (Or Adopting) A Child?
  • What Issues Should I Consider When Paying Off My Student Loans?

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. 

Sign Up to Receive Updates

Join our mailing list to be updated as we release new flowcharts and checklists that might be of interest.
  • This field is for validation purposes and should be left unchanged.

Categories

  • Service Guides – Linked
    • Guide Bundles
    • Timely Conversations
    • Age-Related Planning
    • Money In Motion
    • Top 10 Most Popular Resources
    • Client Service Calendar
  • How Advisors Use The Checklists and Flowcharts
    • Best Practices
    • Getting Started
    • Marketing
    • Planning Management
  • Announcements
    • Company Announcements
    • Resource Additions
    • Feature Annoucements
    • Updated Resources
  • In The Press
  • Uncategorized

Become a Member

See how our flowcharts and checklists help you navigate complex financial planning questions.
Become a Member

What Customers Are Saying About Us

Hundreds of other advisors are actively using fpPathfinder. Read what those lovely people have to say about us.
“This has been super helpful and I am getting rave reviews in using these flowcharts and checklists”
— Christoper, an advisor in Illinois
“I really love the concept of fpPathfinder because I spend so much time reinventing the wheel when communicating planning concepts to clients. Moreover, the flowchart format can be used time and time again to produce consistent results.”
— Kevin P, an advisor in Illinois
“ fpPathfinder is great. It's perfect for supplemental content to enhance our marketing efforts.”
— Ray, an advisor in California
“Overall, I have really enjoyed the service as it makes teaching and educating people much simpler. ”
— Michael, an advisor in California
“I can't say how much I love the product. It is just great. I recommend it to all my colleagues.”
— Robert, an Advisor in Colorado
“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
“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
Become a Member
  • Become a Member Archived
  • Member Section
  • Your Membership
  • About Us
  • Contact Us
  • Refund Policy
  • TOS & Privacy Policy
  • Careers: Job Postings

Sign Up For The Newsletter!

Join our mailing list for best practices and ideas for better client conversations.
  • This field is for validation purposes and should be left unchanged.

Have a question, idea, or comment? We want to know! Contact Us

Copyright © 2026 fpPathfinder, All rights reserved.

Streamline A Standout Client Experience With Interactive Checklists

Premier unlocks Interactive Checklists plus CRM integrations with Redtail, Wealthbox, Salesforce Financial Services Cloud, and XLR8.

Learn More

Educate And Impress With Branded Flowcharts, Checklists, And Summary Guides

Deliver white-labled handouts clients won’t want to put down. Upgrade to Deluxe or Premier to white label the guides.

Learn More

Download all your white-labeled guides in one zip file for faster, easier sharing.

Upgrade to Deluxe or Premier for access to this feature.

Learn More

Deliverable Reports: Do More With Less Effort

Upgrade to Deluxe for Single Report Access or Premier Membership for full access. Premier Members can unlock the capability to scale your client communications with the CSV upload option that generates client-specific PDFs. View a Demo here.

Join as a Premier Member

Close
Retry