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fpPathfinder

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

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Updates To One Checklist + Two Flowcharts

October 6, 2021
Updated Resources

As part of fpPathfinder’s ongoing commitment to our members, the ever-increasing roster of checklists, flowcharts, and summary guides is under continuous review. As a result, they are subject to updates. 

Three Updates

Our team has updated the following checklist and flowcharts. If you use any of them regularly, keep copies on your desktop, share them with COIs, or employ them in your web-based marketing, check to confirm they include the date as noted:

  • What Issues Should I Consider When Reviewing My Health And Life Insurance Policies? A refresh, this flowchart benefits from a corrected typo. However, there are no material revisions. Updated 9/24/2021
  • Will I Avoid Medicare Enrollment Penalties? Our team made material updates to clarify key decision points and to reframe the Medicare Part D penalty analysis. Updated 9/27/21
  • Will I Be Enrolled Automatically In Medicare? Our team made material updates to improve the overall logic flow and enhance the Medigap planning point. Updated 9/30/21 
Updates To Come

Your checklists, flowcharts, and summary guides must be up-to-date. As we eagerly wait for legislation to churn through Congress and for the IRS to publish the 2022 annual limits, our systematic reviews of the resources continue. So please stay tuned and return to the blog (you can filter for “Updated Resources”) to keep current as we release updates. Of course, you can always rely on your Member Section, too, for the most up-to-date versions of your favorite guides. 

Questions? Please send them to support@fpPathfinder.com. We are with you every step of the way. 

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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 love your resources, you guys & gals have helped us take our practice to the next level!”
— Trevor, an advisor in California
“In client meetings I'm often sharing a checklist regarding a specific topic, and helping clients understand the planning issues, opportunities, and process all very quickly and efficiently.”
— An advisor in Texas
“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®️
“This is probably the best money I have ever spent. I love fpPathfinder!”
— Phillip, an advisor in North Carolina
“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
“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
“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
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