fpPathfinder

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

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Complimentary Guides
Complimentary Guides:
Deductible IRA Contribution Rules
Category: IRAs & Retirement Plans
Death Of Spouse Issues
Category: Important Life Events & Decisions
Important Milestones
Category: Client Meetings & Client Service Calendar
Harvesting Capital Losses Issues
Category: Tax Planning, Non-Retirement Accounts & Assets
Required Minimum Distribution (RMD) Issues
Category: Client Meetings & Client Service Calendar, Retirement/Decumulation
Featured
Important Numbers
Category: Tax Planning, Client Meetings & Client Service Calendar
Considering A Trust
Category: Estate Planning & Charitable Giving
Common Estate Plan Elements
Category: Estate Planning & Charitable Giving
Inherited Traditional IRA & Inherited Roth IRA Issues
Category: IRAs & Retirement Plans
Social Security Fairness Act Rules
Category: Retirement/Decumulation
Recession & Market Correction Issues
Category: Investment Review & Market Events

What Customers Are Saying About Us

Hundreds of other advisors are actively using fpPathfinder. Read what those lovely people have to say about us.
“Having been trained in a CPA firm, checklists were how everything was done, I was amazed to learn how little checklists were utilized in FP [Financial Planning]. I had created my own but FP Pathfinder has outdone me in creating current issue lists and updates. This is a must for any advisor. ”
— Advisor from California
“I just met with a client who had a question regarding her eligibility for Social Security benefits. We went through the flowcharts answering each question and following the lines. She looked at me and said 'This is great, it was so much easier to use this than trying to go through all the literature that Social Security offers. Thank you so much.'”
— Ben G, an advisor in Wisconsin
“I love the flowcharts and have found them very helpful in guiding clients on complicated planning issues. The charts are easy to follow and help navigate through difficult decisions based on clients' unique circumstances.”
— Jason, an advisor in Illinois
“Our firm had been looking for something like this for so many years. A standardized checklist or flowchart of important issues to consider, and a way to integrate the responses into our system. When we stumbled across your service, I couldn't have signed up any quicker. We now use the checklists to conduct monthly webinars about the all of the important topics”
— An advisor in Texas
“This is one of my best subscriptions I pay for!”
— Sean, an advisor in California
“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
“fpPathfinder is the only planning tool that tries to address all of the obstacles facing our clients”
— Cathy Curtis, Curtis Financial Planning
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