fpPathfinder

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

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Complimentary Guides
Complimentary Guides:
Can I Make A Deductible IRA Contribution?
Category: Working / Accumulation Phase, Tax Planning, Assets and Investment Planning
What Issues Should I Consider If My Spouse Passed Away?
Category: General, Estate Planning
Important Milestones
Category: General, Tax Planning
What Issues Should I Consider When Harvesting Capital Losses?
Category: General, Tax Planning, Assets and Investment Planning
What Issues Should I Consider When Reviewing My RMD?
Category: General
Featured
Featured Guides:
What Important Issues Should I Consider Regarding Changes Made By The SECURE Act 2.0?
Category: General
What Issues Should I Consider When Planning For The Sale, Disposition, Or Succession Of My Business?
Category: Tax Planning
What Issues Should I Consider At The Start Of The Year?
Category: General
Important Numbers
Category: General, Tax Planning
What Issues Should I Consider Before The End Of The Year?
Category: General
What Issues Should I Consider With My Social Security Retirement Benefits?
Category: Retirement / Decumulation
What Issues Should I Consider During A Recession Or Market Correction?
Category: General
Should I Consider Doing A Roth Conversion?
Category: Tax Planning

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 all the aspects of running a business, working with varying client scenarios, and knowing how much information is available, I like being able to look at a flowchart and just see what I need to see.”
— Mike, a financial advisor
“These tools look great. They will really help me share quality content with those I assist and will allow us to reduce errors. Furthermore, these tools really help our teams look professional and solidify us as true planners”
— Shane, an advisor
“Your software and platform are awesome and super helpful to me and my clients”
— Clinton, an Advisor in New York
“ fpPathfinder is great. It's perfect for supplemental content to enhance our marketing efforts.”
— Ray, an advisor in California
“What you guys have created is pretty badass! I’ve used your material for both client meetings and prospective clients.”
— An advisor in California
“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
“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
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