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, General
What Issues Should I Consider If My Spouse Passed Away?
Category: General, Estate Planning, Life Events
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, Retirement / Decumulation, Life Events
Featured
What Issues Should I Consider When Doing A Section 1035 Exchange?
Category: Tax Planning, Insurance Planning
What Issues Should I Consider With The Income From My Taxable Non-Qualified Account(s)?
Category: Tax Planning, Assets and Investment Planning
Can I Do A Section 1031 Exchange With My Rental Property?
Category: Tax Planning, Assets and Investment Planning
What Issues Should I Consider Before And After The TCJA Sunset Provision Occurs?
Category: Tax Planning
TCJA Sunset Provision Comparison Guide
Category: Tax Planning
Important Numbers
Category: General, Tax Planning

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“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.”
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— Andy, an advisor in Florida
“fpPathfinder is the only planning tool that tries to address all of the obstacles facing our clients”
— Cathy Curtis, Curtis Financial Planning
“I had my own internal set of workflows, but by piggybacking fpPathfinder, I've saved who knows how many hours. It's a great product and I'll be a subscriber for years.”
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— Joshua, an advisor in Pennsylvania
“Thanks for having all of these so conveniently put together. We were working on many of these for years, but often could not find the time to keep them updated. This has been a blessing to our firm. ”
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— An advisor in Texas
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