fpPathfinder

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

Two New Checklists Are Available: Client Annual Review & Closing An Estate


Resource Additions, Announcements

We are excited to release two new checklists for our members. While our flowcharts cover specific and sometimes technical planning issues, checklists are more high level and are designed to make sure advisors don’t miss a planning issue (a brief philosophy of our approach to checklists).

For Essential and Deluxe members, here are the two checklists being released today:

What Issues Should I Consider Before Closing The Estate:  This covers 23 issues and questions to ask your client in helping them decide if they can close the estate for a loved one.

Issues to Consider In A Client Annual Review Meeting: This covers 40 questions to ask your client during a client annual review meeting to uncover possible planning issues.

What do you think of these two new checklists?  Send me an email – I’d love to hear your thoughts.

What Customers Are Saying About Us

Hundreds of other advisors are actively using fpPathfinder. Read what those lovely people have to say about us.
“Love the Redtail integration - it’s been instrumental in my prep for my client reviews. I’m finding my self being over-prepared because of the robust lists which is great.”
— Don, and advisor in California
“The white-label feature in Deluxe is really fantastic. It is really powerful to talk through the decision tree with a client with our logo & color options on the chart, frankly, because it makes us look smarter!”
— Bill, an advisor in New York
“I love it! I find it very helpful. It's a great client value add.”
— Phillip, an advisor in North Carolina
“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 love your resources, you guys & gals have helped us take our practice to the next level!”
— Trevor, an advisor in California
“It is very helpful for us when we have a client in and we have an issue at hand. Walking through the checklist helps us big time.”
— William, an advisor In Massachusetts
“ fpPathfinder is great. It's perfect for supplemental content to enhance our marketing efforts.”
— Ray, an advisor in California
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