fpPathfinder

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

Use Checklists And Flowcharts To Enhance Your Planning Process (A Seven-Part Series)

Use Checklists And Flowcharts To Enhance Your Planning Process (A Seven-Part Series)

Use Checklists And Flowcharts To Enhance Your Planning Process: Part 1 of 7 A growing trend among financial advisors is to break the typical financial planning process into a series of smaller planning engagements with clients throughout the year. The…
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Reviewing Strategies To Save More (January and February)

Part 2 of 7 from the Series: Use The Checklists and Flowcharts To Enhance Your Planning Process.  Use this email to invite your clients for a specific planning exercise. Send and share the “What Accounts Should I Consider If I…
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Reviewing A Tax Return (March and April)

Part 3 of 7 from the Series: Use The Checklists and Flowcharts To Enhance Your Planning Process. Offer to review a client’s tax return by sending this email. By referencing the “As Someone Who Is Working, What Issues Should I…
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Reviewing Investments (May & June)

Part 4 of 7 from the Series: Use The Checklists and Flowcharts To Enhance Your Planning Process. Offer to do a dedicated review of the client’s investments by sending this email. Show your client that reviewing investments involves a lot…
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Reviewing An Estate Plan (July and August)

Part 5 of 7 from the Series: Use The Checklists and Flowcharts To Enhance Your Planning Process. Updating an estate plan may not be one of the highest priorities for your clients, but you can help them to keep it…
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Reviewing Insurance Coverage (September and October)

Part 6 of 7 from the Series: Use The Checklists and Flowcharts To Enhance Your Planning Process. This email invites the client to reach out to you to discuss insurance coverage and possible gaps. The “What Issues Should I Consider…
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Reviewing End-Of-Year Planning Opportunities (November and December)

Part 7 of 7 from the Series: Use The Checklists and Flowcharts To Enhance Your Planning Process. A very important area to review are all the issues that are typically addressed at the end of the year. The email outlines…
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New Resources: Medicare Coverage During Open Enrollment Flowchart & Nonqualified Stock Options Checklist

We’re excited to announce two new resources this month (and one updated resource) to help you be more diligent in the planning process. Details are below: New Flowchart: Should I Change My Medicare Coverage During Open Enrollment? Many of your…
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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 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
“ fpPathfinder is great. It's perfect for supplemental content to enhance our marketing efforts.”
— Ray, an advisor in California
“Overall, I have really enjoyed the service as it makes teaching and educating people much simpler. ”
— Michael, an advisor in California
“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.”
— An advisor in Texas
“We are delighted with the thoroughness of each chart in simplifying the complex questions and helping lead to an answer. These are indeed a helpful asset in our toolbox for work with clients.”
— Victoria L, an advisor in Massachusetts
“I love it! I find it very helpful. It's a great client value add.”
— Phillip, an advisor in North Carolina
“I think fpPathfinder is the best tool I’ve ever seen in the financial planning realm. I spend an unbelievable amount of time researching some of these issues that have been boiled down to one page: consulting with other experts, citing specific sources as a backup, reviewing my work, and coming to a final conclusion.”
— Jeff S, an advisor in Missouri
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