Category: Announcements

We are excited to release two checklists this month. This month has a theme to it – it addresses some of the concerns for “sandwich generation” clients.  This is the group of people, typically in their thirties and forties, who…

We are excited to release a bonus flowchart this month. Not to mention, we have also made a few small changes to two other resources. Bonus Flowchart: If I Retire Early, Should I Buy Health Insurance Through The Health Insurance…

We are excited to release two checklists this month. As you can tell from these two checklists and the ones we have released this year, we are continuing to focus on providing resources that address major life transitions. For Essential…

Resource Updates and Improved Functionality Based on member feedback, we have made some essential updates. In one of our recently-released flowcharts, members asked that we incorporate some additional decision points. For our Deluxe members, we have given them more control over how…

We are excited to release both a checklist and a flowchart this month.  This month, we have a theme! Both resources are related to paying for college.  For Essential and Deluxe members, here are the two resources being released today: What Issues…

We are excited to release both a checklist and a flowchart this month.  For Essential and Deluxe members, here are the two resources being released today: What Issues Should I Consider During My Divorce:  This checklist covers 26 planning issues to identify…

In October, we launched a Deluxe membership option at fpPathfinder.  It addressed one of the most requested features we had heard from our members at the time which was to develop a white-label solution. The Deluxe membership allowed advisors to…

We are excited to release two new checklists for our members. The number of checklists has been growing quickly: we now have 8 checklists available to our members and have one sample checklist available to our non-members! For Essential and Deluxe members, here are the…