fpPathfinder

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

Category: Announcements

Flowcharts Updated With 2019 Annual Limits

We’re excited to release the 2019 versions of the flowcharts for our Essentials and Deluxe members. Many flowcharts have been updated with 2019 annual numbers. Some have been updated to incorporate member feedback.  While most are now available on the site, a…
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Introducing Two New Flowcharts: Mega Backdoor Roth IRA Contributions And Basis Rules For Gifted Property

We are excited to make available two additional flowcharts to our Essentials and Deluxe members.  This brings the total number of flowcharts up to 25. Can I Make A Mega Backdoor Roth IRA Contribution?  This strategy allows clients to contribute…
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Introducing Two New Flowcharts: HSA Contribution Rules and NUA Distribution Rules

We are excited to make available two additional flowcharts to our Essentials and Deluxe members.  This brings the total number of flowcharts up to 23. Can I Do A Net Unrealized Appreciation (NUA) Distribution?  This flowchart addresses some of the…
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Introducing Our Deluxe Package: White Labeling & Ability To Share Online

We are thrilled to announce a new package at fpPathfinder.  This has been developed in direct response to the overwhelming feedback and input from our members!  With this new package, you receive everything from Essentials, plus the following: Ability to add…
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Introducing Two New Flowcharts: Retirement Plans For Businesses and Social Security Disability

We are excited to make available two additional flowcharts to our Retirement Planning Essentials package.  This brings the total number of flowcharts up to 21. Should I Set Up A Traditional 401(k) For My Business? This flowchart addresses some of the…
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Introducing Two New Flowcharts: IRMAA Surcharges and Medicare Eligibility

We are excited to make available two additional flowcharts to our Retirement Planning Essentials package.  These two flowcharts can help you and your clients with the complexities related to Medicare eligibility and details on the IRMAA surcharges.  This brings the…
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New Feature: Suggest & Vote For New Flowcharts

You can now help set the direction of fpPathfinder with the release of our latest feature. We have created a new section on our site where you can post ideas for future flowcharts and checklists. In addition, you can upvote…
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Introducing Two New Medicare Flowcharts

We are excited to make available two additional flowcharts to our Retirement Planning Essentials package.  These two flowcharts can help you and your clients with the complexities, timing, and penalties related to Medicare enrollment.  This brings the total number of…
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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 adore your product. It’s so helpful to my clients and myself. I really like that I could change all the colors to match my logo. It looks fantastic.”
— An advisor in Washington
“I can’t tell you how much I appreciate the Flow Charts you are providing. Helps me feel a little less crazy as an advisor.”
— Tami C, an advisor in Colorado
“Our team has really liked the charts and were particularly pleased with the traditional IRA vs. 401k for a business and the QBI chart.”
— Scott, an advisor in Oregon
“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 think it’s the bees knees! I think it provides me and my clients the most value of any of the services we use at my firm. Everything is well-designed and the amount of material you guys pack into a page without it being overwhelming is AMAZING!”
— An advisor in Kentucky
“ fpPathfinder is great. It's perfect for supplemental content to enhance our marketing efforts.”
— Ray, an advisor in California
“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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