fpPathfinder

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

Category: Announcements

Share Link Options: Member Feedback Comes To Life

For some time, members have asked fpPathfinder for a feature that allows them to remove checklist questions. Because we are as deliberate as our members are diligent, we carefully evaluated the request to develop a solution that balances advisor needs…
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Unexpected Expenses: A Checklist Drives Funding Decisions

Unexpected expenses are an inevitable part of life. If you haven’t had a call like this, you will: “My car was totaled. It’s OK. Everyone’s fine. But we didn’t expect to have to buy a new car right now.”  Unexpected…
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New Year, New Financial Resolutions

January 1 always feels like starting a new book that we get to write. The pages are blank, and we can start from scratch. That’s probably why we all make lifestyle and financial resolutions. Everything feels achievable in the new…
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A Financial Planning Checklist: Cash Flow

The cash comes in. The cash goes out. We’re all familiar with how cash flow works. However, your clients may not have taken steps to track and manage this crucial piece of their financial plans. That’s why we’ve created a…
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The Financial Planning Process: Powered by Partnerships, Integrations, & Interactive Features

At fpPathfinder, we’re committed to facilitating more diligent, actionable planning conversations. In addition to checklists and flowcharts, our team delivers on our promise through strategic partnerships, CRM integrations, and interactive features that streamline the financial planning process.  Strategic Partnerships CFP®-led…
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Three Updated Flowcharts

As part of fpPathfinder’s ongoing commitment to our members, we systematically review our ever-increasing roster of checklists, flowcharts, and summary guides. As a result, they are subject to updates. Updated Flowcharts Please take a moment to download the newest versions…
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Donor Advised Funds: A Flowchart To Inform Strategic Giving

When you help your clients optimize their charitable giving and tax deductions, your advice makes a difference to them personally and financially. However, with the increased standard deduction, fewer of your clients are likely itemizing. Accordingly, they may not be…
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Two Updated Guides

As part of fpPathfinder’s ongoing commitment to our members, we systematically review our ever-increasing roster of checklists, flowcharts, and summary guides. As a result, they are subject to updates. Updated Guides Please take a moment to download the newest versions…
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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.
“fpPathfinder is one of a few tools that I use most often in my practice. It has improved my process and the client outcomes.”
— An advisor is Texas
“In client meetings I'm often sharing a checklist regarding a specific topic, and helping clients understand the planning issues, opportunities, and process all very quickly and efficiently.”
— An advisor in Texas
“fpPathfinder is fantastic. I really can't find any flaws.”
— Joshua, an advisor in Pennsylvania
“Our firm had been looking for something like this for so many years. A standardized checklist or flowchart of important issues to consider, and a way to integrate the responses into our system. When we stumbled across your service, I couldn't have signed up any quicker. We now use the checklists to conduct monthly webinars about the all of the important topics”
— An advisor in Texas
“The decision tree format has been immensely helpful. The design is very simple and elegant.”
— Deirdre, an advisor in Massachusetts
“I love these checklists and flowcharts! They are very useful and helpful in making sure I am covering all (or at least most) points regarding a specific topic.”
— Michael, an advisor in Pennsylvania
“I just utilized one of the Roth flowcharts live on the phone with a client. It worked perfectly!”
— Rick, a financial advisor
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