Category: Announcements

Now that our checklists are interactive, we explore the next step in fpPathfinder’s interactive resources evolution: Flowcharts. Flowcharts have proven themselves to be a valuable tool for fpPathfinder members. When you’re answering a client question using a flowchart to navigate…

We’re excited to announce two new resources this month to help you be more diligent in the planning process, plus a recap of timely and updated resources to keep you in-the-know. Details are below: New Checklist: Master List Of Goals…

At fpPathfinder, we are always looking for ways to help you become more diligent in your planning processes. That’s why we are excited to announce a new feature called “Share A Link” that will help you improve your workflow, improve…

There is a LOT going on at fpPathfinder right now. Almost all the resources are being updated for 2021 over the next few weeks.  If there is a particular resource you’re looking for, chances are it will be updated very…

We’re excited to announce two new resources this month to help you be more diligent in the planning process. Details are below: New Checklist: What Issues Should I Consider When Establishing My Charitable Giving Strategy? Many of your clients are…

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…

We have exciting news to share with you…   The integration between fpPathfinder and Wealthbox is here!  Earlier this year, we launched interactive checklists for Premier Members. With this new feature you can: Launch an interactive checklist during a client meeting…

We’re excited to announce two new resources this month to help you be more diligent in the planning process.  Details are below: New Flowchart: Should I Consider Refinancing My Mortgage? When interest rates decline, mortgage refinancing becomes a particularly popular topic.…