Category: Announcements

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 Reviewing My Investments? This checklist helps guide your conversations with clients…

Two New Resources Are Available: We’re excited to announce two new resources this month centered around Student Loans.  This topic is one of the most requested topics right now. That’s not surprising since student loans have become very complicated and are…

We’re continuing our efforts to review and update all of the checklists and flowcharts.  Below is our biggest batch yet to be updated – 25 resources!  In most cases, the changes are being made to improve clarity or to be…

We’re excited to release two new checklists today.  One is centered around the unique financial planning issues that arise when someone is starting a business.  The other deals with issues associated with identity theft and fraud, which has spiked in…

How interactive checklists can help during busy times  This newsletter is full of helpful insights to help you run your firm more effectively. This week we share: How “interactive checklists” can make advisors lives easier during this busy time Note-taking…

Two New Resources Available.  We have two new resources available that are particularly relevant.  Both deal with conversations that many advisors are having with their clients.  We’re also excited to be in the midst of reviewing and updating almost all…

Since fpPathfinder’s launch in 2018, advisors have shared tons of positive feedback about using our checklists and flowcharts to be more diligent in their financial planning process. However, after 1600+ advisors were using the membership, we had an important request…

The conversations advisors are having with their clients are very difficult right now.    Depending on the client, you could be having a conversation about any number of sensitive topics such as…  Clients wanting to abandon their investment strategy Losing…