fpPathfinder

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

Category: Resource Additions

A Checklist To Guide The Annuity Strategy Conversation

As your clients plan for retirement, they may be curious about how to secure a predictable income stream. At that point, annuities can become a hot topic for them, and you can help guide the analysis to support solid decision-making. …
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Interstate Moves Bring Planning Opportunities & There’s A (New) Checklist For That

Whether a person leaves a congested urban area for the high plains or waves goodbye to the muggy Midwest for the arid desert, moving somewhere new has a certain romance to it. Romance aside, there are financial implications to relocation…
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Restricted Stock Units: A New Checklist In The Equity Compensation Series

As businesses begin to open up and your clients head back to their offices (or decide not to), equity compensation will be a hot planning topic. Restricted Stock Units (RSUs) are an increasingly popular form of equity comp, which has…
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The Kids Are (Or Will Be) Alright: Checklists For The Next Generation

Your clients’ children — whether young or grown — will have their individual financial needs sooner than later. For some families, you can be the professional who leads financial literacy conversations and cement multi-generational relationships. For others, you can lead…
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New Flowcharts Help Advisors & Clients Tackle Tough Questions

Does your business-owner client need a SEP or a SIMPLE IRA? Will your clients experience the least tax impact if they harvest capital gains or make Roth conversions? This month’s new flowcharts help clients consider the factors that are critical…
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New Flowchart, 2021: Do I Need To Start Making Estimated Federal Income Tax Payments?

It’s never a great experience for clients when they get to the tax return preparation and filing stage of the process only to learn they’ve been underpaying all year. There’s not a single person who likes to pay unnecessary penalties.…
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New Checklists, 2021: How Might President Biden’s Tax Plan Affect Mass Affluent and HNW Clients

With a new administration comes a new tax plan, and your clients will have questions. The new checklists — one for mass affluent clients and the other for HNW clients — will help you lead and guide productive conversations.  Throughout…
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Behavioral Bias Flowcharts: Resources to Guide Conversations

Getting to the root of client reluctance can be one of the trickiest parts of your role as an advisor. You might find it difficult to explain to clients why certain assets should (or should not) be in their portfolio.…
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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 just met with a client who had a question regarding her eligibility for Social Security benefits. We went through the flowcharts answering each question and following the lines. She looked at me and said 'This is great, it was so much easier to use this than trying to go through all the literature that Social Security offers. Thank you so much.'”
— Ben G, an advisor in Wisconsin
“This is probably the best money I have ever spent. I love fpPathfinder!”
— Phillip, an advisor in North Carolina
“Having been trained in a CPA firm, checklists were how everything was done, I was amazed to learn how little checklists were utilized in FP [Financial Planning]. I had created my own but FP Pathfinder has outdone me in creating current issue lists and updates. This is a must for any advisor. ”
— Advisor from California
“With working from home most of 2020, we wanted to still catch some face time with our clients. We used the checklists and flowcharts to conduct webinars covering various topics. In fact, having the charts readily available, we were able to do many of these on a weekly basis, knowing the material was pretty much already established. We had such great feedback that we are continuing the webinars into 2021. We have many that actually look forward to our meeting times, and found being able to have the flowchart or checklist available to work on their own later was an added bonus.”
— An advisor in Texas
“I can't say how much I love the product. It is just great. I recommend it to all my colleagues.”
— Robert, an Advisor in Colorado
“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
“My clients and COIs love these. I’ve shown the medicare IRMAA flowchart to a Medicare consultant I work with and she loved it”
— Steve, an advisor in Ohio
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