fpPathfinder

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Complimentary Guides
Complimentary Guides:
Can I Make A Deductible IRA Contribution?
Category: Working / Accumulation Phase, Tax Planning, Assets and Investment Planning, General
What Issues Should I Consider If My Spouse Passed Away?
Category: General, Estate Planning, Life Events
Important Milestones
Category: General, Tax Planning, Insurance Planning
What Issues Should I Consider When Harvesting Capital Losses?
Category: Tax Planning, Assets and Investment Planning
What Issues Should I Consider When Reviewing My RMD?
Category: General, Retirement / Decumulation, Life Events
Am I Ready For The New Year?
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Featured
Am I Ready For The New Year?
Category:
Should I Consider Doing A Roth Conversion?
Category: Tax Planning
What Will Have The Least Tax Impact: Harvesting Capital Gains Or Roth Conversions?
Category: Tax Planning, Assets and Investment Planning
What Issues Should I Consider With The Income From My Taxable Non-Qualified Account(s)?
Category: General, Tax Planning, Assets and Investment Planning
Common Deductible Charitable Gifts
Category: Tax Planning, Estate Planning
Important Numbers
Category: Tax Planning

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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.
“The resources available are beneficial internally and for clients. The checklists help advisors think outside the box of their knowledge and experience covering a multitude of planning areas. The flowcharts are well laid out visuals for the clients with possible scenarios identified and clear paths to take. fpPathfinders does a nice job updating the resources regularly and communicating to their customer base as well.”
— An advisor in Minnesota
“The flowcharts give me a lot of confidence. Candidly, I sometimes worry that I might miss something when planning for my clients. The flowcharts give me confidence that I won't.”
— An advisor in Virginia
“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
“I find fpPathfinder to be very helpful. I use the checklists and flowcharts to help prep for every meeting.”
— Ryan, an advisor in New York
“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
“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
“This has been super helpful and I am getting rave reviews in using these flowcharts and checklists”
— Christoper, an advisor in Illinois
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