fpPathfinder

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

Member Orientation

Answer a few questions and we will make recommendations to help you get started with fpPathfinder!

Based on your answers, here are a few resources and guides to help you get started with fpPathfinder!

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New Client Checklist
Issues To Consider As A New Client
A client’s initial experience in working with you is very important.  It sets the stage for what the client should expect in the future.  One way to enhance the initial experience is to ask the…
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Client Annual Review
Issues To Consider In Client Annual Review Meeting
Updated 12/1/2024 This checklist covers 40 of the most important planning issues to identify and consider during a client annual review meeting. It’s structured as follows: Cash Flow Issues Asset & Debt Issues Insurance Planning…
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Retirement Issues
What Issues Should I Consider Before I Retire?
Updated 12/1/2024 This checklist covers 32 of the most important planning issues to identify and consider for a client who is about to retire.  It’s structured as follows: Cash Flow Issues Health Insurance Issues Asset…
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Investment Review
What Issues Should I Consider When Reviewing My Investments?
Updated 12/1/2024 Whether you are advising novice or experienced investors, it is critical to review their investment portfolios as part of the financial planning process. Particularly during times of uncertainty and volatility, a portfolio review…
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Mortgage Refinance
Should I Consider Refinancing My Mortgage?
When interest rates decline, mortgage refinancing becomes a particularly popular topic. However, there are several other good reasons for clients to consider refinancing, including an increase in their credit score or home value, or the…
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How to Use Checklists & Flowcharts

To help you more fully incorporate checklists and flowcharts into your practice, we’ve outlined many different strategies to consider. This new guide, “How To Use These Checklists & Flowcharts,” will step you – and your team – through various methods…
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Picking the Right Resources to Share with a Prospective Client

One step to making a good first impression with a prospective client involves asking important questions. Some advisors think of their first meeting with a prospective client as a blank canvas of opportunity and chances are, the prospective client is…
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Picking the Right Resources to Share with Your Retired Clients

There are a multitude of planning opportunities for clients who are in the process of retiring. But there are also lots of planning opportunities that should be considered for clients that have been retired for some time. Many of those…
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Quick Reference Guide
Important Numbers
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Related Guide: AGI/MAGI Summary Guide There are lots of important numbers that advisors need to keep in mind. In some cases, those numbers are annual limits that change each year. Other times, the figures do…
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Planning Goals
Master List Of Goals
Related Webinar: Expanding Opportunities: Mastering Client Goal Setting for Financial Success Goal setting is fundamental to sound financial planning. Whether you’re meeting with new or long-term clients, it is essential to identify and prioritize their…
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End-Of-Year Issues
What Issues Should I Consider Before The End Of The Year?
Updated 12/1/2023 **This guide has been updated to incorporate new changes made by The SECURE Act 2.0 that are effective for the 2024 year. Any SECURE Act 2.0 changes that are effective for 2025 will…
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New Client Checklist
Issues To Consider As A New Client
A client’s initial experience in working with you is very important.  It sets the stage for what the client should expect in the future.  One way to enhance the initial experience is to ask the…
View Resource
Annuity Or Lump Sum
Should I Take My Pension As A Lump Sum?
Although increasingly rare, employer pensions can make up a considerable portion of your clients’ expected retirement benefits. Whether they are nearing retirement or are already receiving ongoing pension payments, clients may have the option to…
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How To Incorporate Checklists & Flowcharts Into Your Marketing Efforts

As a productive advisor whose time is best spent serving clients, consistently feeding your marketing pipeline can fall down the priority list. It’s understandable, and we get it.  However, when we learned many of our members were incorporating our checklists…
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Use Checklists And Flowcharts To Enhance Your Planning Process (A Seven-Part Series)

Use Checklists And Flowcharts To Enhance Your Planning Process: Part 1 of 7 A growing trend among financial advisors is to break the typical financial planning process into a series of smaller planning engagements with clients throughout the year. The…
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How Do I Use These Resources In A Client Meeting?

There are lots of great ways to use the resources from fpPathfinder with your clients in meetings. Oftentimes, it depends on your own preferences. It may take a little experimenting before you find an approach that is right for you.…
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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 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
“I love the flowcharts and have found them very helpful in guiding clients on complicated planning issues. The charts are easy to follow and help navigate through difficult decisions based on clients' unique circumstances.”
— Jason, an advisor in Illinois
“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 think fpPathfinder is the best tool I’ve ever seen in the financial planning realm. I spend an unbelievable amount of time researching some of these issues that have been boiled down to one page: consulting with other experts, citing specific sources as a backup, reviewing my work, and coming to a final conclusion.”
— Jeff S, an advisor in Missouri
“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 all the aspects of running a business, working with varying client scenarios, and knowing how much information is available, I like being able to look at a flowchart and just see what I need to see.”
— Mike, a financial advisor
“ fpPathfinder is great. It's perfect for supplemental content to enhance our marketing efforts.”
— Ray, an advisor in California
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