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
New Client Review
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…
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Client Annual Review
Client Annual Review
Updated 12/1/2024 Issues To Consider In Client Annual Review Meeting. 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…
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Retirement Issues
Pre-Retirement Issues
Updated 12/1/2024 What Issues Should I Consider Before I Retire? 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…
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Investment Review
Investments Review
Updated 12/1/2024 What Issues Should I Consider When Reviewing My Investments? Whether you are advising novice or experienced investors, it is critical to review their investment portfolios as part of the financial planning process. Particularly…
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Mortgage Refinance
Mortgage Refinance Decisions
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…
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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
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
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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
End Of The Year Planning Issues
Updated 12/1/2024 What Issues Should I Consider Before The End Of The Year? The end of the year provides a number of planning opportunities and issues for financial advisors to discuss with their clients. Year-end…
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New Client Checklist
New Client Review
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…
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Annuity Or Lump Sum
Pension Options Decisions
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…
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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.
“You are making all of our lives easier...and more importantly, our clients.”
— Jeff, an advisor in California
“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
“Thank you for creating a robust, yet very practical, planning tool.”
— Andy, an advisor in Florida
“Your software and platform are awesome and super helpful to me and my clients”
— Clinton, an Advisor in New York
“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 love your resources, you guys & gals have helped us take our practice to the next level!”
— Trevor, an advisor in California
“fpPathfinder is the only planning tool that tries to address all of the obstacles facing our clients”
— Cathy Curtis, Curtis Financial Planning
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