fpPathfinder

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

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Complimentary Guides
Complimentary Guides:
Deductible IRA Contribution Rules
Category: IRAs & Retirement Plans
For Premier Members only For Premier Members only
Death Of Spouse Issues
Category: Important Life Events & Decisions
For Premier Members only For Premier Members only
Important Milestones
Category: Client Meetings & Client Service Calendar
For Premier Members only For Premier Members only
Harvesting Capital Losses Issues
Category: Tax Planning, Non-Retirement Accounts & Assets
For Premier Members only For Premier Members only
Required Minimum Distribution (RMD) Issues
Category: Client Meetings & Client Service Calendar, Retirement/Decumulation
For Premier Members only For Premier Members only
Featured
Common Savings Accounts For Children
Category: Important Life Events & Decisions
For Premier Members only For Premier Members only
RMD Tables Summary Guide
Category: Retirement/Decumulation
For Premier Members only For Premier Members only
High Inflation Issues
Category: Investment Review & Market Events
For Premier Members only For Premier Members only
Updating An Estate Plan
Category: Estate Planning & Charitable Giving, Client Meetings & Client Service Calendar
For Premier Members only For Premier Members only
Longevity Risk & Outliving Assets
Category: Retirement/Decumulation
For Premier Members only For Premier Members only

What Customers Are Saying About Us

Hundreds of other advisors are actively using fpPathfinder. Read what those lovely people have to say about us.
“It’s one of the best software products I have seen. It’s exactly what I have been looking for and trying to build internally. Well done!!!”
— Kate, an advisor in Florida
“The white-label feature in Deluxe is really fantastic. It is really powerful to talk through the decision tree with a client with our logo & color options on the chart, frankly, because it makes us look smarter!”
— Bill, an advisor in New York
“fpPathfinder is the only planning tool that tries to address all of the obstacles facing our clients”
— Cathy Curtis, Curtis Financial Planning
“The charts are probably as much value to me (as advisor) as they are when given to a specific client. I know and understand the topics covered, but it can be a lot faster to refresh with a quick glance at the chart’s decision tree vs having to read through regulations”
— Larry, an advisor in Oregon
“The flowcharts have helped a lot in recent discussions with the changing markets, providing us with confidence that our clients are getting the best, most accurate information.”
— Matthew, an advisor in Georgia
“These tools look great. They will really help me share quality content with those I assist and will allow us to reduce errors. Furthermore, these tools really help our teams look professional and solidify us as true planners”
— Shane, an advisor
“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
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