fpPathfinder

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

Welcome, Guest!
All Guides
My Favorites
Timely Resources
Recently Added
Recently Updated
Categories
General
Cashflow Important Dates & Numbers Recurring New Client Family-Related Service Calendar Debts Caring Loved Ones Divorce Planning College Planning / Funding Deliverable Age-Related Planning 20s-30s Age-Related Planning 40s-50s Age-Related Planning 60s Age-Related Planning 70s
Working / Accumulation Phase
Employee Benefits-related Planning Issues Business Owners Saving For Retirement Stock Options
Retirement / Decumulation
Social Security Healthcare Distributions Misc. Charitable Giving
Tax Planning
Business Owners Review Tax-related Documents Misc Sale of Asset Deductions & Credits Important Tax Concepts & Numbers Taxable Distributions
Insurance Planning
Medicare Property Annuities Life Insurance Long-Term Care Insurance Health Insurance
Estate Planning
Chartible Giving Inheritance Loss of Loved One Step Up Estate Planning Documents
Assets and Investment Planning
HSAs IRAs Annuities House and Home Investments Stock Options
Life Events
Child-Related Job-Related Death Marriage Divorce Sudden Wealth Event Moving/Home-Related Starting Or Selling A Business Starting Social Security Unique Life Event/Other Starting Retirement Medicare-Related Starting RMDs
One-Click Downloads
Full List Of Guides
Topic Bundles
Check out the topic bundles including the Client Service Calendar and client engagement support materials
Email Template
Designed to help advisors introduce our guides to a client.
Feedback & Suggestions
Let us know what you want to see from us next!
Support
Need help with something? Checkout our our FAQs.
My Account
Edit your settings and view your plan details.
What can we help you find today?
Browse through our collection of guides below or search and filter to find what you're looking for. As a best practice choose one keyword to start.
Tags:
Favorite
Timely
New
Updated
Clear Search
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
What Issues Should I Consider When Harvesting Capital Losses?
Category: General, Tax Planning, Assets and Investment Planning
What Issues Should I Consider When Reviewing My RMD?
Category: General, Retirement / Decumulation, Life Events
Featured
Featured Guides:
What Issues Should I Consider When Using A Reverse Mortgage?
Category: General, Assets and Investment Planning
What Issues Should I Consider When Reviewing Cash Flow?
Category: General
What Issues Should I Consider When Dealing With High Inflation?
Category: General
Important Numbers
Category: General, Tax Planning
What Issues Should I Consider When Selling My Home?
Category: Tax Planning, Assets and Investment Planning, Life Events
What Issues Should I Consider When Buying A Home?
Category: Assets and Investment Planning, General, Life Events

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 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
“I just utilized one of the Roth flowcharts live on the phone with a client. It worked perfectly!”
— Rick, a financial advisor
“fpPathfinder is fantastic. I really can't find any flaws.”
— Joshua, an advisor in Pennsylvania
“This has been super helpful and I am getting rave reviews in using these flowcharts and checklists”
— Christoper, an advisor in Illinois
“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
“I really love the concept of fpPathfinder because I spend so much time reinventing the wheel when communicating planning concepts to clients. Moreover, the flowchart format can be used time and time again to produce consistent results.”
— Kevin P, an advisor in Illinois
“I can’t tell you how much I appreciate the Flow Charts you are providing. Helps me feel a little less crazy as an advisor.”
— Tami C, an advisor in Colorado
Become a Member

Recent Blog Posts

Sign Up to Receive Updates

Join our mailing list to be updated as we release new flowcharts and checklists that might be of interest.
  • This field is for validation purposes and should be left unchanged.