Hundreds of other advisors are actively using fpPathfinder. Read what those lovely people have to say about us.
“This has been super helpful and I am getting rave reviews in using these flowcharts and checklists”
— Christoper, an advisor in Illinois
“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
“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
“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
“I find the flowcharts and checklists helpful for content and for presenting topics to clients. It is a streamlined approach to presenting information and while complex, it also demonstrates the value the advisor brings to the client in helping them navigate these complex situations.”
— An Advisor from California
“You just continue to put out great content on fpPathfinder. The 'What Issues Should I Consider Before The End Of The Year' checklist is fantastic.”
Upgrade to Deluxe for Single Report Access or Premier Membership for full access. Premier Members can unlock the capability to scale your client communications with the CSV upload that generates client-specific PDFs. View a Demo here.