fpPathfinder

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

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Tax Planning
Important Tax Concepts & Numbers Roth Conversions Capital Gains And Losses, Dividends, And Asset Sales Tax Returns Tax Payments & Pay Stub Review Basis Issues Stock Options, RSUs, And ESPP 1031 & 1035 Exchanges NUA QBI TCJA Sunset
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Secure Act 2.0 TCJA Sunset
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Creating An Estate Plan Reviewing An Estate Plan Closing An Estate Creating A Charitable Giving Plan Charitable Giving Strategies
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Cash Flow & Budgeting Debts & Mortgages
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IRAs & Retirement Plans
Traditional & Roth IRA Contributions Traditional & Roth IRA Distributions Inherited Traditional & Roth IRAs Roth Conversions Pensions 401(k) Plans SEP & SIMPLE IRAs
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Brokerage Accounts Annuities 529 Accounts HSAs Rental Real Estate
Investment Review & Market Events
Investment Review Market Events
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Preparing for Retirement Social Security Medicare RMDs
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What can we help you find today?
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Complimentary Guides
Complimentary Guides:
Deductible IRA Contribution Rules
Category: IRAs & Retirement Plans
Death Of Spouse Issues
Category: Important Life Events & Decisions
Important Milestones
Category: Client Meetings & Client Service Calendar
Harvesting Capital Losses Issues
Category: Tax Planning, Non-Retirement Accounts & Assets
Required Minimum Distribution (RMD) Issues
Category: Client Meetings & Client Service Calendar, Retirement/Decumulation
Featured
Social Security Fairness Act Rules
Category: Retirement/Decumulation
Taxation Guide To Withdrawals And Income Sources
Category: Tax Planning
Inherited Roth IRA Distribution Rules
Category: IRAs & Retirement Plans
Tax Return Review (Retired)
Category: Tax Planning, Client Meetings & Client Service Calendar
Tax Return Review (Still Working)
Category: Tax Planning, Client Meetings & Client Service Calendar
Master List Of Goals
Category: Client Meetings & Client Service Calendar

What Customers Are Saying About Us

Hundreds of other advisors are actively using fpPathfinder. Read what those lovely people have to say about us.
“In client meetings I'm often sharing a checklist regarding a specific topic, and helping clients understand the planning issues, opportunities, and process all very quickly and efficiently.”
— An advisor in Texas
“I love the new "share a link" feature. This has made it much easier to send flowcharts and checklists to our clients. Thanks for the add!”
— An advisor in Texas
“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
“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
“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
“ fpPathfinder is great. It's perfect for supplemental content to enhance our marketing efforts.”
— Ray, an advisor in California
“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
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