fpPathfinder

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

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Am I At Risk Of Having My Identity Stolen Or Being A Victim Of Fraud?

In the midst of the current global pandemic, there has been an increase in fraudulent and criminal activity. Now more than ever, your clients may be targeted financially through a variety of schemes. This checklist helps guide the conversation regarding common threats and scams, ensuring that your clients are informed and actively protecting their identity and assets.

This checklist covers:

  • Ways to minimize cyber threats
  • Tips to identify common scams
  • Steps to take if a client suspects unlawful activity
Related Guides
What Documents Do I Need To Keep On File?
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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.
“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 decision tree format has been immensely helpful. The design is very simple and elegant.”
— Deirdre, an advisor in Massachusetts
“This has been super helpful and I am getting rave reviews in using these flowcharts and checklists”
— Christoper, an advisor in Illinois
“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
“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.”
— Chris, an advisor in Illinois
“fpPathfinder is fantastic. I really can't find any flaws.”
— Joshua, an advisor in Pennsylvania
“It's hands-down the best collection of client-facing resources I've found anywhere. The checklists are amazing too, to make sure I'm not forgetting anything in a review.”
— An advisor in Kentucky
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