fpPathfinder

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

Quick Reference Guide With Important Numbers & BONUS Flowchart


Resource Additions, Announcements

We’re excited to announce two new items for our members:

Important Numbers Quick Reference:  There are lots of important numbers that advisors need to keep in mind.  In some cases, those numbers are annual limits and change each year.  Other times, the figures do not change, like the tables to calculate an RMD. Either way, it can be difficult to keep the most important figures fresh in your mind.  In response to this challenge, we’ve created the two-page “Important Numbers” guide.  This quick reference guide covers the most important annual limits as well as figures that are commonly referred to during the year.  And for Deluxe members, it can be white-labeled to match your brand!

Will The Deductibility Of My Retirement Plan Contributions Be Impacted By The QBI Rules?: The QBI deduction rules are complicated. One of the newest planning issues to consider deals with a possible QBI deduction-reduction effect on retirement plan contributions that could impact how small business owners save for retirement. This particular flowchart was developed in collaboration with Jeff Levine and based on the recent Nerd’s Eye View article he wrote covering this topic.
 
What do you think of these two new items?  Send me an email – I’d love to hear your thoughts.

 

Are you unfamiliar with the benefits of our Deluxe membership?

Are you unfamiliar with the benefits of our Deluxe membership? If so, you receive everything from our Essentials membership, plus the following:

  • Ability to add your logo to the upper right-hand corner to flowcharts. This would replace the fpPathfinder logo.
  • Customize flowchart colors to match your brand.  You can pick from our six pre-selected color palettes or (if you’re a stickler for colors) you can match the colors to your unique color scheme using hex color codes.
  • Share your custom white-labeled flowcharts online and through social media channels.
  • Include additional information or disclaimers to the back side of the flowcharts. (Now with an updated design!

Ready to try it out? We have made one of the flowcharts available for you to test-drive white labeling.

What Customers Are Saying About Us

Hundreds of other advisors are actively using fpPathfinder. Read what those lovely people have to say about us.
“Our team has really liked the charts and were particularly pleased with the traditional IRA vs. 401k for a business and the QBI chart.”
— Scott, an advisor in Oregon
“The resources available are beneficial internally and for clients. The checklists help advisors think outside the box of their knowledge and experience covering a multitude of planning areas. The flowcharts are well laid out visuals for the clients with possible scenarios identified and clear paths to take. fpPathfinders does a nice job updating the resources regularly and communicating to their customer base as well.”
— An advisor in Minnesota
“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
“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
“Our firm had been looking for something like this for so many years. A standardized checklist or flowchart of important issues to consider, and a way to integrate the responses into our system. When we stumbled across your service, I couldn't have signed up any quicker. We now use the checklists to conduct monthly webinars about the all of the important topics”
— An advisor in Texas
“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
“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
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