fpPathfinder

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

Two New Checklists Are Available


Resource Additions, Announcements

Today we are releasing two new checklists for our members. While our flowcharts cover specific and sometimes technical planning issues, checklists are more high level and designed to make sure advisors don’t miss a planning issue (a brief philosophy of our approach to checklists).

For Essential and Deluxe members, here are the two checklists being released today:

What Issues Should I Consider Before I Update My Estate Plan?  This covers 18 issues and questions to ask your client in helping them decide if their estate plan needs to be updated.

What Issues Should I Consider Before I Retire? This covers 32 questions to ask your client before they retire to make sure no major planning issues are missed.

What do you think of these two new checklists?  Send me an email – I’d love to hear your thoughts.

What Customers Are Saying About Us

Hundreds of other advisors are actively using fpPathfinder. Read what those lovely people have to say about us.
“I had my own internal set of workflows, but by piggybacking fpPathfinder, I've saved who knows how many hours. It's a great product and I'll be a subscriber for years.”
— An advisor in Texas
“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
“The fpPathfinder information is easy to find by topic and has been helpful in prepping for client meetings.”
— An advisor in New York
“My clients and COIs love these. I’ve shown the medicare IRMAA flowchart to a Medicare consultant I work with and she loved it”
— Steve, an advisor in Ohio
“I can't say how much I love the product. It is just great. I recommend it to all my colleagues.”
— Robert, an Advisor in Colorado
“Thanks for having all of these so conveniently put together. We were working on many of these for years, but often could not find the time to keep them updated. This has been a blessing to our firm. ”
— An advisor in Texas
“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
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