fpPathfinder

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

Podcast Interview and Checklist Recap


In The Press

Recently, Michael Lecours was invited onto the Advisor Success Series Podcast hosted by Matt Shute of 3D Asset Management. Michael and Matt dug into several issues including:

  • The frustration that led to Michael creating fpPathfinder
  • The types of advisors that Michael expected to become members versus the types of members that actually became members
  • How checklists and flowcharts are being used by advisors and the role that they are playing in an advisory practice
  • Sources of inspiration in developing checklists
  • Best book to read if you want to nerd-out on checklists

Listen to it yourself (it’s only 30 minutes!) 

 

Checklist Recap

Since it’s been a hectic few months due to tax season, we wanted to take a moment and recap the checklists that have come out so far.  We will continue to focus on checklists for the foreseeable future as a result of member requests.  Below is our current checklist lineup:

What Issues Should I Consider Before I Update My Estate Plan?

What Issues Should I Consider Before I Retire?

What Issues Should I Consider If My Spouse Passed Away?

What Issues Should I Consider If My Spouse Has Been Diagnosed With A Terminal Illness?

What Customers Are Saying About Us

Hundreds of other advisors are actively using fpPathfinder. Read what those lovely people have to say about us.
“The flowcharts give me a lot of confidence. Candidly, I sometimes worry that I might miss something when planning for my clients. The flowcharts give me confidence that I won't.”
— An advisor in Virginia
“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
“With working from home most of 2020, we wanted to still catch some face time with our clients. We used the checklists and flowcharts to conduct webinars covering various topics. In fact, having the charts readily available, we were able to do many of these on a weekly basis, knowing the material was pretty much already established. We had such great feedback that we are continuing the webinars into 2021. We have many that actually look forward to our meeting times, and found being able to have the flowchart or checklist available to work on their own later was an added bonus.”
— An advisor in Texas
“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
“Love the Redtail integration - it’s been instrumental in my prep for my client reviews. I’m finding my self being over-prepared because of the robust lists which is great.”
— Don, and advisor in California
“I love the flowcharts and have found them very helpful in guiding clients on complicated planning issues. The charts are easy to follow and help navigate through difficult decisions based on clients' unique circumstances.”
— Jason, an advisor in Illinois
“The fpPathfinder information is easy to find by topic and has been helpful in prepping for client meetings.”
— An advisor in New York
Become a Member

Recent Blog Posts

Sign Up to Receive Updates

Join our mailing list to be updated as we release new flowcharts and checklists that might be of interest.
  • This field is for validation purposes and should be left unchanged.
Close