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.
“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
“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
“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
“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
“fpPathfinder has been critical in my execution of financial planning. They provide well thought resources for when clients face specific problems, and I use them over and over again.”
— Roger Whitney, CFP®️, CIMA®️, CPWA®️
“I love fpPathfinder. I use it nearly every day. Clients think it is very clear and easy to understand and it has increased our credibility.”
— An advisor in Utah
“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
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