fpPathfinder

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

Two New Checklists Are Available: Client Annual Review & Closing An Estate


Resource Additions, Announcements

We are excited to release two new checklists for our members. While our flowcharts cover specific and sometimes technical planning issues, checklists are more high level and are 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 Closing The Estate:  This covers 23 issues and questions to ask your client in helping them decide if they can close the estate for a loved one.

Issues to Consider In A Client Annual Review Meeting: This covers 40 questions to ask your client during a client annual review meeting to uncover possible planning issues.

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 think fpPathfinder is the best tool I’ve ever seen in the financial planning realm. I spend an unbelievable amount of time researching some of these issues that have been boiled down to one page: consulting with other experts, citing specific sources as a backup, reviewing my work, and coming to a final conclusion.”
— Jeff S, an advisor in Missouri
“The decision tree format has been immensely helpful. The design is very simple and elegant.”
— Deirdre, an advisor in Massachusetts
“Overall, I have really enjoyed the service as it makes teaching and educating people much simpler. ”
— Michael, an advisor in California
“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
“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
“I just met with a client who had a question regarding her eligibility for Social Security benefits. We went through the flowcharts answering each question and following the lines. She looked at me and said 'This is great, it was so much easier to use this than trying to go through all the literature that Social Security offers. Thank you so much.'”
— Ben G, an advisor in Wisconsin
“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
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