fpPathfinder

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

New Checklists: Getting Married Checklist & Parent Passing Away Checklist


Resource Additions, Announcements

We are excited to release two new checklists for our members. The number of checklists has been growing quickly: we now have 8 checklists available to our members and have one sample checklist available to our non-members!

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

What Issues Should I Consider After Getting Married:  This covers 28 planning issues to identify and questions to ask your client after they get married (or remarried). 

What Issues Should I Consider If My Parent Passed Away: This covers 26 planning issues to identify and questions to ask your client in the event that one of their parents passed away.  This checklist is based on our Spouse Passed Away Checklist, but as you can see, it is framed to consider many of the unique issues a child may have to consider in helping the surviving spouse or administering the estate.

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 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
“It’s brilliant to boil complex planning strategies into a one-page flowchart. It totally beats having to read 4 -5 articles to understand each nuance and exception, especially on the tax issues.”
— Meghan, an advisor in Georgia
“The charts are probably as much value to me (as advisor) as they are when given to a specific client. I know and understand the topics covered, but it can be a lot faster to refresh with a quick glance at the chart’s decision tree vs having to read through regulations”
— Larry, an advisor in Oregon
“ fpPathfinder is great. It's perfect for supplemental content to enhance our marketing efforts.”
— Ray, an advisor in California
“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
“Thank you for creating a robust, yet very practical, planning tool.”
— Andy, an advisor in Florida
“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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