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 find fpPathfinder to be very helpful. I use the checklists and flowcharts to help prep for every meeting.”
— Ryan, an advisor in New York
“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 think it’s the bees knees! I think it provides me and my clients the most value of any of the services we use at my firm. Everything is well-designed and the amount of material you guys pack into a page without it being overwhelming is AMAZING”
— An advisor in Kentucky
“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
“I love the new "share a link" feature. This has made it much easier to send flowcharts and checklists to our clients. Thanks for the add!”
— An advisor in Texas
“Your software and platform are awesome and super helpful to me and my clients”
— Clinton, an Advisor in New York
“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
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