fpPathfinder

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

Updated Resources: The American Rescue Plan Act of 2021


Announcements, Updated Resources

When The American Rescue Plan Act of 2021 was signed into law on March 11, 2021, we went to work to understand how various provisions affected the checklists and flowcharts our members have come to rely on. As a result of that work, we updated the following resources:

If you’ve been considering membership, now is the time to invest in yourself and your business. As the rules change, you can count on fpPathfinder to stay on top of them so you can spend your time doing what you do best: helping your clients plan for the future.

Learn more about the benefits of membership here. 

What Customers Are Saying About Us

Hundreds of other advisors are actively using fpPathfinder. Read what those lovely people have to say about us.
“fpPathfinder is one of a few tools that I use most often in my practice. It has improved my process and the client outcomes.”
— An advisor is Texas
“The decision tree format has been immensely helpful. The design is very simple and elegant.”
— Deirdre, an advisor in Massachusetts
“What you guys have created is pretty badass! I’ve used your material for both client meetings and prospective clients.”
— An advisor in California
“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
“I just utilized one of the Roth flowcharts live on the phone with a client. It worked perfectly!”
— Rick, a financial advisor
“I love these checklists and flowcharts! They are very useful and helpful in making sure I am covering all (or at least most) points regarding a specific topic.”
— Michael, an advisor in Pennsylvania
“This has been super helpful and I am getting rave reviews in using these flowcharts and checklists”
— Christoper, an advisor in Illinois
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