fpPathfinder

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

Interactive Flowcharts: The Functionality Expands + The List Grows


Announcements, Feature Annoucements

As part of our continuing interactive flowchart beta test, Premier Members have access to notetaking functionality. Additionally, they have a new interactive flowchart to add to their repertoire.

Add Notes Directly To The Interactive Flowchart

The interactive flowchart beta test launched in February, and our members have provided a lot of great feedback. The most common request has been to add notes directly into the flowchart.

We took the request to our developers, and they brought the concept to life for the group of flowcharts in the beta test. Here’s how it works:

  • Document your client’s “yes” or “no” answers to each question.
  • Add additional notes as you see fit, just like you would have done on the hard copy!
  • When you’re done, click review to see the details and the additional comments you added.
  • You can then:
    • Print the complete and accurate record of your conversation and add it to a physical file.
    • Copy the text and paste it into the client record of your CRM.
    • Document your conversation to the client record with just one click if you have Wealthbox, Redtail, or XLR8 for Salesforce CRM integrations.

Anyone – whether you’re a member or not – can give interactive flowcharts a spin. Start by visiting the “Can I Make A Deductible IRA Contribution?” flowchart. Next, open the interactive version, try it out, and consider the benefits of using it in your practice.

A New Interactive Flowchart

As an added bonus, the “What Will Have The Least Tax Impact: Harvesting Capital Gains or Roth Conversions?” flowchart is now interactive. When you launch the interactive flowchart, you’ll be able to record your client’s responses and document the guidance that fits your client’s circumstances.

The following flowcharts are also interactive:

• Can I Make A Deductible IRA Contribution? (Open access! Give it a try.)
• Can I Make A Backdoor Roth IRA Contribution?
• Should I Consider Refinancing My Mortgage?
• Will I Receive A Step-Up In Basis For This Inherited Property?
• Will The Distribution From My HSA Be Tax & Penalty Free?

Interactive flowcharts are a benefit of Premier Membership. If you’d like to become a member or upgrade your membership, click here to make the most of every opportunity fpPathfinder delivers.

What Customers Are Saying About Us

Hundreds of other advisors are actively using fpPathfinder. Read what those lovely people have to say about us.
“The decision tree format has been immensely helpful. The design is very simple and elegant.”
— Deirdre, an advisor in Massachusetts
“I love your resources, you guys & gals have helped us take our practice to the next level!”
— Trevor, an advisor in California
“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 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
“The resources available are beneficial internally and for clients. The checklists help advisors think outside the box of their knowledge and experience covering a multitude of planning areas. The flowcharts are well laid out visuals for the clients with possible scenarios identified and clear paths to take. fpPathfinders does a nice job updating the resources regularly and communicating to their customer base as well.”
— An advisor in Minnesota
“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
“In client meetings I'm often sharing a checklist regarding a specific topic, and helping clients understand the planning issues, opportunities, and process all very quickly and efficiently.”
— An advisor in Texas
Become a Member

Recent Blog Posts

Sign Up to Receive Updates

Join our mailing list to be updated as we release new flowcharts and checklists that might be of interest.
  • This field is for validation purposes and should be left unchanged.
Close