• Member Section
  • Support
  • About Us
  • Blog

fpPathfinder

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

  • Member Section
  • Support
  • About Us
  • Blog
  • Become a Member
    Log In

New Feature: Suggest & Vote For New Flowcharts

August 15, 2018
Announcements, Feature Annoucements

You can now help set the direction of fpPathfinder with the release of our latest feature.

We have created a new section on our site where you can post ideas for future flowcharts and checklists. In addition, you can upvote the suggestions that others have made. We will then create flowcharts (and eventually checklists) based on the suggestions that receive the most upvotes.

Do you have a topic that you want to see us cover? Head over to our new Suggest a Flowchart section and let us know. Perhaps it’s already been suggested, in which case you can upvote it. And once it becomes clear to us that there is a popular topic and in high demand, we’ll mark it as “Planned” and get to work!

To get the ball rolling, we’ve added some of the most commonly requested topics to date from members.

What do you think of this new feature? Is there anything that should be included? Send me an email directly with any ideas or feedback.

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.

Categories

  • Service Guides – Linked
    • Guide Bundles
    • Timely Conversations
    • Age-Related Planning
    • Money In Motion
    • Top 10 Most Popular Resources
    • Client Service Calendar
  • How Advisors Use The Checklists and Flowcharts
    • Best Practices
    • Getting Started
    • Marketing
    • Planning Management
  • Announcements
    • Company Announcements
    • Resource Additions
    • Feature Annoucements
    • Updated Resources
  • In The Press

Become a Member

See how our flowcharts and checklists help you navigate complex financial planning questions.
Become a Member

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 great. It's perfect for supplemental content to enhance our marketing efforts.”
— Ray, an advisor in California
“One client just said 'Wow, thank you for this. I would have screwed up my retirement if not for this.'”
— David, an advisor in NY
“You are making all of our lives easier...and more importantly, our clients.”
— Jeff, an advisor in California
“Our team has really liked the charts and were particularly pleased with the traditional IRA vs. 401k for a business and the QBI chart.”
— Scott, an advisor in Oregon
“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 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
“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
Become a Member
  • Become a Member
  • Member Section
  • Blog
  • TOS & Privacy Policy
  • Suggest a Flowchart or Checklist
  • Careers: We’re Hiring

Recent Blog Posts

  • A Client Engagement Strategy
  • Lease Or Buy: The Automobile Question
  • Home-Specific Bundle: 3 Guides
  • Pump Up Your Marketing

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.

Have a question, idea, comment, or see an error? We want to know! Email us at support@fppathfinder.com!

Copyright © 2026 fpPathfinder, All rights reserved.

Easily and quickly provide guidance to your clients. Then properly document your conversation or meeting.

Upgrade to Premier to use an interactive checklist and integrate with Redtail and Wealthbox.

Learn More

Feature your expertise by putting flowcharts and checklists with your brand in front of your clients and prospects.

Upgrade to Deluxe or Premier to white label the resources.

Learn More

Save time by downloading all the checklists and flowcharts with one click.

Upgrade to Deluxe or Premier to download all the resources with one click.

Learn More

Close
Retry