fpPathfinder

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

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Reviewing An Estate Plan (July and August)

Part 5 of 7 from the Series: Use The Checklists and Flowcharts To Enhance Your Planning Process. Updating an estate plan may not be one of the highest priorities for your clients, but you can help them to keep it…
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Reviewing Insurance Coverage (September and October)

Part 6 of 7 from the Series: Use The Checklists and Flowcharts To Enhance Your Planning Process. This email invites the client to reach out to you to discuss insurance coverage and possible gaps. The “What Issues Should I Consider…
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Reviewing End-Of-Year Planning Opportunities (November and December)

Part 7 of 7 from the Series: Use The Checklists and Flowcharts To Enhance Your Planning Process. A very important area to review are all the issues that are typically addressed at the end of the year. The email outlines…
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New Resources: Medicare Coverage During Open Enrollment Flowchart & Nonqualified Stock Options Checklist

We’re excited to announce two new resources this month (and one updated resource) to help you be more diligent in the planning process. Details are below: New Flowchart: Should I Change My Medicare Coverage During Open Enrollment? Many of your…
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Wealthbox + fpPathfinder: The Integration Is Here!

We have exciting news to share with you…   The integration between fpPathfinder and Wealthbox is here!  Earlier this year, we launched interactive checklists for Premier Members. With this new feature you can: Launch an interactive checklist during a client meeting…
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Picking the Right Resources to Share with a Prospective Client

One step to making a good first impression with a prospective client involves asking important questions. Some advisors think of their first meeting with a prospective client as a blank canvas of opportunity and chances are, the prospective client is…
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New Resources: Mortgage Refinancing Flowchart & Sudden Wealth Event Checklist

We’re excited to announce two new resources this month to help you be more diligent in the planning process.  Details are below: New Flowchart: Should I Consider Refinancing My Mortgage? When interest rates decline, mortgage refinancing becomes a particularly popular topic.…
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New Resources: Investment Review & Roth 401(k) Contributions

We’re excited to announce two new resources this month to help you be more diligent in the planning process.  Details are below: New Checklist: What Issues Should I Consider When Reviewing My Investments? This checklist helps guide your conversations with clients…
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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 flowcharts have helped a lot in recent discussions with the changing markets, providing us with confidence that our clients are getting the best, most accurate information.”
— Matthew, an advisor in Georgia
“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
“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
“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
“fpPathfinder is the only planning tool that tries to address all of the obstacles facing our clients”
— Cathy Curtis, Curtis Financial Planning
“The decision tree format has been immensely helpful. The design is very simple and elegant.”
— Deirdre, an advisor in Massachusetts
“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
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