fpPathfinder

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

Category: Best Practices

Popular Checklists and Flowcharts

“Which guides are most popular among members?” Our team frequently hears this question. With nearly 100 different checklists, flowcharts, and reference guides, there are a lot of choices. To give you quick access to often-used guides, we offer the Popular…
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Using Financial Planning Checklists Within Your Team

If you work as a team with other advisors, checklists may offer an appealing solution that can help you add more structure to the advice you provide to your clients. This becomes a big obstacle facing advisory firms as they…
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Incorporating fpPathfinder Resources To Support Your Financial Plans

Do you send PDF reports to your clients that summarize their financial plan? Most of the major financial planning tools (eMoney, MoneyGuide, and Right Capital) offer a variety of report options to help illustrate how well the client is on…
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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.
“This has been super helpful and I am getting rave reviews in using these flowcharts and checklists”
— Christoper, an advisor in Illinois
“My clients and COIs love these. I’ve shown the medicare IRMAA flowchart to a Medicare consultant I work with and she loved it”
— Steve, an advisor in Ohio
“You are making all of our lives easier...and more importantly, our clients.”
— Jeff, an advisor in California
“Your software and platform are awesome and super helpful to me and my clients”
— Clinton, an Advisor in New York
“fpPathfinder is the only planning tool that tries to address all of the obstacles facing our clients”
— Cathy Curtis, Curtis Financial Planning
“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 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
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