fpPathfinder

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

This page is here as a placeholder for the checklist feature. It will be removed once the feature is complete.
FPP Accounts for each CRM
XLR8 - stacia+XLR8@fppathfinder.com
Salesforce - stacia+salesforce@fppathfinder.com
Wealthbox - stacia+wb@fppathfinder.com
Redtail - stacia+rt@fppathfinder.com

To test, log in and visit: This Link
If results are empty, maybe steal access tokens from production and put them in the test database.

Deployed Checklists

Create New Checklist From Scratch
Title Created At Respondents Deployed Link
What Documents Do I Need To Keep On File? (2022) 2024-04-26 12:50:28 View Public - Respond
Responses
clayton@shoutitlouder.com
clayton@shoutitlouder.com
clayton@shoutitlouder.com
clayton@shoutitlouder.com
clayton@shoutitlouder.com
clayton@shoutitlouder.com
clayton@shoutitlouder.com
clayton@shoutitlouder.com
clayton@shoutitlouder.com
No Title 2024-11-13 21:00:01 View Public - Respond
No Title 2024-11-13 23:54:12 View Public - Respond
No Title 2024-11-13 23:56:36 View Respondents
Heather - heather@fppathfinder.com - Respond
No Title 2024-11-14 00:05:23 View Public - Respond
No Title 2024-11-14 15:54:29 View Public - Respond
No Title 2024-11-14 15:55:05 View Public - Respond
No Title 2024-11-14 15:55:48 View Public - Respond
No Title 2024-11-14 16:00:02 View Public - Respond
No Title 2024-11-14 16:00:53 View Public - Respond
What Issues Should I Consider When Owning A Rental Property? (2024) 2024-11-14 18:55:08 View Public - Respond
No Title 2024-11-14 20:00:50 View Public - Respond
What Issues Should I Consider When Selling My Home? (2024) 2024-11-14 20:05:36 View Public - Respond
No Title 2024-11-14 20:16:05 View Public - Respond
What Issues Should I Consider When Creating My Estate Plan? (2024) 2024-11-15 17:20:26 View Public - Respond
Responses
stacia@fppathfinder.com
What Issues Should I Consider When Creating My Estate Plan? (2024) 2024-11-15 17:29:20 View Respondents
stacia wareb - stacia@fppathfinder.com - View Response
What Issues Should I Consider As A Business Owner Or 1099 Worker? (2024) 2024-11-15 19:58:30 View Public - Respond
What Issues Should I Consider When Selling My Home? (2024) 2024-11-15 23:43:14 View Respondents
Heather - heather@fppathfinder.com - View Response
What Issues Should I Consider When Selling My Home? (2024) 2024-11-18 17:28:08 View Public - Respond
What Issues Should I Consider When Owning A Rental Property? (2024) 2024-11-18 17:36:27 View Public - Respond


Rebuild Tables

What Customers Are Saying About Us

Hundreds of other advisors are actively using fpPathfinder. Read what those lovely people have to say about us.
“I love fpPathfinder. I use it nearly every day. Clients think it is very clear and easy to understand and it has increased our credibility.”
— An advisor in Utah
“It's hands-down the best collection of client-facing resources I've found anywhere. The checklists are amazing too, to make sure I'm not forgetting anything in a review.”
— An advisor in Kentucky
“These tools look great. They will really help me share quality content with those I assist and will allow us to reduce errors. Furthermore, these tools really help our teams look professional and solidify us as true planners”
— Shane, an advisor
“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
“It’s brilliant to boil complex planning strategies into a one-page flowchart. It totally beats having to read 4 -5 articles to understand each nuance and exception, especially on the tax issues.”
— Meghan, an advisor in Georgia
“It’s one of the best software products I have seen. It’s exactly what I have been looking for and trying to build internally. Well done!!!”
— Kate, an advisor in Florida
“You are making all of our lives easier...and more importantly, our clients.”
— Jeff, an advisor in California
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