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.comSalesforce - 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 |
|---|---|---|---|
| As Someone Who Is Working, What Issues Should I Consider When Reviewing My 2025 Tax Return? (2026) | 2026-03-09 18:11:19 | View | Public - Respond Responses stacia@fppathfinder.com |
| As Someone Who Is Working, What Issues Should I Consider When Reviewing My 2025 Tax Return? (2026) | 2026-03-09 20:43:37 | View | Public - Respond Responses heather@fppathfinder.com |
| As Someone Who Is Working, What Issues Should I Consider When Reviewing My 2025 Tax Return? (2026) | 2026-03-23 18:41:14 | View | Public - Respond Responses asdfa@asdf.com heather@fppathfinder.com |
| As A Retiree, What Issues Should I Consider When Reviewing My 2025 Tax Return? (2026) | 2026-03-24 17:55:32 | View | Public - Respond Responses stacia@fppathfinder.com |
| CHECKLIST TITLE UPDATE | 2026-03-24 17:58:32 | View | Public - Respond Responses stacia@fppathfinder.com stacia@fppathfinder.com |
| What Documents Do I Need To Collect For Filing My 2025 Tax Return? (2026) | 2026-03-24 22:58:51 | View | Public - Respond Responses heather@fppathfinder.com |
| 2025 Tax Return Review (Working) | 2026-03-24 23:22:37 | View | Public - Respond Responses heather@fppathfinder.com |
| Doc Prep | 2026-03-24 23:25:57 | View | Public - Respond Responses heather@fppathfinder.com |
| Test Title | 2026-03-24 23:46:15 | View | Public - Respond |
| test title | 2026-03-24 23:51:31 | View | Public - Respond Responses heather@fppathfinder.com |
| Test 2 - no header text input | 2026-03-24 23:55:18 | View | Public - Respond Responses heather@fppathfinder.com heather@fppathfinder.com heather@fppathfinder.com |
| As Someone Who Is Working, What Issues Should I Consider When Reviewing My 2025 Tax Return? (2026) | 2026-03-25 21:43:47 | View | Public - Respond |
| As Someone Who Is Working, What Issues Should I Consider When Reviewing My 2025 Tax Return? (2026) | 2026-03-25 21:46:16 | View | Public - Respond |
| As Someone Who Is Working, What Issues Should I Consider When Reviewing My 2025 Tax Return? (2026) | 2026-03-27 14:03:55 | View | Public - Respond |
| As Someone Who Is Working, What Issues Should I Consider When Reviewing My 2025 Tax Return? (2026) | 2026-04-01 21:16:12 | View | Public - Respond |
| As Someone Who Is Working, What Issues Should I Consider When Reviewing My 2025 Tax Return? (2026) | 2026-04-01 21:23:31 | View | Public - Respond |
| As A Retiree, What Issues Should I Consider When Reviewing My 2025 Tax Return? (2026) | 2026-04-01 21:26:14 | View | Public - Respond |
| What Issues Should I Consider With The Income From My Taxable Non-Qualified Account(s)? | 2026-04-02 15:47:58 | View | Public - Respond Responses heather@fppathfinder.com |
| As Someone Who Is Working, What Issues Should I Consider When Reviewing My 2025 Tax Return? (2026) | 2026-04-02 15:58:55 | View | Public - Respond |
| As Someone Who Is Working, What Issues Should I Consider When Reviewing My 2025 Tax Return? (2026) | 2026-04-02 18:35:02 | View | Public - Respond |
| As Someone Who Is Working, What Issues Should I Consider When Reviewing My 2025 Tax Return? (2026) | 2026-04-02 18:36:26 | View | Public - Respond |
| Working Test | 2026-04-02 18:37:51 | View | Public - Respond |
| Test Annual | 2026-04-02 18:44:59 | View | Public - Respond |
| Retest | 2026-04-03 16:57:17 | View | Public - Respond Responses heather@fppathfinder.com |
| Anual Test | 2026-04-03 17:59:29 | View | Public - Respond Responses heather@fppathfinder.com |
| Test 2 | 2026-04-03 18:02:03 | View | Public - Respond |
| Retest | 2026-04-06 17:45:44 | View | Public - Respond |
| As Someone Who Is Working, What Issues Should I Consider When Reviewing My 2025 Tax Return? (2026) | 2026-04-06 17:47:30 | View | Public - Respond |
| Retest | 2026-04-06 17:49:11 | View | Public - Respond |
| As Someone Who Is Working, What Issues Should I Consider When Reviewing My 2025 Tax Return? (2026) | 2026-04-10 16:29:38 | View | Public - Respond Responses team@shoutitlouder.com stacia@fppathfinder.com |
| Test Working Review | 2026-04-21 15:35:30 | View | Public - Respond Responses heather@fppathfinder.com |
| UPDATED Test | 2026-04-23 20:06:56 | View | Public - Respond Responses heather@fppathfinder.com |
| As Someone Who Is Working, What Issues Should I Consider When Reviewing My 2025 Tax Return? (2026) | 2026-04-23 20:08:06 | View | Public - Respond |
| Retest | 2026-04-23 20:11:04 | View | Respondents Heather Martinez - heather@fppathfinder.com - Respond |
| Customize Example | 2026-04-23 21:23:56 | View | Respondents Heather Martinez - heather@fppathfinder.com - View Response |
| As Someone Who Is Working, What Issues Should I Consider When Reviewing My 2025 Tax Return? (2026) | 2026-04-23 21:27:20 | View | Public - Respond |
| As A Retiree, What Issues Should I Consider When Reviewing My 2025 Tax Return? (2026) | 2026-04-23 22:02:41 | View | Public - Respond |
| TEST | 2026-04-23 22:04:19 | View | Respondents Heather Martinez - heather@fppathfinder.com - View Response |
| Test Checklist | 2026-04-23 22:35:04 | View | Public - Respond Responses heather@fppathfinder.com |
| Issues To Consider In Client Annual Review Meeting (2026) | 2026-04-23 22:38:19 | View | Public - Respond |
| Issues To Consider In Client Annual Review Meeting (2026) | 2026-04-23 22:39:36 | View | Respondents Heather Martinez - heather@fppathfinder.com - Respond |
| Testing Title | 2026-04-30 19:15:38 | View | Public - Respond Responses heather@fppathfinder.com heather@fppathfinder.com |
| Testing Title | 2026-04-30 19:20:22 | View | Respondents Heather Martinez - heather@fppathfinder.com - View Response |
| As A Retiree, What Issues Should I Consider When Reviewing My 2025 Tax Return? (2026) | 2026-04-30 19:23:00 | View | Public - Respond |
| What Issues Should I Consider When Using A Reverse Mortgage? (2026) | 2026-04-30 20:56:51 | View | Public - Respond |
| Testing | 2026-04-30 20:57:44 | View | Public - Respond Responses heather@fppathfinder.com |
| Retest | 2026-04-30 20:58:45 | View | Respondents Heather Martinez - heather@fppathfinder.com - Respond |
| Customize Example | 2026-04-30 21:07:14 | View | Public - Respond |
| What Issues Should I Consider When Starting Out Financially? | 2026-04-30 21:30:23 | View | Public - Respond Responses heather@fppathfinder.com |
| Test Customize | 2026-04-30 21:32:11 | View | Public - Respond Responses heather@fppathfinder.com |
| test today | 2026-05-04 21:41:40 | View | Respondents Heather Martinez - heather@fppathfinder.com - View Response |
| Testing Title | 2026-05-04 21:55:58 | View | Public - Respond Responses heather@fppathfinder.com |
| Customize Example | 2026-05-04 22:05:06 | View | Respondents Heather Martinez - heather@fppathfinder.com - Respond |
| Longevity Risk & Outliving Assets | 2026-05-04 22:13:45 | View | Public - Respond |
| Longevity Risk & Outliving Assets | 2026-05-04 22:14:38 | View | Public - Respond Responses heather@fppathfinder.com |
| Test Assets | 2026-05-04 22:28:28 | View | Public - Respond Responses heather@fppathfinder.com |
| Longevity Risk & Outliving Assets | 2026-05-04 22:47:07 | View | Public - Respond |
| TEST LONGEVITY | 2026-05-04 22:48:03 | View | Public - Respond Responses heather@fppathfinder.com |
| Longevity Risk & Outliving Assets | 2026-05-04 22:48:43 | View | Respondents Heather Martinez - heather@fppathfinder.com - Respond |
| Customize Example | 2026-05-19 16:43:15 | View | Public - Respond Responses heather@fppathfinder.com |
| Retiree Test 26 | 2026-08-26 19:23:56 | View | Public - Respond Responses heather@fppathfinder.com |
| As A Retiree, What Issues Should I Consider When Reviewing My 2025 Tax Return? (2026) | 2026-08-28 21:05:54 | View | Public - Respond |
| What Issues Should I Consider With The Income From My Taxable Non-Qualified Account(s)? | 2026-08-31 13:59:11 | View | Public - Respond |
| As A Retiree, What Issues Should I Consider When Reviewing My 2025 Tax Return? (2026) | 2026-08-31 15:50:31 | View | Public - Respond |
| Retired Checklist | 2026-08-31 15:51:27 | View | Public - Respond |
| As A Retiree, What Issues Should I Consider When Reviewing My 2025 Tax Return? (2026) | 2026-09-01 15:16:55 | View | Public - Respond |
| sept test | 2026-09-01 15:17:43 | View | Public - Respond Responses heather@fppathfinder.com heather@fppathfinder.com |
| As A Retiree, What Issues Should I Consider When Reviewing My 2025 Tax Return? (2026) | 2026-09-01 16:22:13 | View | Public - Respond |
| As A Retiree, What Issues Should I Consider When Reviewing My 2025 Tax Return? (2026) | 2026-09-01 17:08:17 | View | Public - Respond |
| test | 2026-09-01 17:09:19 | View | Public - Respond Responses heather@fppathfinder.com |
| As A Retiree, What Issues Should I Consider When Reviewing My 2025 Tax Return? (2026) | 2026-09-01 17:21:18 | View | Public - Respond |
| test | 2026-09-01 17:22:04 | View | Public - Respond Responses heather@fppathfinder.com heather@fppathfinder.com |
| Testing Title | 2026-09-01 17:59:29 | View | Public - Respond Responses heather@fppathfinder.com |
| As A Retiree, What Issues Should I Consider When Reviewing My 2025 Tax Return? (2026) | 2026-09-01 19:04:29 | View | Public - Respond Responses claycooper8@gmail.com |
| As A Retiree, What Issues Should I Consider When Reviewing My 2025 Tax Return? (2026) | 2026-09-08 11:46:42 | View | Public - Respond |
| Testing Retired | 2026-09-08 12:12:39 | View | Public - Respond Responses heather@fppathfinder.com |
| TESTING | 2026-09-08 12:54:46 | View | Public - Respond Responses heather@fppathfinder.com |
| As Someone Who Is Working, What Issues Should I Consider When Reviewing My 2025 Tax Return? (2026) | 2026-09-08 12:55:52 | View | Public - Respond |
| testing | 2026-09-08 13:04:41 | View | Public - Respond Responses heather@fppathfinder.com |
| test | 2026-09-08 13:17:26 | View | Public - Respond |
| test | 2026-09-08 13:32:52 | View | Public - Respond Responses heather@fppathfinder.com |
| As Someone Who Is Working, What Issues Should I Consider When Reviewing My 2025 Tax Return? (2026) | 2026-09-09 15:34:41 | View | Public - Respond |
| Test Customization | 2026-09-14 21:26:55 | View | Public - Respond Responses heather@fppathfinder.com |
| Test Customization | 2026-09-14 21:28:09 | View | Public - Respond |
| As A Retiree, What Issues Should I Consider When Reviewing My 2025 Tax Return? (2026) | 2026-09-15 15:06:55 | View | Public - Respond |
| Test | 2026-09-15 15:07:54 | View | Public - Respond Responses heather@fppathfinder.com |
| Test | 2026-09-15 17:16:32 | View | Public - Respond Responses heather@fppathfinder.com |
| test | 2026-09-15 17:25:41 | View | Public - Respond Responses heather@fppathfinder.com |
| test | 2026-09-15 17:53:04 | View | Public - Respond Responses heather@fppathfinder.com |
| Test Template | 2026-10-05 15:50:42 | View | Public - Respond |
| Focus Meeting | 2026-10-06 15:02:51 | View | Public - Respond Responses stacia@fppathfinder.com |
| As A Retiree, What Issues Should I Consider When Reviewing My 2025 Tax Return? (2026) | 2026-10-06 17:16:38 | View | Public - Respond |
| Testing Custom Interactive Checklist | 2026-10-06 17:20:54 | View | Public - Respond Responses heather@fppathfinder.com heather@fppathfinder.com |
| Custom Title | 2026-10-06 18:23:41 | View | Public - Respond |
| Custom Title | 2026-10-06 18:25:50 | View | Public - Respond Responses heather@fppathfinder.com |
| As A Retiree, What Issues Should I Consider When Reviewing My 2025 Tax Return? (2026) | 2026-10-06 18:30:04 | View | Public - Respond |
| Custom Test | 2026-10-14 15:05:00 | View | Respondents Heather Martinez - heather@fppathfinder.com - View Response |
| As Someone Who Is Working, What Issues Should I Consider When Reviewing My 2025 Tax Return? (2026) | 2026-10-14 15:48:00 | View | Public - Respond |
| As Someone Who Is Working, What Issues Should I Consider When Reviewing My 2025 Tax Return? (2026) | 2026-10-14 22:46:36 | View | Public - Respond |
| As Someone Who Is Working, What Issues Should I Consider When Reviewing My 2025 Tax Return? (2026) | 2026-10-14 23:00:58 | View | Respondents Heather Martinez - heather@fppathfinder.com - View Response |
| Working Edits | 2026-10-14 23:02:41 | View | Public - Respond |
| Am I At Risk Of Having My Identity Stolen Or Being A Victim Of Fraud? | 2026-10-15 14:30:03 | View | Public - Respond |
| Test Builder | 2026-10-15 16:50:15 | View | Public - Respond Responses heather@fppathfinder.com |
| Test Builder | 2026-10-15 17:09:22 | View | Public - Respond |
| Test Builder - Customize | 2026-10-15 17:15:30 | View | Public - Respond |
| Test Builder | 2026-10-15 17:16:46 | View | Respondents Heather Martinez - heather@fppathfinder.com - Respond |
| No Title | 2026-10-15 17:30:58 | View | Public - Respond Responses stacia@fppathfinder.com |
| As Someone Who Is Working, What Issues Should I Consider When Reviewing My 2025 Tax Return? (2026) | 2026-10-15 22:11:17 | View | Public - Respond Responses heather@fppathfinder.com |
| Updated Title Custom Test | 2026-10-15 22:15:27 | View | Public - Respond Responses heather@fppathfinder.com |
| As Someone Who Is Working, What Issues Should I Consider When Reviewing My 2025 Tax Return? (2026) | 2026-10-16 10:17:06 | View | Public - Respond |
| As Someone Who Is Working, What Issues Should I Consider When Reviewing My 2025 Tax Return? (2026) | 2026-10-16 10:18:48 | View | Public - Respond |
| As A Retiree, What Issues Should I Consider When Reviewing My 2025 Tax Return? (2026) | 2026-10-16 10:21:39 | View | Public - Respond |
| As A Retiree, What Issues Should I Consider When Reviewing My 2025 Tax Return? (2026) | 2026-10-16 10:21:58 | View | Public - Respond |
| As A Retiree, What Issues Should I Consider When Reviewing My 2025 Tax Return? (2026) | 2026-10-16 10:22:57 | View | Public - Respond |
| test | 2026-10-19 17:32:27 | View | Public - Respond |
| Show Hide Test | 2026-10-19 19:17:41 | View | Public - Respond |
| Show Hide Test | 2026-10-19 19:19:09 | View | Public - Respond |
| As Someone Who Is Working, What Issues Should I Consider When Reviewing My 2025 Tax Return? (2026) | 2026-10-20 10:47:30 | View | Public - Respond |
| Show Hide Test 10/20 | 2026-10-20 16:15:50 | View | Public - Respond Responses heather@fppathfinder.com heather@fppathfinder.com |
| Show Hide Test | 2026-10-20 16:18:03 | View | Public - Respond Responses heather@fppathfinder.com |
| New Checklist | 2026-10-26 15:47:02 | View | Respondents Pat Pretend - pat.pretend@example.com - View Response |
| Updated Title Custom Test | 2026-10-26 21:00:29 | View | Public - Respond Responses sam.sample@example.com |
| Issues To Consider In Client Annual Review Meeting (2026) | 2026-10-26 21:04:31 | View | Public - Respond Responses alex.example@example.com |
| annual review | 2026-10-26 21:06:01 | View | Respondents Alex Example - alex.example@example.com - View Response |
| Issues To Consider In Client Annual Review Meeting (2026) | 2026-10-26 21:06:50 | View | Public - Respond Responses alex.example@example.com |
| What Issues Should I Consider When Using A Reverse Mortgage? (2026) | 2026-10-26 21:07:57 | View | Respondents Sam Sample - sam.sample@example.com - View Response |
| Testing Template 1 | 2026-10-27 18:44:58 | View | Public - Respond Responses stacia@fppathfinder.com |
| test 10/27 | 2026-10-27 20:24:31 | View | Public - Respond |
| test 10/27 test 2 | 2026-10-27 20:27:04 | View | Public - Respond |
| As A Retiree, What Issues Should I Consider When Reviewing My 2025 Tax Return? (2026) | 2026-10-27 22:32:03 | View | Public - Respond Responses heather@fppathfinder.com |
| As A Retiree, What Issues Should I Consider When Reviewing My 2025 Tax Return? (2026) | 2026-10-27 22:34:37 | View | Public - Respond Responses heather@fppathfinder.com |
| TESTING TITLE | 2026-10-27 22:50:27 | View | Public - Respond Responses heather@fppathfinder.com heather@fppathfinder.com heather@fppathfinder.com |
| TESTING TITLE_2 | 2026-10-27 22:51:38 | View | Public - Respond |
| Issues To Consider In Client Annual Review Meeting (2026) | 2026-10-28 20:44:05 | View | Public - Respond Responses heather@fppathfinder.com |
| Update Summary View | 2026-10-28 21:08:13 | View | Public - Respond Responses heather@fppathfinder.com |
| Summary Test | 2026-10-28 21:17:59 | View | Public - Respond Responses heather@fppathfinder.com |
| Testing | 2026-10-29 19:26:12 | View | Public - Respond |
| Issues To Consider In Client Annual Review Meeting (2026) | 2026-10-30 11:17:21 | View | Public - Respond Responses heather@fppathfinder.com |
| Looking for summary text color | 2026-10-30 11:23:44 | View | Public - Respond Responses heather@fppathfinder.com |
| Create your own flow to link | 2026-10-30 11:36:00 | View | Public - Respond |
Rebuild Tables
