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

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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
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
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
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
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


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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.
“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
“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
“The fpPathfinder information is easy to find by topic and has been helpful in prepping for client meetings.”
— An advisor in New York
“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
“Love the Redtail integration - it’s been instrumental in my prep for my client reviews. I’m finding my self being over-prepared because of the robust lists which is great.”
— Don, and advisor in California
“I had my own internal set of workflows, but by piggybacking fpPathfinder, I've saved who knows how many hours. It's a great product and I'll be a subscriber for years.”
— An advisor in Texas
“In client meetings I'm often sharing a checklist regarding a specific topic, and helping clients understand the planning issues, opportunities, and process all very quickly and efficiently.”
— An advisor in Texas
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