“With all the aspects of running a business, working with varying client scenarios, and knowing how much information is available, I like being able to look at a flowchart and just see what I need to see.”

“I can’t tell you how much I appreciate the Flow Charts you are providing. Helps me feel a little less crazy as an advisor.”

“I find fpPathfinder to be very helpful. I use the checklists and flowcharts to help prep for every meeting.”

“Our firm had been looking for something like this for so many years. A standardized checklist or flowchart of important issues to consider, and a way to integrate the responses into our system. When we stumbled across your service, I couldn't have signed up any quicker. We now use the checklists to conduct monthly webinars about the all of the important topics”

“I love the flowcharts and have found them very helpful in guiding clients on complicated planning issues. The charts are easy to follow and help navigate through difficult decisions based on clients' unique circumstances.”

“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.”

“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.”