“I just met with a client who had a question regarding her eligibility for Social Security benefits. We went through the flowcharts answering each question and following the lines. She looked at me and said 'This is great, it was so much easier to use this than trying to go through all the literature that Social Security offers. Thank you so much.'”

“fpPathfinder has been critical in my execution of financial planning. They provide well thought resources for when clients face specific problems, and I use them over and over again.”

“What you guys have created is pretty badass! I’ve used your material for both client meetings and prospective clients.”

“ fpPathfinder is great. It's perfect for supplemental content to enhance our marketing efforts.”

“I love it! I find it very helpful. It's a great client value add.”

“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!!!”

“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”