“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”

“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”

“We are delighted with the thoroughness of each chart in simplifying the complex questions and helping lead to an answer. These are indeed a helpful asset in our toolbox for work with clients.”

“fpPathfinder is the only planning tool that tries to address all of the obstacles facing our clients”

“This is probably the best money I have ever spent. I love fpPathfinder!”

“One client just said 'Wow, thank you for this. I would have screwed up my retirement if not for this.'”

“This is one of my best subscriptions I pay for!”