“This has been super helpful and I am getting rave reviews in using these flowcharts and checklists”

“Our team has really liked the charts and were particularly pleased with the traditional IRA vs. 401k for a business and the QBI chart.”

“The fpPathfinder information is easy to find by topic and has been helpful in prepping for client meetings.”

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

“The resources available are beneficial internally and for clients. The checklists help advisors think outside the box of their knowledge and experience covering a multitude of planning areas. The flowcharts are well laid out visuals for the clients with possible scenarios identified and clear paths to take. fpPathfinders does a nice job updating the resources regularly and communicating to their customer base as well.”

“Overall, I have really enjoyed the service as it makes teaching and educating people much simpler. ”

“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.'”