fpPathfinder

Helping Diligent Advisors Ensure They're On The Right Planning Path

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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.
“fpPathfinder is a great tool! It mirrors much of what I've developed on my own for tax planning, life events, etc. However, it's been great to double-check my own work in those areas and also to motivate me to deepen my knowledge on other topics”
— Jonathan, an advisor in Colorado
“The fpPathfinder information is easy to find by topic and has been helpful in prepping for client meetings.”
— An advisor in New York
“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
“You are making all of our lives easier...and more importantly, our clients.”
— Jeff, an advisor in California
“This is one of my best subscriptions I pay for!”
— Sean, an advisor in California
“One client just said 'Wow, thank you for this. I would have screwed up my retirement if not for this.'”
— David, an advisor in NY
“Your software and platform are awesome and super helpful to me and my clients”
— Clinton, an Advisor in New York
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