“The decision tree format has been immensely helpful. The design is very simple and elegant.”

“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.”

“With working from home most of 2020, we wanted to still catch some face time with our clients. We used the checklists and flowcharts to conduct webinars covering various topics. In fact, having the charts readily available, we were able to do many of these on a weekly basis, knowing the material was pretty much already established. We had such great feedback that we are continuing the webinars into 2021. We have many that actually look forward to our meeting times, and found being able to have the flowchart or checklist available to work on their own later was an added bonus.”

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

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

“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.”

“The flowcharts give me a lot of confidence. Candidly, I sometimes worry that I might miss something when planning for my clients. The flowcharts give me confidence that I won't.”