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https://staging.fppathfinder.com/checklists/respond/6228d81c-87ad-4194-9666-5bb9ed2dec42What Customers Are Saying About Us
Hundreds of other advisors are actively using fpPathfinder. Read what those lovely people have to say about us.
“I love these checklists and flowcharts! They are very useful and helpful in making sure I am covering all (or at least most) points regarding a specific topic.”
— Michael, an advisor in Pennsylvania
“Thank you for creating a robust, yet very practical, planning tool.”
— Andy, an advisor in Florida
“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
“I love the flowcharts and have found them very helpful in guiding clients on complicated planning issues. The charts are easy to follow and help navigate through difficult decisions based on clients' unique circumstances.”
— Jason, an advisor in Illinois
“Checklists don't make the planner smarter or more skilled, but do help to ensure that the planner maximizes the knowledge and skill he/she already has.”
— Michael Kitces, Publisher and Editor-In-Chief at Kitces.com
“fpPathfinder is fantastic. I really can't find any flaws.”
— Joshua, an advisor in Pennsylvania
“Overall, I have really enjoyed the service as it makes teaching and educating people much simpler. ”
— Michael, an advisor in California
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