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

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

“Thank you for creating a robust, yet very practical, planning tool.”

“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.”

“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.”

“fpPathfinder is one of a few tools that I use most often in my practice. It has improved my process and the client outcomes.”

“I think fpPathfinder is the best tool I’ve ever seen in the financial planning realm. I spend an unbelievable amount of time researching some of these issues that have been boiled down to one page: consulting with other experts, citing specific sources as a backup, reviewing my work, and coming to a final conclusion.”