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.
“I love fpPathfinder. I use it nearly every day. Clients think it is very clear and easy to understand and it has increased our credibility.”
— An advisor in Utah
“I can't say how much I love the product. It is just great. I recommend it to all my colleagues.”
— Robert, an Advisor in Colorado
“You just continue to put out great content on fpPathfinder. The 'What Issues Should I Consider Before The End Of The Year' checklist is fantastic.”
— Chris, an advisor in Illinois
“Overall, I have really enjoyed the service as it makes teaching and educating people much simpler. ”
— Michael, an advisor in California
“It’s brilliant to boil complex planning strategies into a one-page flowchart. It totally beats having to read 4 -5 articles to understand each nuance and exception, especially on the tax issues.”
— Meghan, an advisor in Georgia
“The flowcharts have helped a lot in recent discussions with the changing markets, providing us with confidence that our clients are getting the best, most accurate information.”
— Matthew, an advisor in Georgia
“I love it! I find it very helpful. It's a great client value add.”
— Phillip, an advisor in North Carolina
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