“I really love the flowcharts and they are helping me explain difficult decision points/rules to my client base. In fact, I plan to upgrade so I can use some of the material on my website with my own branding.”

“Your software and platform are awesome and super helpful to me and my clients”

“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.”

“One client just said 'Wow, thank you for this. I would have screwed up my retirement if not for this.'”

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

“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.”

“fpPathfinder is fantastic. I really can't find any flaws.”