“I really love the concept of fpPathfinder because I spend so much time reinventing the wheel when communicating planning concepts to clients. Moreover, the flowchart format can be used time and time again to produce consistent results.”

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

“It’s one of the best software products I have seen. It’s exactly what I have been looking for and trying to build internally. Well done!!!”

“It is very helpful for us when we have a client in and we have an issue at hand. Walking through the checklist helps us big time.”

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

“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.”

“The white-label feature in Deluxe is really fantastic. It is really powerful to talk through the decision tree with a client with our logo & color options on the chart, frankly, because it makes us look smarter!”