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

“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.”

“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.”

“I can't say how much I love the product. It is just great. I recommend it to all my colleagues.”

“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.”

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

“You are making all of our lives easier...and more importantly, our clients.”