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

“I love the new "share a link" feature. This has made it much easier to send flowcharts and checklists to our clients. Thanks for the add!”

“Our firm had been looking for something like this for so many years. A standardized checklist or flowchart of important issues to consider, and a way to integrate the responses into our system. When we stumbled across your service, I couldn't have signed up any quicker. We now use the checklists to conduct monthly webinars about the all of the important topics”

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

“These tools look great. They will really help me share quality content with those I assist and will allow us to reduce errors. Furthermore, these tools really help our teams look professional and solidify us as true planners”

“I think it’s the bees knees! I think it provides me and my clients the most value of any of the services we use at my firm. Everything is well-designed and the amount of material you guys pack into a page without it being overwhelming is AMAZING”