“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.”

“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!!!”

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

“The fpPathfinder information is easy to find by topic and has been helpful in prepping for client meetings.”

“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.”

“Thanks for having all of these so conveniently put together. We were working on many of these for years, but often could not find the time to keep them updated. This has been a blessing to our firm. ”