“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.”

“fpPathfinder is the only planning tool that tries to address all of the obstacles facing our clients”

“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”

“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.”

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

“ fpPathfinder is great. It's perfect for supplemental content to enhance our marketing efforts.”

“I find fpPathfinder to be very helpful. I use the checklists and flowcharts to help prep for every meeting.”