“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”

“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.”

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

“What you guys have created is pretty badass! I’ve used your material for both client meetings and prospective clients.”

“fpPathfinder is a great tool! It mirrors much of what I've developed on my own for tax planning, life events, etc. However, it's been great to double-check my own work in those areas and also to motivate me to deepen my knowledge on other topics”

“Love the Redtail integration - it’s been instrumental in my prep for my client reviews. I’m finding my self being over-prepared because of the robust lists which is great.”

“Your software and platform are awesome and super helpful to me and my clients”