fpPathfinder

Helping Diligent Advisors Ensure They're On The Right Planning Path

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Julius Raynor
EMAIL@TEMAIL.COM
222-333-4444

What Customers Are Saying About Us

Hundreds of other advisors are actively using fpPathfinder. Read what those lovely people have to say about us.
“The flowcharts give me a lot of confidence. Candidly, I sometimes worry that I might miss something when planning for my clients. The flowcharts give me confidence that I won't.”
— An advisor in Virginia
“You are making all of our lives easier...and more importantly, our clients.”
— Jeff, an advisor in California
“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.”
— Meghan, an advisor in Georgia
“I love it! I find it very helpful. It's a great client value add.”
— Phillip, an advisor in North Carolina
“The decision tree format has been immensely helpful. The design is very simple and elegant.”
— Deirdre, an advisor in Massachusetts
“Your software and platform are awesome and super helpful to me and my clients”
— Clinton, an Advisor in New York
“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”
— Jonathan, an advisor in Colorado
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