“I love fpPathfinder. I use it nearly every day. Clients think it is very clear and easy to understand and it has increased our credibility.”

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

“In client meetings I'm often sharing a checklist regarding a specific topic, and helping clients understand the planning issues, opportunities, and process all very quickly and efficiently.”

“I love your resources, you guys & gals have helped us take our practice to the next level!”

“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.”

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

“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.”