fpPathfinder

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

Longevity Risk & Outliving Assets

Marisa Kassulke
wluser@email.com
111-111-1112

What Customers Are Saying About Us

Hundreds of other advisors are actively using fpPathfinder. Read what those lovely people have to say about us.
“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.”
— An advisor in Utah
“I think fpPathfinder is the best tool I’ve ever seen in the financial planning realm. I spend an unbelievable amount of time researching some of these issues that have been boiled down to one page: consulting with other experts, citing specific sources as a backup, reviewing my work, and coming to a final conclusion.”
— Jeff S, an advisor in Missouri
“I love these checklists and flowcharts! They are very useful and helpful in making sure I am covering all (or at least most) points regarding a specific topic.”
— Michael, an advisor in Pennsylvania
“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.”
— An advisor in Texas
“This is one of my best subscriptions I pay for!”
— Sean, an advisor in California
“Our team has really liked the charts and were particularly pleased with the traditional IRA vs. 401k for a business and the QBI chart.”
— Scott, an advisor in Oregon
“My clients and COIs love these. I’ve shown the medicare IRMAA flowchart to a Medicare consultant I work with and she loved it”
— Steve, an advisor in Ohio
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