fpPathfinder

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

This page is here as a placeholder for the checklist feature. It will be removed once the feature is complete.
FPP Accounts for each CRM
XLR8 - stacia+XLR8@fppathfinder.com
Salesforce - stacia+salesforce@fppathfinder.com
Wealthbox - stacia+wb@fppathfinder.com
Redtail - stacia+rt@fppathfinder.com

To test, log in and visit: This Link
If results are empty, maybe steal access tokens from production and put them in the test database.

Deployed Checklists

Create New Checklist From Scratch
Title Created At Respondents Deployed Link
What Documents Do I Need To Keep On File? (2022) 2024-04-26 12:50:28 View Public - Respond
Responses
clayton@shoutitlouder.com
clayton@shoutitlouder.com
clayton@shoutitlouder.com
clayton@shoutitlouder.com
clayton@shoutitlouder.com
clayton@shoutitlouder.com
clayton@shoutitlouder.com
clayton@shoutitlouder.com
clayton@shoutitlouder.com
No Title 2024-11-13 21:00:01 View Public - Respond
No Title 2024-11-13 23:54:12 View Public - Respond
No Title 2024-11-13 23:56:36 View Respondents
Heather - heather@fppathfinder.com - Respond
No Title 2024-11-14 00:05:23 View Public - Respond
No Title 2024-11-14 15:54:29 View Public - Respond
No Title 2024-11-14 15:55:05 View Public - Respond
No Title 2024-11-14 15:55:48 View Public - Respond
No Title 2024-11-14 16:00:02 View Public - Respond
No Title 2024-11-14 16:00:53 View Public - Respond
What Issues Should I Consider When Owning A Rental Property? (2024) 2024-11-14 18:55:08 View Public - Respond
No Title 2024-11-14 20:00:50 View Public - Respond
What Issues Should I Consider When Selling My Home? (2024) 2024-11-14 20:05:36 View Public - Respond
No Title 2024-11-14 20:16:05 View Public - Respond
What Issues Should I Consider When Creating My Estate Plan? (2024) 2024-11-15 17:20:26 View Public - Respond
Responses
stacia@fppathfinder.com
What Issues Should I Consider When Creating My Estate Plan? (2024) 2024-11-15 17:29:20 View Respondents
stacia wareb - stacia@fppathfinder.com - View Response
What Issues Should I Consider As A Business Owner Or 1099 Worker? (2024) 2024-11-15 19:58:30 View Public - Respond
What Issues Should I Consider When Selling My Home? (2024) 2024-11-15 23:43:14 View Respondents
Heather - heather@fppathfinder.com - View Response
What Issues Should I Consider When Selling My Home? (2024) 2024-11-18 17:28:08 View Public - Respond
What Issues Should I Consider When Owning A Rental Property? (2024) 2024-11-18 17:36:27 View Public - Respond
What Issues Should I Consider When Owning A Rental Property? (2024) 2025-10-13 21:06:19 View Public - Respond
What Issues Should I Consider When Planning For The Sale, Disposition, Or Succession Of My Business? (2024) 2025-10-13 23:24:00 View Public - Respond
What Issues Should I Consider When Selling My Home? (2024) 2025-10-13 23:26:48 View Public - Respond
What Issues Should I Consider When Planning For The Sale, Disposition, Or Succession Of My Business? (2024) 2025-10-13 23:28:14 View Public - Respond
What Issues Should I Consider When Planning For The Sale, Disposition, Or Succession Of My Business? (2024) 2025-10-14 14:53:25 View Public - Respond
What Issues Should I Consider When Planning For The Sale, Disposition, Or Succession Of My Business? (2024) 2025-10-14 14:56:30 View Public - Respond
What Issues Should I Consider When Planning For The Sale, Disposition, Or Succession Of My Business? (2024) 2025-10-14 15:03:57 View Public - Respond
Updated Title 2025-10-15 14:15:42 View Public - Respond
What Issues Should I Consider When Planning For The Sale, Disposition, Or Succession Of My Business? (2024) 2025-10-15 16:28:52 View Public - Respond
What Issues Should I Consider When Planning For The Sale, Disposition, Or Succession Of My Business? (2024) 2025-10-15 18:20:25 View Public - Respond
What Issues Should I Consider When Planning For The Sale, Disposition, Or Succession Of My Business? (2024) 2025-10-15 18:22:25 View Public - Respond
What Issues Should I Consider When Planning For The Sale, Disposition, Or Succession Of My Business? (2024) 2025-10-15 18:32:49 View Public - Respond
What Issues Should I Consider When Planning For The Sale, Disposition, Or Succession Of My Business? (2024) 2025-10-16 18:39:05 View Public - Respond
What Issues Should I Consider When Planning For The Sale, Disposition, Or Succession Of My Business? (2024) 2025-10-16 19:21:44 View Public - Respond
What Issues Should I Consider When Planning For The Sale, Disposition, Or Succession Of My Business? (2024) 2025-10-16 19:34:16 View Public - Respond
What Issues Should I Consider When Planning For The Sale, Disposition, Or Succession Of My Business? (2024) 2025-10-16 19:45:48 View Public - Respond
What Issues Should I Consider When Planning For The Sale, Disposition, Or Succession Of My Business? (2024) 2025-10-17 20:17:28 View Public - Respond
What Issues Should I Consider When Planning For The Sale, Disposition, Or Succession Of My Business? (2024) 2025-10-17 20:30:40 View Public - Respond
What Issues Should I Consider When Planning For The Sale, Disposition, Or Succession Of My Business? (2024) 2025-10-17 20:38:16 View Public - Respond
What Issues Should I Consider When Planning For The Sale, Disposition, Or Succession Of My Business? (2024) 2025-10-17 22:03:00 View Public - Respond
What Issues Should I Consider When Planning For The Sale, Disposition, Or Succession Of My Business? (2024) 2025-10-19 15:51:22 View Public - Respond
Responses
stacia@fppathfinder.com
What Issues Should I Consider When Planning For The Sale, Disposition, Or Succession Of My Business? (2024) 2025-10-19 15:55:21 View Public - Respond
What Issues Should I Consider When Planning For The Sale, Disposition, Or Succession Of My Business? (2024) 2025-10-19 16:02:17 View Public - Respond
What Issues Should I Consider When Planning For The Sale, Disposition, Or Succession Of My Business? (2024) 2025-10-19 16:08:47 View Public - Respond
What Issues Should I Consider When Planning For The Sale, Disposition, Or Succession Of My Business? (2024) 2025-10-19 16:10:00 View Public - Respond
Responses
stacia@fppathfinder.com
What Issues Should I Consider When Planning For The Sale, Disposition, Or Succession Of My Business? (2024) 2025-10-19 16:18:27 View Public - Respond
What Issues Should I Consider When Planning For The Sale, Disposition, Or Succession Of My Business? (2024) 2025-10-19 16:23:20 View Public - Respond
What Issues Should I Consider When Planning For The Sale, Disposition, Or Succession Of My Business? (2024) 2025-10-19 16:25:58 View Public - Respond
What Issues Should I Consider When Planning For The Sale, Disposition, Or Succession Of My Business? (2024) 2025-10-20 15:31:06 View Public - Respond
What Issues Should I Consider When Planning For The Sale, Disposition, Or Succession Of My Business? (2024) 2025-10-21 19:15:08 View Public - Respond
Responses
stacia@fppathfinder.com
What Issues Should I Consider When Planning For The Sale, Disposition, Or Succession Of My Business? (2024) 2025-10-21 20:11:20 View Public - Respond
What Issues Should I Consider When Planning For The Sale, Disposition, Or Succession Of My Business? (2024) 2025-10-21 20:56:54 View Public - Respond
What Issues Should I Consider When Planning For The Sale, Disposition, Or Succession Of My Business? (2024) 2025-10-21 21:40:21 View Public - Respond
What Issues Should I Consider When Planning For The Sale, Disposition, Or Succession Of My Business? (2024) 2025-10-22 16:33:28 View Public - Respond
Responses
stacia@fppathfinder.com
What Issues Should I Consider When Planning For The Sale, Disposition, Or Succession Of My Business? (2024) 2025-10-22 16:35:57 View Public - Respond
What Issues Should I Consider When Planning For The Sale, Disposition, Or Succession Of My Business? (2024) 2025-10-22 17:27:53 View Public - Respond
What Issues Should I Consider When Planning For The Sale, Disposition, Or Succession Of My Business? (2024) 2025-10-22 17:36:55 View Public - Respond
What Issues Should I Consider When Planning For The Sale, Disposition, Or Succession Of My Business? (2024) 2025-10-22 17:44:01 View Public - Respond
What Issues Should I Consider When Planning For The Sale, Disposition, Or Succession Of My Business? (2024) 2025-10-22 18:04:39 View Public - Respond
What Issues Should I Consider When Planning For The Sale, Disposition, Or Succession Of My Business? (2024) 2025-10-23 15:48:16 View Public - Respond
What Issues Should I Consider When Planning For The Sale, Disposition, Or Succession Of My Business? (2024) 2025-10-23 16:08:20 View Public - Respond
What Issues Should I Consider When Planning For The Sale, Disposition, Or Succession Of My Business? (2024) 2025-10-23 16:17:28 View Public - Respond
What Issues Should I Consider When Planning For The Sale, Disposition, Or Succession Of My Business? (2024) 2025-10-23 16:27:06 View Public - Respond
What Issues Should I Consider When Planning For The Sale, Disposition, Or Succession Of My Business? (2024) 2025-10-23 16:37:39 View Public - Respond
What Issues Should I Consider When Planning For The Sale, Disposition, Or Succession Of My Business? (2024) 2025-10-23 18:16:41 View Public - Respond
What Issues Should I Consider When Selling My Home? (2024) 2025-11-12 18:28:50 View Public - Respond


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What Customers Are Saying About Us

Hundreds of other advisors are actively using fpPathfinder. Read what those lovely people have to say about us.
“fpPathfinder is the only planning tool that tries to address all of the obstacles facing our clients”
— Cathy Curtis, Curtis Financial Planning
“ fpPathfinder is great. It's perfect for supplemental content to enhance our marketing efforts.”
— Ray, an advisor in California
“You just continue to put out great content on fpPathfinder. The 'What Issues Should I Consider Before The End Of The Year' checklist is fantastic.”
— Chris, an advisor in Illinois
“I love it! I find it very helpful. It's a great client value add.”
— Phillip, an advisor in North Carolina
“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.”
— William, an advisor In Massachusetts
“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.”
— An advisor in Texas
“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.”
— Don, and advisor in California
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