fpPathfinder

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

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Client Meetings & Client Service Calendar
Client Meetings Client Service Calendar (Jan + Feb) Client Service Calendar (Mar + Apr) Client Service Calendar (May + Jun) Client Service Calendar (Jul + Aug) Client Service Calendar (Sep + Oct) Client Service Calendar (Nov + Dec)
IRAs & Retirement Plans
Traditional & Roth IRA Contributions Traditional & Roth IRA Distributions Inherited Traditional & Roth IRAs Roth Conversions Pensions 401(k) Plans SEP & SIMPLE IRAs
Non-Retirement Accounts & Assets
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Investment Review & Market Events
Investment Review Market Events
Working/Accumulation
Careers & Employment Business Owners & Self-Employment
Retirement/Decumulation
Preparing for Retirement Social Security RMDs
Tax Planning
Business Owners Review Tax-related Documents Misc Sale of Asset Deductions & Credits Important Tax Concepts & Numbers Taxable Distributions Roth Conversions Capital Gains And Losses, Dividends, And Asset Sales Tax Returns Tax Payments & Pay Stub Review Basis Issues Stock Options, RSUs, And ESPP 1031 & 1035 Exchanges NUA QBI
Insurance Planning
Medicare Property Annuities Life Insurance Long-Term Care Insurance Health Insurance Disability Insurance Health Insurance & Medicare Property & Casualty Insurance
Estate Planning & Charitable Giving
Creating An Estate Plan Reviewing An Estate Plan Closing An Estate Creating A Charitable Giving Plan Charitable Giving Strategies
Cash Flow, Budgeting, And Debts
Cash Flow & Budgeting Debts & Mortgages
Important Life Events & Decisions
Buying & Selling A Home Buying A Vehicle Moving Marriage & Divorce Children Aging, Death, And Illness
College Planning & Student Loans
529 Accounts College Planning & Student Loans
New Laws
Secure Act 2.0 OBBBA
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General
Cashflow Important Dates & Numbers Recurring New Client Life Event Family-Related Service Calendar Debts Caring Loved Ones Divorce Planning College Planning / Funding
Working / Accumulation Phase
Employee Benefits-related Planning Issues Business Owners Saving For Retirement Stock Options
Timely Resources
Updated Resources
New Resources
Assets and Investment Planning
HSAs IRAs ERISA Plans Annuities House and Home Investments Stock Options
Estate Planning
Chartible Giving Inheritance Loss of Loved One Step Up Estate Planning Documents
Retirement / Decumulation
Social Security Healthcare Distributions Misc. Charitable Giving
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Guide Recommendation Tool
Guide Recommendation Tool
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Complimentary Guides
Complimentary Guides:
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Deductible IRA Contribution Rules
Category: IRAs & Retirement Plans
For Premier Members only For Premier Members only
Checklist
Death Of Spouse Issues
Category: Important Life Events & Decisions
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Checklist
Important Milestones
Category: Client Meetings & Client Service Calendar
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Checklist
Harvesting Capital Losses Issues
Category: Tax Planning, Non-Retirement Accounts & Assets
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Checklist
Required Minimum Distribution (RMD) Issues
Category: Client Meetings & Client Service Calendar, Retirement/Decumulation
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Featured
Summary Guides
Tax Return Review (Retired)
Category: Tax Planning, Client Meetings & Client Service Calendar
For Premier Members only For Premier Members only
Checklist
Tax Return Review (Still Working)
Category: Tax Planning, Client Meetings & Client Service Calendar
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Summary Guides
Important Numbers
Category: Tax Planning, Client Meetings & Client Service Calendar
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To-Do Lists
TEST
Category: Client To Do Lists - NEW!
For Premier Members only For Premier Members only
Flowchart
Roth IRA Contribution Rules
Category: IRAs & Retirement Plans
For Premier Members only For Premier Members only
Checklist
Longevity Risk & Outliving Assets
Category: Retirement/Decumulation
For Premier Members only For Premier Members only
Checklist
Common Home Equity Options
Category: Cash Flow, Budgeting, And Debts
For Premier Members only For Premier Members only
Flowchart
Deductible IRA Contribution Rules
Category: IRAs & Retirement Plans
For Premier Members only For Premier Members only

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 find fpPathfinder to be very helpful. I use the checklists and flowcharts to help prep for every meeting.”
— Ryan, an advisor in New York
“I can't say how much I love the product. It is just great. I recommend it to all my colleagues.”
— Robert, an Advisor in Colorado
“fpPathfinder is the only planning tool that tries to address all of the obstacles facing our clients”
— Cathy Curtis, Curtis Financial Planning
“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
“I adore your product. It’s so helpful to my clients and myself. I really like that I could change all the colors to match my logo. It looks fantastic.”
— An advisor in Washington
“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
“I just met with a client who had a question regarding her eligibility for Social Security benefits. We went through the flowcharts answering each question and following the lines. She looked at me and said 'This is great, it was so much easier to use this than trying to go through all the literature that Social Security offers. Thank you so much.'”
— Ben G, an advisor in Wisconsin
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