fpPathfinder

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

Home-Specific Bundle: 3 Guides


Service Guides - Linked, Guide Bundles

As your clients get knee-deep into Spring cleaning rituals, they may also be thinking about their homes and asking critical home-related questions. Certainly, any question concerning a primary asset can present planning opportunities. 

Refer to the Home-Specific Bundle to support your clients through the decision-making process. The checklists and the flowchart that are part of this bundle will guide conversations that relate to:

  • Buying a new home
  • Refinancing a home
  • Issues your client should consider when they move to another state
fpPathfinder Members

Click the image below and download the Home-Specific Bundle, which has links to the guides, to your desktop. Then, you’ll be organized when you reach out to your clients and ready for any unexpected inbound inquiry that comes your way. 

fpPathfinder Home-Specific Bundle

Not a member yet, but want to be? 

We can help you with that! You can go straight to Become A Member, review the options, and choose the membership level that moves you closer to your goals. Sometimes a live demonstration is more helpful than reading a screen. If that’s the case, schedule your live demonstration and get all of your questions answered on the spot. 

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 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 really love the flowcharts and they are helping me explain difficult decision points/rules to my client base. In fact, I plan to upgrade so I can use some of the material on my website with my own branding.”
— An advisor in Texas
“Our firm had been looking for something like this for so many years. A standardized checklist or flowchart of important issues to consider, and a way to integrate the responses into our system. When we stumbled across your service, I couldn't have signed up any quicker. We now use the checklists to conduct monthly webinars about the all of the important topics”
— An advisor in Texas
“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.”
— An advisor in Texas
“I love the new "share a link" feature. This has made it much easier to send flowcharts and checklists to our clients. Thanks for the add!”
— An advisor in Texas
“I just utilized one of the Roth flowcharts live on the phone with a client. It worked perfectly!”
— Rick, a financial advisor
“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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