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.
“The resources available are beneficial internally and for clients. The checklists help advisors think outside the box of their knowledge and experience covering a multitude of planning areas. The flowcharts are well laid out visuals for the clients with possible scenarios identified and clear paths to take. fpPathfinders does a nice job updating the resources regularly and communicating to their customer base as well.”
— An advisor in Minnesota
“The white-label feature in Deluxe is really fantastic. It is really powerful to talk through the decision tree with a client with our logo & color options on the chart, frankly, because it makes us look smarter!”
— Bill, an advisor in New York
“Thanks for having all of these so conveniently put together. We were working on many of these for years, but often could not find the time to keep them updated. This has been a blessing to our firm. ”
— An advisor in Texas
“One client just said 'Wow, thank you for this. I would have screwed up my retirement if not for this.'”
— David, an advisor in NY
“I love your resources, you guys & gals have helped us take our practice to the next level!”
— Trevor, an advisor in California
“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
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