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fpPathfinder

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

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    Log In Suggest A Guide

New Feature: Suggest & Vote For New Flowcharts

August 15, 2018
Announcements, Feature Annoucements

You can now help set the direction of fpPathfinder with the release of our latest feature.

We have created a new section on our site where you can post ideas for future flowcharts and checklists. In addition, you can upvote the suggestions that others have made. We will then create flowcharts (and eventually checklists) based on the suggestions that receive the most upvotes.

Do you have a topic that you want to see us cover? Head over to our new Suggest a Flowchart section and let us know. Perhaps it’s already been suggested, in which case you can upvote it. And once it becomes clear to us that there is a popular topic and in high demand, we’ll mark it as “Planned” and get to work!

To get the ball rolling, we’ve added some of the most commonly requested topics to date from members.

What do you think of this new feature? Is there anything that should be included? Send me an email directly with any ideas or feedback.

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See how our flowcharts and checklists help you navigate complex financial planning questions.
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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
“I really love the concept of fpPathfinder because I spend so much time reinventing the wheel when communicating planning concepts to clients. Moreover, the flowchart format can be used time and time again to produce consistent results.”
— Kevin P, an advisor in Illinois
“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
“fpPathfinder is fantastic. I really can't find any flaws.”
— Joshua, 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
“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
“The decision tree format has been immensely helpful. The design is very simple and elegant.”
— Deirdre, an advisor in Massachusetts
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Have a question, idea, comment, or see an error? We want to know! Email us at support@fppathfinder.com!

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