fpPathfinder

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

New Resources: Mortgage Refinancing Flowchart & Sudden Wealth Event Checklist


Resource Additions, Announcements

We’re excited to announce two new resources this month to help you be more diligent in the planning process.  Details are below:

New Flowchart: Should I Consider Refinancing My Mortgage?

When interest rates decline, mortgage refinancing becomes a particularly popular topic. However, there are several other good reasons for clients to consider refinancing, including an increase in their credit score or home value, or the availability of more favorable loan terms. Each client’s situation is unique, and many factors must be considered before making the decision to refinance.

New Checklist: What Issues Should I Consider If I Experience A Sudden Wealth Event?

Clients can experience a variety of wealth events that lead to a financial windfall, including the sale of a business or real estate, an inheritance, lottery winnings, or a legal settlement. An increase in wealth, especially when unexpected, large, and/or sudden, requires thoughtful planning. This is a critical time to provide guidance and value to your clients, and offers a unique opportunity to make a significant positive impact.

If you are a member, review these resources in our membership and:

  • Proactively reach out to current clients for planning opportunities
  • Proactively reach out to prospective clients as a touchpoint
  • Deluxe members create your own custom branded resources and share on your blog and newsletter
  • Deluxe members incorporate your custom branded resources into your marketing (learn more here)
  • Premier members can complete interactive versions of the checklists and integrate with Redtail (learn more here)

If you are not a member, you can view a sample checklist or sample flowchart and get a membership here. Then, take the steps listed above for our current members! 

See our Summary Resources Guide, which shows all the resources. 

As always, we welcome feedback from advisors who are having these conversations with their clients. How can we improve these resources? We want to hear from you. And if you have an idea for a resource, let us know.



To diligent planning,



The fpPathfinder Team

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 fpPathfinder information is easy to find by topic and has been helpful in prepping for client meetings.”
— An advisor in New York
“fpPathfinder is the only planning tool that tries to address all of the obstacles facing our clients”
— Cathy Curtis, Curtis Financial Planning
“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
“I love fpPathfinder. I use it nearly every day. Clients think it is very clear and easy to understand and it has increased our credibility.”
— An advisor in Utah
“Checklists don't make the planner smarter or more skilled, but do help to ensure that the planner maximizes the knowledge and skill he/she already has.”
— Michael Kitces, Publisher and Editor-In-Chief at Kitces.com
“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
“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
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