fpPathfinder

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

Podcast Interview and Checklist Recap


In The Press

Recently, Michael Lecours was invited onto the Advisor Success Series Podcast hosted by Matt Shute of 3D Asset Management. Michael and Matt dug into several issues including:

  • The frustration that led to Michael creating fpPathfinder
  • The types of advisors that Michael expected to become members versus the types of members that actually became members
  • How checklists and flowcharts are being used by advisors and the role that they are playing in an advisory practice
  • Sources of inspiration in developing checklists
  • Best book to read if you want to nerd-out on checklists

Listen to it yourself (it’s only 30 minutes!) 

 

Checklist Recap

Since it’s been a hectic few months due to tax season, we wanted to take a moment and recap the checklists that have come out so far.  We will continue to focus on checklists for the foreseeable future as a result of member requests.  Below is our current checklist lineup:

What Issues Should I Consider Before I Update My Estate Plan?

What Issues Should I Consider Before I Retire?

What Issues Should I Consider If My Spouse Passed Away?

What Issues Should I Consider If My Spouse Has Been Diagnosed With A Terminal Illness?

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 charts are probably as much value to me (as advisor) as they are when given to a specific client. I know and understand the topics covered, but it can be a lot faster to refresh with a quick glance at the chart’s decision tree vs having to read through regulations”
— Larry, an advisor in Oregon
“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
“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
“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 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
“fpPathfinder is one of a few tools that I use most often in my practice. It has improved my process and the client outcomes.”
— An advisor is Texas
Become a Member

Recent Blog Posts

Sign Up to Receive Updates

Join our mailing list to be updated as we release new flowcharts and checklists that might be of interest.
  • This field is for validation purposes and should be left unchanged.