fpPathfinder

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

Resource Updates and Improved Functionality


Announcements, Feature Annoucements

Resource Updates and Improved Functionality

Based on member feedback, we have made some essential updates. In one of our recently-released flowcharts, members asked that we incorporate some additional decision points. For our Deluxe members, we have given them more control over how their logo looks in their white-labeled version.

Will I Have To Pay Tax On The Sale Of My Investment?  This flowchart has been updated to include reminders of some possible taxes that could be triggered as a result of a sale. The original intent of the flowchart was to focus on LTCG vs. STCG, tax rates, and the 3.8% NIIT. However, based on member feedback, we have revised the flowchart to mention some of the other taxes that could be considered (such as state tax liability, IRMAA, AMT impact). These additions become increasingly important when the sale likely triggers a significant tax event for the client, and they need to know that there could be some additional taxes due that arise from having a higher income (and not just directly related to the sale of the investment).

Improved functionality for logo upload. One of the most common questions we have received from our Deluxe Members dealt with how their logo looked once it was uploaded. We have added some additional functionality so that Deluxe Members can resize and move the logo around, so it looks just right. Members can also upload .jpeg logos too (previously, you could only upload .png files). You can test it out here. If your logo isn’t displaying correctly or you want additional functionality, please send us an email.

Introducing Frequently Asked Questions: Located below membership option is our new FAQ section. If you have been thinking about becoming a member of fpPathfinder, visit the FAQ section to see some of the most common questions we’ve received from prospective members.

What do you think of these updates?   Send me an email – I’d love to hear your thoughts.

 

Are you unfamiliar with the benefits of our Deluxe membership? 

If so, you receive everything from our Essentials membership, plus the following:

  • Ability to add your logo to the upper right-hand corner to flowcharts. It would replace the fpPathfinder logo. (Now with improved logo upload functionality)
  • Customize flowchart colors to match your brand. You can pick from our six pre-selected color palettes or (if you’re a stickler for colors) you can match the colors to your unique color scheme using hex color codes.
  • Share your custom white-labeled flowcharts online and through social media channels.
  • Include additional information or disclaimers to the backside of the flowcharts.

 

We are charging $299/year for the Deluxe membership. However, if you’re an existing Essentials member, you will only pay a prorated amount if you decide to upgrade from Essentials to Deluxe.

 

Ready to try it out? We have made one of the flowcharts available for you to test-drive white labeling.

Suggest a Flowchart or Checklist

Have an idea for a flowchart or checklist? We want to hear about it. Visit our suggestion page to add your own or vote on the suggestions made by others. 

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 just met with a client who had a question regarding her eligibility for Social Security benefits. We went through the flowcharts answering each question and following the lines. She looked at me and said 'This is great, it was so much easier to use this than trying to go through all the literature that Social Security offers. Thank you so much.'”
— Ben G, an advisor in Wisconsin
“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
“fpPathfinder is a great tool! It mirrors much of what I've developed on my own for tax planning, life events, etc. However, it's been great to double-check my own work in those areas and also to motivate me to deepen my knowledge on other topics”
— Jonathan, an advisor in Colorado
“These tools look great. They will really help me share quality content with those I assist and will allow us to reduce errors. Furthermore, these tools really help our teams look professional and solidify us as true planners”
— Shane, an advisor
“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 think fpPathfinder is the best tool I’ve ever seen in the financial planning realm. I spend an unbelievable amount of time researching some of these issues that have been boiled down to one page: consulting with other experts, citing specific sources as a backup, reviewing my work, and coming to a final conclusion.”
— Jeff S, an advisor in Missouri
“You just continue to put out great content on fpPathfinder. The 'What Issues Should I Consider Before The End Of The Year' checklist is fantastic.”
— Chris, an advisor in Illinois
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