The following Summary Resource Guide is intended to provide a simple high-level overview of the resources we offer our members.
Download Summary Resource Guide Updated 8/10/2020.
Summary Resource Guide
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 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
“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
“Thank you for creating a robust, yet very practical, planning tool.”
— Andy, an advisor in Florida
“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
“It’s brilliant to boil complex planning strategies into a one-page flowchart. It totally beats having to read 4 -5 articles to understand each nuance and exception, especially on the tax issues.”
— Meghan, an advisor in Georgia
“Your software and platform are awesome and super helpful to me and my clients”
— Clinton, an Advisor in New York
Sign Up to Receive Updates
Join our mailing list to be updated as we release new flowcharts and checklists that might be of interest.
Easily and quickly provide guidance to your clients. Then properly document your conversation or meeting.
Upgrade to Premier to use an interactive checklist and integrate with Redtail and Wealthbox.
Feature your expertise by putting flowcharts and checklists with your brand in front of your clients and prospects.
Upgrade to Deluxe or Premier to white label the resources.
Save time by downloading all the checklists and flowcharts with one click.
Upgrade to Deluxe or Premier to download all the resources with one click.
