fpPathfinder

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

Two New Flowcharts Are Now Available (Plus A New Resource Summary Guide)


Resource Additions, Announcements, Feature Annoucements

This month we are excited to release two new flowcharts.  We’re also releasing (thanks to member feedback) a simple two-page resource summary guide to help you quickly see all the different resources available.  Here is 

Should I Contribute To My Roth IRA Versus My Traditional IRA?: This resource helps to answer the question of which account to save for retirement – a Roth IRA or Traditional IRA. It has been one of the most frequently requested resources from our members.

Will The Distribution From My HSA Be Tax Free?: An HSA account is one of the most tax-efficient savings accounts for investors.  While many of the distribution rules are straightforward, there are several exceptions that should be considered before a client takes a distribution from their HSA.

Introducing our Summary Resource Guide:  Several members asked for a quick reference guide listing all the resources we offer.  With nearly 60 resources, advisors may need multiple ways to learn which resources we have developed.  And this Resource Guide summarizes it all in a short two-page document.  If you are not a member, this will be a good piece for you to reference.

Sneak Peek:

Next week, Michael Lecours will be at the T3 Advisor Conference making a big announcement.  fpPathfinder will be launching a new membership tier very soon with some features that lots of members have been requesting for over a year.  Details to follow.

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 utilized one of the Roth flowcharts live on the phone with a client. It worked perfectly!”
— Rick, a financial advisor
“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
“I love your resources, you guys & gals have helped us take our practice to the next level!”
— Trevor, an advisor in California
“I find fpPathfinder to be very helpful. I use the checklists and flowcharts to help prep for every meeting.”
— Ryan, an advisor in New York
“fpPathfinder has been critical in my execution of financial planning. They provide well thought resources for when clients face specific problems, and I use them over and over again.”
— Roger Whitney, CFP®️, CIMA®️, CPWA®️
“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
“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
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