fpPathfinder

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

Contact The fpPathfinder Team

We Are Here To Help!

Use the form below to contact our Sales and Support Team. We typically respond within one business day (Eastern Standard Time). Please provide as much detail as possible.

Upload any supporting material below. For example: screenshots, the guide section you have a question about, etc.
Max. file size: 512 MB.
This field is for validation purposes and should be left unchanged.
This field is for validation purposes and should be left unchanged.

What Customers Are Saying About Us

Hundreds of other advisors are actively using fpPathfinder. Read what those lovely people have to say about us.
“We are delighted with the thoroughness of each chart in simplifying the complex questions and helping lead to an answer. These are indeed a helpful asset in our toolbox for work with clients.”
— Victoria L, an advisor in Massachusetts
“I love it! I find it very helpful. It's a great client value add.”
— Phillip, an advisor in North Carolina
“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
“I really love the flowcharts and they are helping me explain difficult decision points/rules to my client base. In fact, I plan to upgrade so I can use some of the material on my website with my own branding.”
— 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
“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
“Your software and platform are awesome and super helpful to me and my clients”
— Clinton, an Advisor in New York
Become a Member

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.
Close
OSZAR »