fpPathfinder

Flowcharts and checklists to help diligent advisors ensure their client is on the right planning path.

[fpPathfinder @FpPathfinder]

🎉 Ring in the New Year with a flowchart! Download this fun, easy way to kick off conversations with clients and prospects.

💡 PS: White-label the flowchart to use in your holiday marketing efforts. Available to Deluxe & Premier members. Download here 👉 https://t.co/BXS3rXvBSI

[fpPathfinder @FpPathfinder]

🔔 Don't forget – there’s still time to unlock client value before December 31.

✅ The End-of-Year Planning Issues Checklist helps advisors uncover meaningful planning opportunities—so no last-minute issues are missed. Get the guide ⬇️

https://t.co/fd5KLDVfgH

[fpPathfinder @FpPathfinder]

🚨 In case you missed it…

The Important Numbers Guide has been re-envisioned for 2026!
New layout. Updated numbers. Designed to be even more helpful in client conversations.

💡 Become a member to get this guide plus 140+ other financial planning guides! https://t.co/tuv6I3VyYp

[fpPathfinder @FpPathfinder]

💥 There’s still time to create value before December 31.

✅ The End-of-Year Planning Issues Checklist helps advisors uncover meaningful planning opportunities—so no last-minute issues are missed. Download now ⬇️
https://t.co/fd5KLDVfgH

[fpPathfinder @FpPathfinder]

🎥 Want a client experience that stands out AND saves you time?
Join us live as advisor Chad Heberly shows how he pairs fpPathfinder and PreciseFP to prep faster, collect client data smoothly, and lead more valuable conversations.

REGISTER NOW: https://t.co/YILeRgJlpy

[fpPathfinder @FpPathfinder]

🚨 NEW FLOWCHART: Withdrawals For Retirement Expenses
Withdrawal decisions can get complicated fast. This new flowchart helps advisors quickly compare account options, avoid tax penalties, and guide clients toward smarter decisions.

➡️ Download now: https://t.co/CTwb63Ph3r

[fpPathfinder @FpPathfinder]

🤝 Custom checklists = better client conversations. With fpPathfinder’s Interactive Checklists, you can easily edit and tailor each one to match your client’s unique situation.

🎥 Watch the full 5-minute demo to see how it works – https://t.co/N237dbOTpm

[fpPathfinder @FpPathfinder]

🦃 Our Thanksgiving flowchart is here! Enjoy this fun, tongue-in-cheek way to stay organized for the holiday!

💡 PS: White-label the flowchart to share with clients and prospects. Available to Deluxe and Premier members. Download here 👉 https://t.co/UFc1FFyqve

[fpPathfinder @FpPathfinder]

🎥 Missed it live? Catch the replay! See how advisor Jim Carlson is leaning on fpPathfinder and Wealthbox to make the most of year-end planning. Watch the replay 👉 https://t.co/aFctYNOupZ

[fpPathfinder @FpPathfinder]

💪 Help clients finish the year strong!
This month’s Client Service Calendar touchpoint focuses on End-of-Year Planning — a perfect opportunity to uncover new strategies, add value, and close out 2025 with confidence.
📅 Explore the guide: https://t.co/J2MitmhEWo

[fpPathfinder @FpPathfinder]

🎨 Deliver clarity and confidence with your brand on every fpPathfinder guide. White labeled handouts built for you, your clients, and your prospects. Learn more 👉 https://t.co/SvKQuDxvJi

[fpPathfinder @FpPathfinder]

🎥 Register Now: Year-End Planning With Wealthbox & fpPathfinder
🗓️ November 12, 2025 at 2PM ET
👉 Register now: https://t.co/VybD4EwF4e

Join us for a webinar focused on year-end planning strategies that help you close out 2025 efficiently and set the stage for success in 2026!

[fpPathfinder @FpPathfinder]

🎥 Register Now: Best Practices: Scale Your Value & Streamline Engagement

Top advisors aren��t winging it, they’re automating their client experience to deliver consistent, high-impact meetings that wow every time. Watch and learn how 👉 https://t.co/NycJIaPokC

[fpPathfinder @FpPathfinder]

💡 Have you explored everything in your fpPathfinder library?

There are dozens of one-off, topical guides designed for nuanced client conversations that only come up once in a while

📚 Dive into your library of 140+ planning guides today! 👉 https://t.co/6bpF7zLo5L

[fpPathfinder @FpPathfinder]

🚀 Meet the re-envisioned AGI/MAGI Summary Guide! Redesigned for clarity and updated with new content, including deductions for tips, SALT, PMI, auto loans, and more. Download now 👉 https://t.co/3SU9T04CPn

[fpPathfinder @FpPathfinder]

🔎 Missed a guide release?
Catch up on all the latest fpPathfinder guides, updates, and announcements, all on our blog. 👉 https://t.co/b4M7XkncWm

[fpPathfinder @FpPathfinder]

🎥 The “One Big Beautiful Bill Act” (OBBBA) is here. What does it mean for tax planning?
Join Jeffrey Levine, Lead Financial Planning Nerd for https://t.co/WdAfXjuHpM, as he unpacks the new law and its impact on advisors and their clients. Register now: https://t.co/xI1a2Fwkq0

[fpPathfinder @FpPathfinder]

🎥 Missed it live? Catch the replay with fpPathfinder and Taylor Schulte on using content to drive engagement. Watch now 👉 https://t.co/yDbAz56GnW

[fpPathfinder @FpPathfinder]

💡 New rules, new opportunities.

The OBBBA Important Issues Checklist is live! Watch Guide Creator Chris Granger explain how to use it to uncover planning opportunities and show your value. Watch the video and explore the guide 👉 https://t.co/orUZoDEenO

[fpPathfinder @FpPathfinder]

📢 Join fpPathfinder and Taylor Schulte for an inside look at how advisors can turn content into growth. Register here: https://t.co/plrevgNVO4