fpPathfinder
HQ Address
Farmington, New Mexico, United States
Website Address
Business introduction
Helping advisors be more diligent in their planning processes
Financial Planning is complex. It’s easy to forget a rule or become confused. Just when you think you have it figured out, the rules change. With fpPathfinder you can be a more diligent advisor and systematize your planning process.
We create simple, elegant, and effective checklists and flowcharts to help financial advisors be more diligent in their planning processes. Our checklists make your planning process easier, more consistent, and less stressful. You can also use our resources to proactively plan with clients, distinguish yourself as an advisor, and reduce the amount of time spent on research.
fpPathfinder Solutions
fpPathfinder
We create simple, elegant, and effective checklists and flowcharts to help financial advisors be more diligent in their planning processes. Our checklists make your planning process easier, more consistent, and less stressful. You can also use our resources to proactively plan with clients, distinguish yourself as an advisor, and reduce......
business needs
- Business Process Management & Outsourcing
- Client Engagement & Management
- Financial & Retirement Planning
