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The fpPathfinder resources are practical guides for making personal financial decisions.

The resources include a catalog of decision flowcharts and personal financial planning checklists to assist individuals to stay organized and aware of changes to rules impacting the decision process.

fpPathfinder Resources

Life Event Checklists

Recurring Checklists

Healthcare Flowcharts

Social Security Flowcharts

Retirement Accounts Flowcharts

Taxation Flowcharts