fpPathfinder

The fpPathfinder resources are practical guides for making personal finance decisions.  The resources include a catalog of decision flowcharts and personal financial planning checklists to assist individuals stay organized and aware of changes to rules impacting the decision process.

fpPathfinder resources include:

  • Life Event Checklists
  • Recurring Checklists
  • Healthcare Flowcharts
  • Social Security Flowcharts
  • Retirement Accounts Flowcharts
  • Taxation Flowcharts