fpPathfinder 1Q Planning Guide for Financial Advisors

Resilient Advisor is partnering with fpPathfinder again this year to bring Financial Advisors complementary quarterly planning guides.

🎯 Start the Year Strong with fpPathfinder's Q1 Guide!

The beginning of the year is the perfect time to connect with your clients and highlight meaningful planning opportunities.

Are you using your First Quarter Guide from fpPathfinder yet? If not, now’s the time to get started! Michael Lecours, CFP® explains in this video.

This quarter’s free checklist helps you engage clients with key questions like:

➡️ Does a New Year’s resolution impact their financial goals?

➡️ Are they hitting important age milestones, such as RMDs?

➡️ Did they receive a year-end bonus, and how can you help them save wisely?

💡 Starting these conversations early in the year can make a significant difference in your client relationships and their financial outcomes.

📥 Download your free guide today and see how fpPathfinder can help streamline your planning process: https://www.resilientadvisor.com/fppa...


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