🎉 NEW GUIDE TYPE: Client To-Do Lists [August 2026]
Help Clients Go From “What Now?” To “Here’s What’s Next.”
Sometimes the financial planning conversation is complete, but the client still needs help figuring out what to do next.
That is why fpPathfinder is introducing Client To-Do Lists, a new guide type designed specifically to help clients take action. Joining checklists, flowcharts, and summary guides, they become the fourth guide type in the fpPathfinder library.
Built For Action
Unlike our other guide types, Client To-Do Lists focus entirely on the client as the end user.
The to-do lists don’t ask planning questions, explain technical rules, or cover complex financial concepts. They give clients a simple, actionable list of steps they can work through.
This helps advisors extend their support beyond the recommendation, especially during important or overwhelming situations that often fall outside the traditional planning workflow.
Clear Next Steps For Clients
Client To-Do Lists are built for the moments when the planning conversation is finished, but the client still has to execute.
This new guide type turns recommendations into clear, practical next steps clients can work through with confidence. Rather than leaving clients to figure out what comes next on their own, advisors can give them a simple, organized path forward.
Use Client To-Do Lists after a meeting, during a major life event, or anytime a client could benefit from clear direction on what to do next.
Deluxe and Premier members can also white-label the guides with their firm’s branding, creating a polished, professional takeaway that is ready to send directly to clients or implement into marketing efforts.
A New Guide Type For A Different Part Of The Conversation
Each fpPathfinder guide type serves a different purpose:
- A checklist helps uncover planning considerations.
- A flowchart helps evaluate a decision.
- A summary guide helps explain a topic.
- A Client To-Do List helps the client take action.
Together, they help advisors support clients from the planning conversation through what comes next.
Members can find them in the new Client To-Do Lists category in the Member Section.
Not A Member?
Join fpPathfinder to access the new Client To-Do Lists, plus a growing library of guides designed to support better planning conversations.