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Strengthening your Financial Planning Processes with Charts and Checklists
On this episode, Matt Shute is joined by Mike Lecours the co-founder of fpPathfinder. fpPathfinder creates checklists and flowcharts to help advisors be more diligent in the planning process. He is also a financial advisor and planner.
Check him out here: https://www.fppathfinder.com/
As an added bonus, Mike sent over a couple of samples Here and Here.
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By Freedom Investment Management, Inc.
4
66 ratings
On this episode, Matt Shute is joined by Mike Lecours the co-founder of fpPathfinder. fpPathfinder creates checklists and flowcharts to help advisors be more diligent in the planning process. He is also a financial advisor and planner.
Check him out here: https://www.fppathfinder.com/
As an added bonus, Mike sent over a couple of samples Here and Here.
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