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.