Pathfinder Planning & Investments
Email: [email protected]
Phone: 4065413733
Address: 27 Fort Missoula Road, STE. 1, Missoula, MT 59804
| Ticket | Status | Created | Resolved |
|---|---|---|---|
| #36982 Melio Payments...need help | Customer Reply | Jan 19, 2026 | — |
| #36951 PDF-XChange Editor (PDFXEdit.exe) - UAC Authorization Requested | Resolved | Jan 14, 2026 | Jan 14, 2026 |
| #36907 Software, business phone help | Customer Reply | Jan 9, 2026 | — |
| #36906 New copier install next week | Resolved | Jan 9, 2026 | Jan 21, 2026 |
| #36882 Apology for overdue invoices! | New | Jan 7, 2026 | — |
| #35851 BoxDrive.msi - UAC Authorization Requested | Resolved | Sep 24, 2025 | Sep 24, 2025 |
| #35723 Hannah access to Stewart files | Resolved | Sep 17, 2025 | Oct 15, 2025 |
| #35591 Microsoft Windows Operating System (windows.storage.dll) - UAC Authorization Requested | New-PrivilegeRequest | Sep 3, 2025 | — |
| #35522 Hannah access to Stewart files | New | Aug 27, 2025 | — |
| #35462 Hannah 1PW | New | Aug 22, 2025 | — |
| #35446 Dell power cord/ iphone set up | New | Aug 21, 2025 | — |
| #35375 PDF-XChange Updater (TrackerUpdate.exe) - UAC Authorization Requested | Resolved | Aug 14, 2025 | Aug 17, 2025 |
| #35309 House Cleaning ... | Resolved | Aug 8, 2025 | Oct 15, 2025 |
| #35304 New Employee | Resolved | Aug 8, 2025 | Aug 13, 2025 |
| #35143 Website updates underway | Scheduled | Jul 25, 2025 | — |
| #34916 BoxDrive.msi - UAC Authorization Requested | Resolved | Jul 2, 2025 | Jul 2, 2025 |
| #34847 Spectrum Upgrade | Resolved | Jun 23, 2025 | Aug 8, 2025 |
| #34752 Email not working? | Resolved | Jun 13, 2025 | Aug 8, 2025 |
| #34682 **PLEASE REPLACE THIS TEXT WITH A DESCRIPTION OF ISSUE** | Resolved | Jun 4, 2025 | Aug 8, 2025 |
| #34288 Microsoft Windows Operating System (windows.storage.dll) - UAC Authorization Requested | Resolved | Apr 21, 2025 | Apr 22, 2025 |
| #34219 Need to meet and update you on biz changes | Resolved | Apr 17, 2025 | Aug 8, 2025 |
| #33102 Billing question | Resolved | Mar 5, 2025 | Aug 8, 2025 |
| #30342 Need help with a pop-up | Resolved | Nov 29, 2024 | Aug 8, 2025 |
| #29977 Invoice | Resolved | Nov 1, 2024 | Nov 11, 2024 |
| #29832 Phishing email from Boyle, Deveny & Meyer | Resolved | Oct 22, 2024 | Oct 23, 2024 |
| #29767 Fw: A few more questions | Resolved | Oct 18, 2024 | Feb 19, 2025 |
| #29761 New systems at Core Planning | Resolved | Oct 18, 2024 | Oct 18, 2024 |
| #29729 Time to chat? | Resolved | Oct 17, 2024 | Aug 8, 2025 |
| #29326 Scanning issues | Resolved | Oct 1, 2024 | Oct 1, 2024 |
| #28817 Montana Property Tax Rebate Program--OPENS TODAY | Resolved | Aug 15, 2024 | Aug 15, 2024 |
| #28210 BoldSign | Resolved | Jun 27, 2024 | Jun 27, 2024 |
| #28185 BoldSign | Resolved | Jun 25, 2024 | Jun 25, 2024 |
| #28177 Introducing you to my new web designer | Resolved | Jun 24, 2024 | Aug 8, 2025 |
| #28172 Adobe/BoldSign update | Resolved | Jun 24, 2024 | Jun 24, 2024 |
| #28122 BoldSign | Resolved | Jun 18, 2024 | Aug 8, 2025 |
| #28108 Missy locked out | Resolved | Jun 17, 2024 | Aug 8, 2025 |
| #28051 Gage Off-Boarding .... | Resolved | Jun 12, 2024 | Jun 12, 2024 |
| #28016 Bootstrapper Small (setup.exe) - UAC Authorization Requested | Resolved | Jun 11, 2024 | Jun 14, 2024 |
| #27966 **PLEASE Adobe Sign software | Resolved | Jun 7, 2024 | Jun 12, 2024 |
| #27962 **PLEASE Gage last day 6/14 | Resolved | Jun 7, 2024 | Feb 19, 2025 |
| #27391 **Fees with smaller practice | Resolved | May 13, 2024 | Aug 8, 2025 |
| #26905 DOSBox Issues | Resolved | Apr 19, 2024 | Nov 15, 2024 |
| #26900 Can't move items out of folders | Resolved | Apr 18, 2024 | Apr 24, 2024 |
| #26809 Dell update | Resolved | Apr 11, 2024 | Aug 8, 2025 |
| #26790 Richard Morningstar Update | Resolved | Apr 9, 2024 | Apr 9, 2024 |
| #26207 Old .doc Issue | Resolved | Feb 22, 2024 | Feb 13, 2025 |
| #26196 Tracker Software Products (Canada) Limited | Resolved | Feb 21, 2024 | Nov 15, 2024 |
| #26063 Malware/viruses | Resolved | Feb 13, 2024 | Feb 13, 2024 |
| #26021 Printer problem | Resolved | Feb 12, 2024 | Aug 8, 2025 |
| #25980 Paying invoices onlin | Resolved | Feb 8, 2024 | Feb 13, 2024 |
| #25807 Morningstar Page PDF Issue | Resolved | Jan 29, 2024 | Feb 1, 2024 |
| #25805 Word 97 Issue | Resolved | Jan 29, 2024 | Nov 15, 2024 |
| #25681 @risk software & old laptop to Richard | Resolved | Jan 22, 2024 | Nov 15, 2024 |
| #25625 Can't open word doc | Resolved | Jan 18, 2024 | Jan 18, 2024 |
| #25604 Morningstar Issues for Jill and Missy | Resolved | Jan 16, 2024 | Aug 8, 2025 |
| #25588 PDF Xchange Editor | Resolved | Jan 15, 2024 | Nov 15, 2024 |
| #25570 Morningstar | Resolved | Jan 12, 2024 | Jan 18, 2024 |
| #25436 New laptop delivery? Scanning for Missy? | Resolved | Dec 29, 2023 | Jan 17, 2024 |
| #25257 Missy--1Password | Resolved | Dec 12, 2023 | Aug 8, 2025 |
| #25252 New Employee Access - Melissa Hameline | Resolved | Dec 11, 2023 | Aug 8, 2025 |
| #25245 Missy--start up questions | Resolved | Dec 11, 2023 | Feb 19, 2025 |
| #25217 Cybersecurity questions for auditors | Resolved | Dec 7, 2023 | Aug 8, 2025 |
| #25150 New Employee to add | Resolved | Nov 30, 2023 | Nov 15, 2024 |
| #25085 FW: Your Dell Order Has Been Received | Dell Purchase ID: 2009571341089 | Resolved | Nov 24, 2023 | Nov 15, 2024 |
| #25066 Email Archiving | Resolved | Nov 20, 2023 | Nov 28, 2023 |
| #24921 Scan | Resolved | Nov 6, 2023 | Aug 8, 2025 |
| #24875 Scanning? | Resolved | Nov 2, 2023 | Nov 10, 2023 |
| #24873 1Password | Resolved | Nov 2, 2023 | Aug 8, 2025 |
| #24827 Screen Problem | Resolved | Oct 30, 2023 | Nov 8, 2023 |
| #24825 PW protected documents | Resolved | Oct 30, 2023 | Nov 15, 2024 |
| #24780 Two questions | Resolved | Oct 23, 2023 | Aug 8, 2025 |
| #24651 Cybersecurity Section of Procedure Manual | Resolved | Oct 10, 2023 | Aug 8, 2025 |
| #24561 FW: Chapter AM September Re-Cap | Resolved | Oct 2, 2023 | Aug 8, 2025 |
| #24455 Scanning Issues | Resolved | Sep 19, 2023 | Sep 19, 2023 |
| #24354 BUBBA's last gasp | Resolved | Sep 7, 2023 | Sep 7, 2023 |
| #23700 FW: All Fstewartfinancial Team Mandatory 2FA Requirement | Resolved | Jun 20, 2023 | Sep 7, 2023 |
| #23489 New Phone - No 1Password Secret Key | Resolved | May 19, 2023 | May 22, 2023 |
| #23288 Updates and Installs | Resolved | Apr 25, 2023 | Sep 7, 2023 |
| #23112 Outlook | Resolved | Apr 12, 2023 | Apr 12, 2023 |
| #23099 Sherie's Computer--Bitlocker Key | Resolved | Apr 10, 2023 | Sep 7, 2023 |
| #23077 QB on Sherie's computer | Resolved | Apr 6, 2023 | Apr 7, 2023 |
| #22967 Computer Freezing | Resolved | Mar 20, 2023 | Sep 7, 2023 |
| #22952 Office 365 Password Expiring?? | Resolved | Mar 17, 2023 | Mar 20, 2023 |
| #22883 FW: RE: Drop off items? | Resolved | Mar 2, 2023 | Sep 7, 2023 |
| #22818 Cybersecurity reimbursement from State | Resolved | Feb 14, 2023 | Sep 7, 2023 |
| #22742 Disable PINs? | Resolved | Jan 31, 2023 | Feb 2, 2023 |
| #22534 Public Wifi Password | Resolved | Jan 3, 2023 | Sep 7, 2023 |
| #22349 More cyber insurance questions | Resolved | Nov 22, 2022 | Dec 1, 2022 |
| #22239 excel file that had a macro attached | Resolved | Nov 3, 2022 | Sep 7, 2023 |
| #22238 Admin required for morning-star update. | Resolved | Nov 3, 2022 | Nov 3, 2022 |
| #22172 PDF Editor | Resolved | Oct 20, 2022 | Oct 24, 2022 |
| #22087 Please help with cyberinsurance questionnaire | Resolved | Oct 3, 2022 | Sep 7, 2023 |
| #22084 No Server/Cloud Access | Resolved | Oct 3, 2022 | Sep 7, 2023 |
| #22036 Issues with the @risk software we use with Excel | Resolved | Sep 27, 2022 | Sep 7, 2023 |
| #21852 Software Uninstall | Resolved | Aug 29, 2022 | Sep 7, 2023 |
| #21657 power outage | Resolved | Jul 21, 2022 | Dec 1, 2022 |
| #21631 Package of Batteries | Resolved | Jul 15, 2022 | Jul 18, 2022 |
| #21611 Info re email archiving | Resolved | Jul 8, 2022 | Dec 1, 2022 |
| #21512 Log in to QB | Resolved | Jun 21, 2022 | Sep 7, 2023 |
| #21491 Microsoft Charges | Resolved | Jun 16, 2022 | Jun 17, 2022 |
| Invoice | Date | Total | Balance | Status |
|---|---|---|---|---|
| #3708 | Mar 31, 2026 | $210.00 | — | Unpaid |
| #3696 | Feb 28, 2026 | $210.00 | — | Unpaid |
| #3683 | Jan 31, 2026 | $210.00 | — | Unpaid |
| #3671 | Jan 13, 2026 | $100.00 | — | Unpaid |
| #3665 | Dec 31, 2025 | $210.00 | — | Unpaid |
| #3652 | Nov 30, 2025 | $210.00 | — | Unpaid |
| #3639 | Oct 31, 2025 | $210.00 | — | Unpaid |
| #3625 | Sep 30, 2025 | $210.00 | — | Unpaid |
| #3609 | Aug 31, 2025 | $210.00 | — | Unpaid |
| #3591 | Jul 31, 2025 | $210.00 | — | Unpaid |
| #3577 | Jun 30, 2025 | $210.00 | — | Unpaid |
| #3574 | Jun 24, 2025 | $1,285.92 | — | Unpaid |
| #3560 | May 31, 2025 | $210.00 | — | Unpaid |
| #3537 | Apr 30, 2025 | $210.00 | — | Unpaid |
| #3522 | Mar 31, 2025 | $210.00 | — | Unpaid |
| #3503 | Feb 28, 2025 | $210.00 | — | Unpaid |
| #3485 | Jan 31, 2025 | $140.00 | — | Unpaid |
| #3465 | Dec 31, 2024 | $570.00 | — | Paid |
| #3444 | Nov 30, 2024 | $140.00 | — | Unpaid |
| #3426 | Oct 31, 2024 | $570.00 | — | Paid |
| #3407 | Sep 30, 2024 | $570.00 | — | Paid |
| #3383 | Aug 31, 2024 | $570.00 | — | Paid |
| #3361 | Jul 31, 2024 | $570.00 | — | Paid |
| #3344 | Jun 30, 2024 | $596.50 | — | Paid |
| #3341 | Jun 24, 2024 | $1,128.00 | — | Paid |
| #3323 | May 31, 2024 | $596.50 | — | Paid |
| #3304 | Apr 30, 2024 | $600.50 | — | Paid |
| #3285 | Mar 31, 2024 | $600.50 | — | Paid |
| #3267 | Feb 29, 2024 | $600.50 | — | Paid |
| #3251 | Jan 31, 2024 | $600.50 | — | Paid |
| #3236 | Dec 31, 2023 | $792.08 | — | Paid |
| #3219 | Nov 30, 2023 | $600.50 | — | Paid |
| #3200 | Oct 31, 2023 | $600.50 | — | Paid |
| #3181 | Sep 30, 2023 | $600.50 | — | Paid |
| #3158 | Aug 31, 2023 | $600.50 | — | Paid |
| #3155 | Aug 22, 2023 | $1,800.00 | — | Paid |
| #3136 | Jul 31, 2023 | $600.50 | — | Paid |
| #3118 | Jun 30, 2023 | $600.50 | — | Paid |
| #3114 | Jun 24, 2023 | $864.00 | — | Paid |
| #3096 | May 31, 2023 | $600.50 | — | Paid |
| #3077 | Apr 30, 2023 | $600.50 | — | Paid |
| #3059 | Mar 31, 2023 | $600.50 | — | Paid |
| #3041 | Feb 28, 2023 | $600.50 | — | Paid |
| #3025 | Jan 31, 2023 | $574.00 | — | Paid |
| #3010 | Dec 31, 2022 | $574.00 | — | Paid |
| #2988 | Nov 30, 2022 | $574.00 | — | Paid |
| #2972 | Oct 31, 2022 | $574.00 | — | Paid |
| #2958 | Sep 30, 2022 | $574.00 | — | Paid |
| #2943 | Aug 31, 2022 | $574.00 | — | Paid |
| #2926 | Jul 31, 2022 | $574.00 | — | Paid |
| #2909 | Jun 24, 2022 | $864.00 | — | Paid |
| #2908 | Jun 24, 2022 | $574.00 | — | Paid |
| #2892 | Jun 13, 2022 | $1,128.00 | — | Paid |
| Name | Phone | Mobile | |
|---|---|---|---|
| FSA Admin | [email protected] | — | — |
| FSA Sync | [email protected] | — | — |
| Gage Legare | [email protected] | — | — |
| Hannah Santa Cruz | [email protected] | — | — |
| Jill Tripp | [email protected] | — | — |
| Jill Tripp | [email protected] | — | — |
| Missy Hameline | [email protected] | — | — |
| Richard Marshall | [email protected] | — | — |
| Sherie TeSoro | [email protected] | — | — |
| Sherie TeSoro | [email protected] | — | — |