fpPathfinder

Helping Diligent Advisors Ensure They're On The Right Planning Path

Better Planning Starts With the Right Fit
Choose the membership that fits your practice and supports better planning conversations.
 
Have More Than One Client Facing User? Explore Ensemble Pricing Options

Essentials
$199/yr
per user

Deluxe
$399/yr
per user

Premier
$599/yr
per user
Explore the benefits of each membership tier below
Confidently Provide Consistent Advice
 
Join
Enhance Client Engagement And Demonstrate Your Value
Join
Systematize Client Communication and Meetings
Join
Access a growing library of 150+ planning guides
Access Guides With These Tech Tools:
-Holistiplan
-Asset Map
-Money Tree
-Income Lab
 
Client Engagement Builder Tool.  
Digital sharing rights for your website or other marketing efforts.
 
Single Client Personalized Deliverable Reports  
CRM Integrations with
- Redtail CRM
- Wealthbox CRM
- Salesforce FSC
- XLR8
   
Customize Guides With Interactive Checklists
    
Always Up To Date Guides With AutoLink
    
 
Learn More About Essentials
Learn More About Deluxe
Learn More About Premier
Live Demo: From Pain Points To Solutions
Anyone who is interested can join this group webinar. You'll be able have your questions answered live. All you have to do is add them to the Q&A during the webinar. Can't make it? Register and we will send you the latest replay! If you have time now, you can view the last recorded live demo below.
Join An Upcoming Group Webinar
All times are ET. A Q&A box will be available so you can have your questions answered in real time.
Aug 7th @12PM
Aug 14th @12PM
Aug 21st @12PM
View Recent 'Live Demo' Replay
What You’ll Learn
Which membership level can move you closer to your goals
Best Practices Overview
Description and Brief Demo of the Tools available with membership
Heather Martinez
Member and Product Support Specialist
Stacia Waren, MBA, FPQP®, CSX™
Director Of Product
Meet Our Partners
Works with the tools you already use

Built To Complement Your Tech Stack

Bring fpPathfinder into the technology and workflows already supporting your firm.

Redtail Wealthbox Salesforce Financial Services Cloud XLR8 Asset-Map Holistiplan Snappy Kraken Financial Experts Network Moneytree
30-day Hassle-Free Money Back Guarantee
We offer a hassle-free 30 day money back guarantee. All we ask in return is you do not use the one-click download function to download all the guides and then ask for a refund. Doing so may void your refund. If you are not completely satisfied within your first 30 days, email support@fppathfinder.com and we will refund your membership.
FAQ
  Contact Us
Will I have any compliance issues using fpPathfinder?

Most of our members have no issues with compliance. If you do we will try to work with or, let us know within 30 days, and we’ll refund your membership.

Can I upgrade to Deluxe or Premier and pay a prorated amount?

You bet! You can start at a membership level that feels right for you. When you’re ready, you can upgrade anytime. When you go to the checkout page, a credit for your “unused” time will be deducted from the price.

How long will it take to get access to my fpPathfinder membership?

Access to your membership is instantaneous after you sign up. You will receive an email with login information to the membership.

Is there a discount for buying multiple memberships at once?

Yes. We offer Group Memberships with flexible plans for firms and education providers of any size. To get pricing for your team, you can request a quote directly from our Group Memberships page using the quote tool. If you have questions or prefer to reach out directly, email support@fppathfinder.com.

Am I locked into a contract when I sign up for an fpPathfinder membership?

Absolutely not! But we’ll be sad to see you go if you decide to cancel. We offer a hassle-free 30 day money back guarantee. All we ask in return is you do not use the one-click download function to download all the guides and then ask for a refund. If you are not completely satisfied within your first 30 days, email support@fppathfinder.com and we will refund your membership. You can also cancel your yearly membership by visiting Account Management prior to renewal.

Does fpPathfinder save client information on the website?

As a standard practice, fpPathfinder never has access to or retains any client information.

Any other questions before you sign up?

If there’s anything at all you’re not certain about, anything we haven’t made clear, any concerns or questions then please contact us at support@fpPathfinder.com and we’ll get right back to you.

What Members Say About fpPathfinder
Thousands of Advisors actively use fpPathfinder. Here is what some of them have to say about the power of the membership.
 
 
I find the flowcharts and checklists helpful for content and for presenting topics to clients. It is a streamlined approach to presenting information and while complex, it also demonstrates the value the advisor brings to the client in helping them navigate these complex situations.
– An Advisor from California
 
 
I love fpPathfinder. I use it nearly every day. Clients think it is very clear and easy to understand and it has increased our credibility.
– An Advisor from Utah
 
 
The fpPathfinder information is easy to find by topic and has been helpful in prepping for client meetings.
– An Advisor from New York
Join fpPathfinder’s 5,000+ Happy Members
Ready to take your practice to the next level?
Get Started Now

What Customers Are Saying About Us

Hundreds of other advisors are actively using fpPathfinder. Read what those lovely people have to say about us.
“With all the aspects of running a business, working with varying client scenarios, and knowing how much information is available, I like being able to look at a flowchart and just see what I need to see.”
— Mike, a financial advisor
“Checklists don't make the planner smarter or more skilled, but do help to ensure that the planner maximizes the knowledge and skill he/she already has.”
— Michael Kitces, Publisher and Editor-In-Chief at Kitces.com
“The charts are probably as much value to me (as advisor) as they are when given to a specific client. I know and understand the topics covered, but it can be a lot faster to refresh with a quick glance at the chart’s decision tree vs having to read through regulations”
— Larry, an advisor in Oregon
“The white-label feature in Deluxe is really fantastic. It is really powerful to talk through the decision tree with a client with our logo & color options on the chart, frankly, because it makes us look smarter!”
— Bill, an advisor in New York
“What you guys have created is pretty badass! I’ve used your material for both client meetings and prospective clients.”
— An advisor in California
“fpPathfinder has been critical in my execution of financial planning. They provide well thought resources for when clients face specific problems, and I use them over and over again.”
— Roger Whitney, CFP®️, CIMA®️, CPWA®️
“This is probably the best money I have ever spent. I love fpPathfinder!”
— Phillip, an advisor in North Carolina
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