fpPathfinder

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

Speak Confidently
Stay prepared for every client conversation with clarity and confidence using fpPathfinder’s ready-to-use conversation guides built for real-time planning discussions.
150+ Conversation Guides: be prepared for any client question.
Always-Updated Content: stay current without doing the research.
Guide Recommender: quickly surface the right guide for any topic.
New Insights: uncover overlooked planning opportunities.
Client Education: explain complex topics with clarity.
Essentials
$199/yr
per user
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Why Choose Essentials Membership?

  • Stay current with always-updated guides so you’re always prepared for any client conversation.

  • Save time by preparing for meetings in minutes with structured conversation guides.

  • Lead better conversations by turning complex topics into clear, confident guidance.

Essentials Members Use fpPathfinder Behind The Scenes As Their "Secret Sauce."
 
Access 150+ up-to-date guides to address clients' financial planning questions, helping you keep the rules straight and feel ready no matter the client question.
 
Ensure key planning topics are consistently covered and clients always understand the rationale behind your recommendations.
 
Simplify planning scenarios into clear, actionable steps with a structured framework that ensures consistency and confidence.
What Members Say About Essentials Membership
Don't take our word for it! Read what our members -- your peers -- have to say about being Essentials fpPathfinder Members.
 
 
"The checklists help advisors think outside the box of their knowledge and experience covering a multitude of planning areas."
– An Advisor in Minnesota
 
 
"The flowcharts give me a lot of confidence. Candidly, I sometimes worry that I might miss something when planning for my clients. The flowcharts give me confidence that I won't"
– An Advisor in Virigina
 
 
"I had my own internal set of workflows, but by piggybacking fpPathfinder, I've saved who knows how many hours. It's a great product and I'll be a subscriber for years."
– An Advisor in Texas
Struggling To Show Your Value? Want More Features?
Investments are set, annual review is done – now what? Use the Client Service Calendar for year-round client engagement. Paired with white-labeled guides and interactive tools, it helps you educate clients, showcase your value, and attract new opportunities. Available to Deluxe Members!
30 Day Hassle-Free Guarantee
We guarantee fpPathfinder will help you identify more planning opportunites, have more engaged clients, and a more efficient business. If for any reason you're not 100% satisfied at any time in the first 30 days, email us at support@fpPathfinder.com and we will refund your membership. All we ask in return is you do not use the one-click download function to download all the resources and then ask for a refund.
Join fpPathfinder's 5,000+ happy customers
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What Customers Are Saying About Us

Hundreds of other advisors are actively using fpPathfinder. Read what those lovely people have to say about us.
“I love the new "share a link" feature. This has made it much easier to send flowcharts and checklists to our clients. Thanks for the add!”
— An advisor in Texas
“Your software and platform are awesome and super helpful to me and my clients”
— Clinton, an Advisor in New York
“The resources available are beneficial internally and for clients. The checklists help advisors think outside the box of their knowledge and experience covering a multitude of planning areas. The flowcharts are well laid out visuals for the clients with possible scenarios identified and clear paths to take. fpPathfinders does a nice job updating the resources regularly and communicating to their customer base as well.”
— An advisor in Minnesota
“I can't say how much I love the product. It is just great. I recommend it to all my colleagues.”
— Robert, an Advisor in Colorado
“I just utilized one of the Roth flowcharts live on the phone with a client. It worked perfectly!”
— Rick, a financial advisor
“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
“Our team has really liked the charts and were particularly pleased with the traditional IRA vs. 401k for a business and the QBI chart.”
— Scott, an advisor in Oregon
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