fpPathfinder

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

Confident Conversations Start Here ⬇
Our guides and tools equip you to answer client “can I” questions, uncover new opportunities, and deliver a standout client experience at every meeting.
 
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"What you guys have created is pretty bada**! I’ve used your material for both client meetings and prospective clients."
— An advisor in CA
Why Choose fpPathfinder?
Always Have The Right Answer
Gain confidence that you don't miss important planning issues. Look and feel like a rock star with clients and get more business as the financial planning expert.
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Educate & Engage With Clients
Keep clients engaged with polished, white-labeled guides. Use them in meetings or marketing to show your value, spark deeper conversations, and keep clients engaged every step of the way.
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Scale Your Value
Streamline client engagement with interactive, personalized checklists and a Client Service Calendar that uncover planning needs, and deliver ongoing value throughout the year.
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See fpPathfinder In Action!
See how members use our comprehensive financial planning guides to educate clients and answer their questions. Sign up for a live group demo!
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What You'll Learn
Membership best practices and which membership level fits your needs best
Learn use cases for our most popular tools and how they help you to demonstrate value, build trust, and be the expert
Ask your questions about how to use fpPathfinder tools with your clients
Heather Martinez
Member and Product Support Specialist
Stacia Waren, MBA, FPQP®, CSX™
Director Of Product
Navigating Complex Questions
Flowcharts, checklists, and summary guides help you confidently navigate planning conversations and show clients and prospects your value.
Insightful Flowcharts
Save time by quickly answering client questions—just send clients a flowchart! Use as value-added client handouts to reinforce key points from your discussions. Encourage proactive and informed planning conversations with clients.
Comprehensive Checklists
Educate clients during complex life events with checklists on issues to cover. Develop your Client Service Calendar with timely checklists. Branded to your firm and available in digital or PDF formats.
Concise Summary Guides
Distill popular planning concepts into key points. Highlight your knowledge and value with branded guides. Streamline client explanations to save time for high-value planning tasks.
 
PREMIER MEMBERSHIP FEATURE
Interactive Checklists make it easier and faster to help clients
Looking for some customization? Edit, add, or hide checklist questions to match your client’s situation.
Create a custom link to send clients a digital checklist to fill out. Integrate with your CRM to log notes and planning issues, or get completed checklists sent your to inbox.
Premier members can complete interactive checklists with clients during meetings or send them to clients beforehand to gather information and flag issues for an efficient meeting.
Try it out now!
Join fpPathfinder's 5,000+ Happy Members
Ready to take your practice to the next level?
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DELUXE & PREMIER MEMBERSHIP FEATURE
Custom white label the flowcharts, checklists, and summary guides to create a branded, tangible experience for clients and prospects!
Add your logo
Choose your colors
Try it out now!
From $99/yr
Navigate The Growing Complexity Of Financial Planning
Become A Member To Receive:

Access to every Guide

30-Day hassle-free money back guarantee

PDF downloads for in-person meetings

White Label Capabilities (Deluxe and Premier)

Digital rights for sharing via websites, email campaigns, & social media (Deluxe and Premier)

Ability to create customized backpages with disclosures & contact information (Deluxe and Premier)

Custom Client Engagement Builder (Deluxe and Premier)

Single Report Client Deliverable (Deluxe and Premier)

Interactive Checklists (Premier)

Redtail, Wealthbox, Salesforce Financial Cloud Services, & XLR8 Integrations (Premier)

Client Deliverable Reports Bullk (Premier)

Explore Plans
Visit the Member Section to see what is offered.
What People Are Saying About Us
 
 
“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 and fpPathfinder Co-Founder
 
 
“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®️
 
 
“fpPathfinder is the only planning tool that tries to address all of the obstacles facing our clients”
– Cathy Curtis Curtis Financial Planning
Join fpPathfinder's 5,000+ Happy Members
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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.
“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
“In client meetings I'm often sharing a checklist regarding a specific topic, and helping clients understand the planning issues, opportunities, and process all very quickly and efficiently.”
— An advisor in Texas
“Love the Redtail integration - it’s been instrumental in my prep for my client reviews. I’m finding my self being over-prepared because of the robust lists which is great.”
— Don, and advisor in California
“I love the flowcharts and have found them very helpful in guiding clients on complicated planning issues. The charts are easy to follow and help navigate through difficult decisions based on clients' unique circumstances.”
— Jason, an advisor in Illinois
“Your software and platform are awesome and super helpful to me and my clients”
— Clinton, an Advisor in New York
“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 just utilized one of the Roth flowcharts live on the phone with a client. It worked perfectly!”
— Rick, a financial advisor
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