1
Overview
2
Welcome Video
3
Questionaires
4
Guided Tour
Package

Congrats!

Congratulations on taking the first step in having more diligent client conversations. We recommend that you complete this onboarding tutorial before you jump into the Member Section.

If you have any questions, please feel free to email us at support@fppathfinder.com.

Welcome Aboard!

Account Set-up

Step of

Get your settings configured before exploring our database.

Tailor Your Experience

Tell us what you are looking for so we can help enhance your experience as a member
You Need to add some questions for your environment
Go here when logged in as an admin
What is a Planning Topic you address or want to address with your clients every year?
Reviewing Tax Returns
Beneficiary Review
Planning For Strategic Charitable Giving
Which of these describes a current client situation?
I have a new client and I want to show them how much we cover
An existing client needs an annual review
I have a client that is retiring
A client needs their investments reviewed
Which of these most popular resources would you like to view?
Important Numbers (like tax rates)
Master List Of Goals
What Issues Should I Consider Before The End Of The Year?
Estate Planning
Tell Us about your Tech Stack. Check All That Apply.
Financial Planning Tools
Holistiplan
Asset Map
MoneyGuide Pro
Right Capital
Moneytree
Income Lab
eMoney
Nitrogen
IncomeConductor
EncorEstate Plans
Trust & Will
Marketing Tools
Snappy Kraken
FMG Suite
Broadridge
CRM
Wealthbox
Redtail/Orion
Salesforce
XLR8
Practifi
EBIX
Microsoft
Advyzon
Scheduling Tools
Calendly
ScheduleOnce
Acuity
What specific benefits or advantages are you seeking to obtain by becoming a member of fpPathfinder?

Congrats!

Let’s get started with a brief tour of the Member Section.

Questions? Email us at support@fppathfinder.com

« Go Back
Skip Step
  • Pricing
    • Individual Memberships
    • Group Memberships
  • Webinars
  • Support Hub
    • Support Articles
    • Partnerships
    • About Us
    • Blog
    • Contact Us
  • Member Section

fpPathfinder

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

  • Pricing
    • Individual Memberships
    • Group Memberships
  • Webinars
  • Support Hub
    • Support Articles
    • Partnerships
    • About Us
    • Blog
    • Contact Us
  • Member Section
  • Become a Member
    Log In Suggest A Guide

Introducing Our Deluxe Package: White Labeling & Ability To Share Online

October 10, 2018
Announcements, Feature Annoucements

We are thrilled to announce a new package at fpPathfinder.  This has been developed in direct response to the overwhelming feedback and input from our members!  With this new package, you receive everything from Essentials, plus the following:

  • Ability to add your logo to the upper righthand corner. This would replace the fpPathfinder logo.
  • Customize flowchart colors to match your brand.  You can pick from our six pre-selected color palettes or (if you’re a stickler for colors) you can match the colors to your unique color scheme using hex color codes.
  • Share your custom white-labeled flowcharts online and through social media channels. 
  • Include additional information or disclaimers to the back side of the flowcharts.

We are charging $299/year for the Deluxe membership. But, if you’re an existing Essentials member, you will only pay a prorated amount if you decide to upgrade from Essentials to Deluxe.

Ready to try it out? We have made one of the flowcharts available for you to test-drive white labeling. 

What do you think of this new package? Is there anything that should be included? Send me an email directly with any ideas or feedback.

Sign Up to Receive Updates

Join our mailing list to be updated as we release new flowcharts and checklists that might be of interest.
  • This field is for validation purposes and should be left unchanged.

Categories

  • Service Guides – Linked
    • Guide Bundles
    • Timely Conversations
    • Age-Related Planning
    • Money In Motion
    • Top 10 Most Popular Resources
    • Client Service Calendar
  • How Advisors Use The Checklists and Flowcharts
    • Best Practices
    • Getting Started
    • Marketing
    • Planning Management
  • Announcements
    • Company Announcements
    • Resource Additions
    • Feature Annoucements
    • Updated Resources
  • In The Press
  • Uncategorized

Become a Member

See how our flowcharts and checklists help you navigate complex financial planning questions.
Become a Member

What Customers Are Saying About Us

Hundreds of other advisors are actively using fpPathfinder. Read what those lovely people have to say about us.
“My clients and COIs love these. I’ve shown the medicare IRMAA flowchart to a Medicare consultant I work with and she loved it”
— Steve, an advisor in Ohio
“This is probably the best money I have ever spent. I love fpPathfinder!”
— Phillip, an advisor in North Carolina
“I just met with a client who had a question regarding her eligibility for Social Security benefits. We went through the flowcharts answering each question and following the lines. She looked at me and said 'This is great, it was so much easier to use this than trying to go through all the literature that Social Security offers. Thank you so much.'”
— Ben G, an advisor in Wisconsin
“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®️
“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 in Utah
“We are delighted with the thoroughness of each chart in simplifying the complex questions and helping lead to an answer. These are indeed a helpful asset in our toolbox for work with clients.”
— Victoria L, an advisor in Massachusetts
“I can’t tell you how much I appreciate the Flow Charts you are providing. Helps me feel a little less crazy as an advisor.”
— Tami C, an advisor in Colorado
Become a Member
  • Become a Member
  • Member Section
  • Suggest a Flowchart or Checklist
  • Contact Us
  • Refund Policy
  • TOS & Privacy Policy
  • Careers: Job Postings

Sign Up to Receive Updates

Join our mailing list to be updated as we release new flowcharts and checklists that might be of interest.
  • This field is for validation purposes and should be left unchanged.

Have a question, idea, or comment? We want to know! Contact Us

Copyright © 2025 fpPathfinder, All rights reserved.

Streamline A Standout Client Experience With Interactive Checklists

Premier unlocks Interactive Checklists plus CRM integrations with Redtail, Wealthbox, Salesforce Financial Services Cloud, and XLR8.

Learn More

Educate And Impress With Branded Flowcharts, Checklists, And Summary Guides

Deliver white-labled handouts clients won’t want to put down. Upgrade to Deluxe or Premier to white label the guides.

Learn More

Download all your white-labeled guides in one zip file for faster, easier sharing.

Upgrade to Deluxe or Premier for access to this feature.

Learn More

Deliverable Reports: Do More With Less Effort

Upgrade to Deluxe for Single Report Access or Premier Membership for full access. Premier Members can unlock the capability to scale your client communications with the CSV upload option that generates client-specific PDFs. View a Demo here.

Join as a Premier Member
Close