fpPathfinder

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

About Us

Ever wonder who is behind fpPathfinder? Read on and wonder no more!

"Just ticking boxes is not the ultimate goal here. Embracing a culture of teamwork and discipline is."

— Atul Gawande, The Checklist Manifesto

The Values That Make Our Team Click

fpPathfinder was founded in 2018 to bridge the gap between complexity and clarity. Our team is dedicated to helping advisors unravel the intricacies of financial planning concepts and translate them into actionable steps that you can implement with confidence.

At fpPathfinder, our team thrives on two fundamental values that define our culture and drive our success:

Foster Craftsmanship

Create something amazing, attend to details, solve problems with creativity and resourcefulness. We take pride in delivering exceptional results that exceed expectations, constantly pushing the boundaries of what is possible.

Be Curious

Ask questions rigorously, continually learn and improve, be alert to what’s coming. We stay ahead of the curve, anticipating trends and developments, and remain vigilant to what the future holds, enabling us to adapt and innovate in an ever-evolving landscape.

Meet Our Founders

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Michael Lecours

Co-Founder | CFP®
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Michael E. Kitces

Co-Founder | MSFS, MTAX, CFP®, CLU, CHFC, RHU, REBC, CASL
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Micheal Lecours

Michael Lecours, CFP® is a Co-Founder of fpPathfinder. He is also a financial advisor and planner at the Wealth Strategies Team. Michael began his career in advertising where he worked to develop marketing strategies for insurance companies, banks, credit unions, RIAs and hedge funds. Now, he leverages his background in advertising to distill complex financial planning concepts into straightforward strategies, apply behavioral finance concepts to the planning process and injects a disciplined approach to all facets of the client experience.

mike@fppathfinder.com

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Michael E. Kitces

Michael Kitces is the Chief Financial Planning Nerd at Kitces.com, dedicated to advancing knowledge in financial planning and helping to make financial advisors better and more successful.

In addition, he is the Head of Planning Strategy at Buckingham Wealth Partners, the co-founder of the XY Planning Network, AdvicePay, New Planner Recruiting, fpPathfinder, and FA BeanCounters, the former Practitioner Editor of the Journal of Financial Planning, the host of the Financial Advisor Success podcast, and the publisher of the popular financial planning industry blog Nerd’s Eye View.

In 2010, Michael was recognized with one of the FPA’s “Heart of Financial Planning” awards for his dedication and work in advancing the profession.

mike@fppathfinder.com

Meet Our Team

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Eren Franco

Marketing Manager

eren@fppathfinder.com
Stacia Waren
Stacia Waren

MBA, FPQP®, CSX™, aPHR®
Member Experience Manager

stacia@fppathfinder.com
Chris Granger
Chris Granger

CFP® Guide Creator

chris@fppathfinder.com
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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.
“Our firm had been looking for something like this for so many years. A standardized checklist or flowchart of important issues to consider, and a way to integrate the responses into our system. When we stumbled across your service, I couldn't have signed up any quicker. We now use the checklists to conduct monthly webinars about the all of the important topics”
— An advisor in Texas
“Thank you for creating a robust, yet very practical, planning tool.”
— Andy, an advisor in Florida
“I really love the concept of fpPathfinder because I spend so much time reinventing the wheel when communicating planning concepts to clients. Moreover, the flowchart format can be used time and time again to produce consistent results.”
— Kevin P, an advisor in Illinois
“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
“I think it’s the bees knees! I think it provides me and my clients the most value of any of the services we use at my firm. Everything is well-designed and the amount of material you guys pack into a page without it being overwhelming is AMAZING!”
— An advisor in Kentucky
“What you guys have created is pretty badass! I’ve used your material for both client meetings and prospective clients.”
— An 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
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