Helping Diligent Advisors Ensure They're On The Right Planning Path
Unlock your white label settings and personalize your resources with a Deluxe or Premier Membership. Try out the white label settings below and check out this article on how you can use the white labeled flowchart today!
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Brand the guides here! Before you set up your White Label and Back Page, watch this short training video or check out the articles available under the White Label Set Up support page.
Share Link settings are what your client will see when you send an Interactive Checklist. Watch this video if you need help getting started setting up your Share Link profile settings.
Use our interactive resources with your clients and easily document the result in your CRM. Check out our Interactive Checklist feature and upgrade to Premier to unlock your integration option.
What Customers Are Saying About Us
Hundreds of other advisors are actively using fpPathfinder. Read what those lovely people have to say about us.
“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®️
“You are making all of our lives easier...and more importantly, our clients.”
— Jeff, an advisor in California
“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
“It’s brilliant to boil complex planning strategies into a one-page flowchart. It totally beats having to read 4 -5 articles to understand each nuance and exception, especially on the tax issues.”
— Meghan, an advisor in Georgia
“It's hands-down the best collection of client-facing resources I've found anywhere. The checklists are amazing too, to make sure I'm not forgetting anything in a review.”
— An advisor in Kentucky
“The decision tree format has been immensely helpful. The design is very simple and elegant.”
— Deirdre, an advisor in Massachusetts
“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!”