Navigate The Growing Complexity Of Financial Planning
Financial planning is complex. It’s easy to forget a rule or become confused. Just when you think you have it figured out, the rules change. With fpPathfinder you can be a more diligent advisor and systematize your planning process.
 
30-day Money Back Guarantee
$99/yr
per user
$299/yr
per user
$499/yr
per user
Have more than one client-facing user? Check out our Ensemble Pricing
Confidently Provide Consistent Advice
 
Enhance Client Engagement And Demonstrate Your Value
Systematize Client Communication and Meetings
Access To Asset-Map And Holistiplan Integrations
Every Guide Download In PDF
Format
Access To Single Client Deliverable Reports  
White Label Capabilities  
Digital Rights For Sharing Via Websites, Email Campaigns, & Social Media  
Client Engagement Builder Tool  
Access To Bulk Client Deliverable Reports    
Exclusive Access To Interactive Checklists    
- Add, Hide, Or Edit Questions On All Interactive Checklists
- Add Personal Notes To The Client View Header Text Or Considerations
- Save Your Templates For Future Use
- And More!
   
CRM Integrations (Redtail, Wealthbox, Salesforce FCS, XLR8)    
Meet Our Partners
Live Demos: Experience What fpPathfinder Has To Offer!
Anyone who is interested can join this group webinar. You'll be able have your questions answered live. All you have to do is add them to the Q&A during the webinar. Can't make it? Register and we will send you the replay!
Join An Upcoming Group Webinar
All times are ET. A Q&A box will also be available. These live demos are recorded and are in a group format.
What You’ll Learn
Which membership level can move you closer to your goals
Best Practices Overview
Description and Brief Demo of the Tools available with membership
Stacia Waren, MBA, FPQP®, CSX™
Member Experience Manager
Michael Lecours, CFP®
Co-founder
30-day Hassle-Free Money Back Guarantee
We offer a hassle-free 30 day money back guarantee. All we ask in return is you do not use the one-click download function to download all the guides and then ask for a refund. Doing so may void your refund. If you are not completely satisfied within your first 30 days, email support@fppathfinder.com and we will refund your membership.
FAQ
How Are The Guides Created?
Our purpose at fpPathfinder is to raise planning issues and identify decision points so that financial advisors have a script to guide more productive client conversations. Often members and non-members alike ask how we approach guide development, and what we do to ensure that we are being diligent.
There's More! Don’t see what you’re looking for?  Contact Us
Will I have any compliance issues using fpPathfinder?

Most of our members have no issues with compliance. If you do we will try to work with or, let us know within 30 days, and we’ll refund your membership.

Can I see a complete list of your available guides?

Yes! Here is a Complete Guide List by title and category.

Can I customize the guides with my own questions?

Sort of! Our checklists are designed to provide you with a guide of various financial planning issues to consider, whether you’re in prep mode, or meeting a client face-to-face. Interactive Checklists, available to Premier Members, allow you to hide, edit, or add custom questions to current checklists. This way, you can craft a personalized client experience while relying on a thoroughly researched and reviewed framework.

Other Interactive Checklist Features Include:

  • Add, Hide, Or Edit Questions
  • Add Personal Notes To The Client View Header Text
  • Add More Than One User To The Checklist
  • Save Your Templates For Future Use
  • See Who Completed An Interactive Checklist
  • Updated CRM Contact Linking For Public Interactive Checklists (Previously Send To Many)
  • And More!

Check out this demo (or view the demo below) to learn more about Interactive Checklists!

Can I see a demo or try out the features? (Includes the Redtail, Wealthbox, and Salesforce FCS Integration videos plus XLR8 Webinar)

Redtail CRM users: Watch this Demo if you are looking for a high-level overview of fpPathfinder, a demo of interactive checklists and the integration with Redtail.

Wealthbox CRM users: Watch this Demo if you are looking for a high-level overview of fpPathfinder, a demo of interactive checklists and the integration with Wealthbox.

XLR8 CRM users: Watch this Demo if you are looking for a high-level overview of fpPathfinder, a demo of interactive checklists and the integration with XLR8.

Salesforce Financial Cloud Services Integration Demo

View a demo of the Tools Available depending on your Membership Level.

If you’re interested in seeing the white-label feature, you can try it out here

Can I upgrade to Deluxe or Premier and pay a prorated amount?

You bet! You can start at a membership level that feels right for you. When you’re ready, you can upgrade anytime. When you go to the checkout page, a credit for your “unused” time will be deducted from the price.

How long will it take to get access to my fpPathfinder membership?

Access to your membership is instantaneous after you sign up. You will receive an email with login information to the membership.

How often are the guides updated?

We update the guides as needed to stay current and try to do so as quickly as possible. Read about our Guide Update Process here.

We tend to release versions of the guides impacted by new annual limits at the end of each year. As new rules and regulations come out, we try update the resources within a month. In some cases (like the CARES Act), we released a checklist that addresses just those new rules in about a week. In other cases, the rules completely change the nature of the guide and cause us to go back to the drawing board. In those cases, it can take a lot longer to update the guide.

Is there a discount for buying multiple memberships at once?

Yes, we have ensemble and enterprise subscriptions available. View ensemble information here and please contact support@fpPathfinder.com and include the number of advisors and the membership level of interest for an exact quote.

Am I locked into a contract when I sign up for an fpPathfinder membership?

Absolutely not! But we’ll be sad to see you go if you decide to cancel. We offer a hassle-free 30 day money back guarantee. 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. If you are not completely satisfied within your first 30 days, email support@fppathfinder.com and we will refund your membership. You can also cancel your yearly membership by visiting your account page prior to renewal.

Does fpPathfinder save client information on the website?

As a standard practice, fpPathfinder never has access to or retains any client information.

Any other questions before you sign up?

If there’s anything at all you’re not certain about, anything we haven’t made clear, any concerns or questions then please contact us at support@fpPathfinder.com and we’ll get right back to you.

What Members Say About fpPathfinder
Thousands of Advisors actively use fpPathfinder. Here is what some of them have to say about the power of the membership.
 
 
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 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 from Utah
 
 
The fpPathfinder information is easy to find by topic and has been helpful in prepping for client meetings.
– An Advisor from New York
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