Helping Diligent Advisors Ensure They're On The Right Planning Path
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.
We create simple, elegant and effective checklists and flowcharts to help financial advisors be more diligent in their planning process and run their firm better. Our checklists make your planning process easier, more consistent and less stressful. You can also use our resources to proactively plan with clients, distinguish yourself as an advisor and reduce the amount of research you need to serve clients well.
We have a variety of membership levels available to choose from.
Just the checklists and flowcharts
White-label the checklists and flowcharts
Everything in Deluxe plus interactive checklists that integrate with Redtail and Wealthbox CRM.
Options for small teams and enterprises
2+ new flowcharts or checklists added each month
Updated as needed to stay current
Quickly (and repeatably) identify planning issues
Download as a PDF
Share flowcharts in person or email to clients and prospects
Advisor facing and client friendly
Customize all resources to your brand
Add your logo & customize colors
Digital rights to share and distribute online (social media, blogs, etc)
Add more information or disclaimer if needed to a back page
Interactive Checklists
Integrate fpPathfinder with Redtail & Wealthbox CRM
Ability to complete checklists directly from CRM
Record notes for each checklist question
Send completed checklist as a note to the client record
More CRM integrations coming (stay tuned)
At fpPathfinder, we know there are a lot of steps in serving your clients well while also running a successful firm. It’s easy to get caught up in the day to day without stopping to think…
“How could I make this easier? Is there a better way to serve my clients and run my firm?”
Here are simple ways advisors are using fpPathfinder to improve their planning processes, their day-to-day workload and the efficiency of their firm:
We guarantee fpPathfinder will help you identify more planning opportunities, have more engaged clients, and a more efficient business. If for any reason you’re not 100% satisfied at any time in the first 30 days, email us at support@fpPathfinder.com and we will refund your membership.
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.
Here are some ways you could use this chart in your firm:
Our customers love the custom branding because:
With our Premier Membership, you can easily and quickly provide guidance to your clients by completing the checklists online. When you’re done, you can send the completed checklist-note to your CRM to properly document your conversation or meeting and refer to it later.
Every month we release two new checklists or flowcharts for our members. Below is a sample of some of the resources that have already been created and are live and ready for download in our membership site when you join!
Hundreds of other advisors actively use fpPathfinder. Read what they have to say about the power of our membership.
All compliance departments are different. We suggest you sign up and white label your resources and then send them to compliance for review. Most of our members have no issues with compliance but if you do reach out to us and we’ll refund you (within 30 days of signing up)!
Access to your membership is instantaneous after you sign up. You will receive an email with login information to the membership.
Redtail 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
If you’re interested in seeing the white label feature, you can try it out here.
If you’re interested in seeing samples, check out a sample of our checklists (our interactive checklist) and a sample flowchart.
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.
We update the resources as needed to stay current and try to do so as quickly as possible. We tend to release versions of the resources 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 resource and cause us to go back to the drawing board. In those cases, it can take a lot longer to update the resource.
Yes, we have group subscriptions available for multi-advisor firms. For group sales, please contact support@fpPathfinder.com
Absolutely not! But we’ll be sad to see you go if you decide to cancel! You can cancel your yearly membership by visiting your account page.
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.
