fpPathfinder

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

Choose Your Path

Essentials

Reference It

$199 / Year

Per user, billed annually

Best For: Preparing With Confidence

Choose Essentials

What You Get

  • Prepare for client conversations faster
  • Know what planning questions to ask next
  • Never miss an important planning detail
Learn More About Essentials

Deluxe

Share It

$399 / Year

Per user, billed annually

Best For: Leading Better Conversations

Choose Deluxe

Everything In Essentials, Plus

  • Make your planning value more visible
  • Deliver consistent client touchpoints
  • Create a repeatable client experience
Learn More About Deluxe
Best Value

Premier

Scale It

$599 / Year

Per user, billed annually

Best For: Scaling Your Impact

Choose Premier

Everything In Deluxe, Plus

  • Turn client engagement into action
  • Streamline your planning workflow
  • Efficiently scale client engagement
Learn More About Premier

Advisor Teams

Grow Together

Custom Pricing

Based on team size and needs

Best For: Equipping Every Advisor

Explore Multi-User Pricing

What you get

  • Simplify access for your entire team
  • Manage users and permissions with ease
  • Get more value with team-based pricing
Learn More About Advisor Teams
Section Membership Feature Click a linked feature to see it in action Essentials Deluxe Premier
Conversation Guides 150+ Conversation Guides Examples: Tax Planning, Retirement, Estate Planning, Insurance, And Client Meetings ✓ ✓ ✓
Checklist Guides Cheatsheets to ensure nothing gets missed. ✓ ✓ ✓
Flowchart Guides Visual decision paths to clarify the next question ✓ ✓ ✓
Summary Guides Quick-reference overviews ✓ ✓ ✓
Client To-Do Lists Clear action items clients can follow ✓ ✓ ✓
Ongoing Guide Updates And New Releases Always-current content you can rely on ✓ ✓ ✓
Access Through Select Planning Technology Partners Dependent On Membership Level ✓ ✓ ✓
Creating A Branded Experience Add Your Logo Brand every guide with your identity × ✓ ✓
Apply Your Firm Colors Match guides to your company's style × ✓ ✓
Custom Back Page Add disclosures or firm-specific details × ✓ ✓
Digital Sharing Rights Post your branded guide content publicly × ✓ ✓
Client Engagement And Workflow Client Engagement Builder Create your own Client Service Calendar × ✓ ✓
Interactive Checklists Digital checklists for your clients to use. × × ✓
AutoLink Always-current, persistent links automate workflows. × × ✓
CRM Integrations Redtail Integration × × ✓
Wealthbox Integration × × ✓
Salesforce FSC Integration × × ✓
XLR8 Integration × × ✓

Still Deciding?

Join us for a live group demo to see fpPathfinder in action and get your questions answered. Can’t attend? Register and we’ll send you replay.

Upcoming Live Demos

30-Day Money-Back Guarantee

Try fpPathfinder with confidence. Your membership is backed by our 30-day money-back guarantee. If you’re not completely satisfied, simply email support@fppathfinder.com within your first 30 days and we’ll refund your membership. Using the one-click option to download the entire guide library may void eligibility for a refund.

Questions About Membership
Have More Questions? Here is what advisors ask us most before joining.  Contact Us
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.

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.

Can I see a complete list of your available guides?

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

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.

What Customers Are Saying About Us

Hundreds of other advisors are actively using fpPathfinder. Read what those lovely people have to say about us.
“I find fpPathfinder to be very helpful. I use the checklists and flowcharts to help prep for every meeting.”
— Ryan, an advisor in New York
“You are making all of our lives easier...and more importantly, our clients.”
— Jeff, an advisor in California
“I had my own internal set of workflows, but by piggybacking fpPathfinder, I've saved who knows how many hours. It's a great product and I'll be a subscriber for years.”
— An advisor in Texas
“Having been trained in a CPA firm, checklists were how everything was done, I was amazed to learn how little checklists were utilized in FP [Financial Planning]. I had created my own but FP Pathfinder has outdone me in creating current issue lists and updates. This is a must for any advisor. ”
— Advisor from California
“The resources available are beneficial internally and for clients. The checklists help advisors think outside the box of their knowledge and experience covering a multitude of planning areas. The flowcharts are well laid out visuals for the clients with possible scenarios identified and clear paths to take. fpPathfinders does a nice job updating the resources regularly and communicating to their customer base as well.”
— An advisor in Minnesota
“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
“ fpPathfinder is great. It's perfect for supplemental content to enhance our marketing efforts.”
— Ray, an advisor in California
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