fpPathfinder

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

Enhance Client Engagement And Demonstrate Your Value
Be the expert and show clients the value you provide with white-labeled checklists and flowcharts.
Access our complete list of guides
Create custom white-labeled guides to give your clients a more personalized experience
Digital rights for sharing via websites, email campaigns, & social media
Develop custom client engagement pieces (such as a white-labeled Client Service Calendar)
Deluxe
$299/yr
per user
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Why Choose Deluxe Membership?

  • Have done-for-you, white labeled guides

  • Show you clients the complex work you help them accomplish.

  • Educate your clients and use as a conversation script.

How Advisors Use Deluxe Membership
Advisors who value Deluxe membership want to to show up for clients as confident thought leaders who are diligent and prepared.
 
Send to clients when they have a question about a financial planning topic.
 
Use in newsletter and blog content.
 
Share with clients in meetings to explain financial planning concepts.
 
White Label FEATURE
Custom white label the flowcharts, checklists, and summary guides to create a branded, tangible client experience!
Add your logo
Choose your colors
Apply your firm's logo and color scheme, and customize the back page to make the checklists, flowcharts, and summary guides your own. Try the white-label feature and download your free customized flowchart!
Try out the white label feature!
What Members Say About Deluxe Membership
Don't take our word for it! Read what our members -- your peers -- have to say about being Deluxe fpPathfinder Members.
 
 
"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 white-label feature in Deluxe is really fantastic. It is really powerful to talk through the decision tree with a client with our logo & color options on the chart, frankly, because it makes us look smarter! "
– An Advisor in New York
 
 
"I adore your product. It’s so helpful to my clients and myself. I really like that I could change all the colors to match my logo. It looks fantastic."
– An Advisor in Washington
Want More Tools & Features?
Explore our Premier Plan and learn how you can systematize your client communication and marketing.
30 Day Hassle Free Guarantee
We guarantee fpPathfinder will help you identify more planning opportunites, 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.
Join fpPathfinder's 5,000+ happy customers
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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.
“I adore your product. It’s so helpful to my clients and myself. I really like that I could change all the colors to match my logo. It looks fantastic.”
— An advisor in Washington
“The flowcharts have helped a lot in recent discussions with the changing markets, providing us with confidence that our clients are getting the best, most accurate information.”
— Matthew, an advisor in Georgia
“fpPathfinder is one of a few tools that I use most often in my practice. It has improved my process and the client outcomes.”
— An advisor is Texas
“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
“fpPathfinder is the only planning tool that tries to address all of the obstacles facing our clients”
— Cathy Curtis, Curtis Financial Planning
“Our team has really liked the charts and were particularly pleased with the traditional IRA vs. 401k for a business and the QBI chart.”
— Scott, an advisor in Oregon
“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®️
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