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.
“What you guys have created is pretty badass! I’ve used your material for both client meetings and prospective clients.”
— An advisor in California
“The decision tree format has been immensely helpful. The design is very simple and elegant.”
— Deirdre, an advisor in Massachusetts
“The charts are probably as much value to me (as advisor) as they are when given to a specific client. I know and understand the topics covered, but it can be a lot faster to refresh with a quick glance at the chart’s decision tree vs having to read through regulations”
— Larry, an advisor in Oregon
“Our firm had been looking for something like this for so many years. A standardized checklist or flowchart of important issues to consider, and a way to integrate the responses into our system. When we stumbled across your service, I couldn't have signed up any quicker. We now use the checklists to conduct monthly webinars about the all of the important topics”
— An advisor in Texas
“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
“My clients and COIs love these. I’ve shown the medicare IRMAA flowchart to a Medicare consultant I work with and she loved it”
— Steve, an advisor in Ohio
“One client just said 'Wow, thank you for this. I would have screwed up my retirement if not for this.'”
— David, an advisor in NY
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Join our mailing list to be updated as we release new flowcharts and checklists that might be of interest.
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