fpPathfinder

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

Provide Consistent Advice
Advisors can use fpPathfinder as an internal reference tool to help them stay on top of the rules and ensure planning opportunities are not missed.
Access our complete list of guides.
Help your clients make complex financial planning decisions.
Essentials
$99/yr
per user
Join Now
Why Choose Essentials Membership?

  • Confidently ask probing questions

  • Guide clients through complex decision making

  • Identify other planning conversations

Why Members Choose Essentials Membership
Essentials members use checklists, flowcharts, and summary guides behind the scenes as their "secret sauce."
 
Rely on more than 100 guides for up-to-date, researched, accurate information to address clients' financial planning questions.
 
Use to create a consistent client experience across the team.
 
Leverage to train new team members.
What Members Say About Essentials Membership
Don't take our word for it! Read what our members -- your peers -- have to say about being Essentials fpPathfinder Members.
 
 
"The checklists help advisors think outside the box of their knowledge and experience covering a multitude of planning areas."
– An Advisor in Minnesota
 
 
"The flowcharts give me a lot of confidence. Candidly, I sometimes worry that I might miss something when planning for my clients. The flowcharts give me confidence that I won't"
– An Advisor in Virigina
 
 
"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
Want More Features?
Explore our Deluxe plan and learn how you can use the checklists, flowcharts, and summary guides to enhance the client experience.
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 4,000+ happy customers
Join Now

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 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
“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!”
— Bill, an advisor in New York
“fpPathfinder is a great tool! It mirrors much of what I've developed on my own for tax planning, life events, etc. However, it's been great to double-check my own work in those areas and also to motivate me to deepen my knowledge on other topics”
— Jonathan, an advisor in Colorado
“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
“Checklists don't make the planner smarter or more skilled, but do help to ensure that the planner maximizes the knowledge and skill he/she already has.”
— Michael Kitces, Publisher and Editor-In-Chief at Kitces.com
“I can’t tell you how much I appreciate the Flow Charts you are providing. Helps me feel a little less crazy as an advisor.”
— Tami C, an advisor in Colorado
“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
Become a Member

Sign Up to Receive Updates

Join our mailing list to be updated as we release new flowcharts and checklists that might be of interest.
  • This field is for validation purposes and should be left unchanged.