fpPathfinder

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

Scale Your Impact
Streamline your planning process with interactive tools that tailor client experiences and work smarter across your firm.
All the benefits of Deluxe plus:
Interactive Checklists: empower clients to engage directly and uncover new planning opportunities.
CRM-Ready Responses: capture client insights automatically so nothing is missed.
Automate Client Service Calendar: turn your calendar into client-driven touchpoints.
Autolink: ensure clients always see the most recent guides whenever they access them.
Always-Current Workflows: automate campaigns with AutoLink and CRM Integrations.
Premier
$599/yr
per user
Join Now
Why Choose Premier Membership?

  • Work smarter with connected tools that reduce manual tasks across your firm.

  • Deliver more value through interactive, tailored client experiences.

  • Grow efficiently with maintenance-free campaigns and touchpoints that stay current automatically.

Premier Members Use fpPathfinder To Systematize Client Engagement
 
Lean on fintech integrations to drive home your planning recommendations and ensure planning opportunities are covered.
 
Send an Interactive Checklist to clients before the meeting to uncover planning issues, ensuring a more productive session with no surprises.
 
Personalize checklists to align with a client’s unique situation for a tailored, engaging experience.
 
EXCLUSIVE FEATURE #1
Interactive checklists make it easier and faster to help clients.
Digitally complete checklists and add notes. Send complete checklists to your CRM or Copy Text and paste the information where you need it to go.
Email a custom link to your clients to complete a checklist which can go directly to your CRM or back to you via email.
Try out the Interactive Checklist feature!
Try an Interactive Checklist
 
FEATURE #2
Custom Client Deliverables
Use client information you already have to generate a customized report that illustrates your work and confirms for your client that you're on top of important matters.
Scale your ability to generate customized deliverables for several clients at once with a template for uploading clients' data and creating individualized reports.
Try out the Deliverable feature!
Create a Deliverable
What Members Say About Premier Membership
Don't take our word for it! Read what our members -- your peers -- have to say about being Premier fpPathfinder Members.
 
 
"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
 
 
I love the new "share a link" feature. This has made it much easier to send flowcharts and checklists to our clients. Thanks for the add!
– An Advisor in Texas
 
 
"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."
– An Advisor in Kentucky
30 Day Hassle-Free Guarantee
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.
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
“Thanks for having all of these so conveniently put together. We were working on many of these for years, but often could not find the time to keep them updated. This has been a blessing to our firm. ”
— 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
“It is very helpful for us when we have a client in and we have an issue at hand. Walking through the checklist helps us big time.”
— William, an advisor In Massachusetts
“I just met with a client who had a question regarding her eligibility for Social Security benefits. We went through the flowcharts answering each question and following the lines. She looked at me and said 'This is great, it was so much easier to use this than trying to go through all the literature that Social Security offers. Thank you so much.'”
— Ben G, an advisor in Wisconsin
“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
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