In two years, we have created over 75 checklists and flowcharts to help more than 1600 advisor members be more diligent in the planning process. It’s been an exciting journey so far, but that’s just the start! We have big plans and that’s going to take a bigger team. Check back here as this is where we will post future job postings.
Helping Diligent Advisors Ensure They're On The Right Planning Path
Careers
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 really love the flowcharts and they are helping me explain difficult decision points/rules to my client base. In fact, I plan to upgrade so I can use some of the material on my website with my own branding.”
— An advisor in Texas
“Thank you for creating a robust, yet very practical, planning tool.”
— Andy, an advisor in Florida
“You are making all of our lives easier...and more importantly, our clients.”
— Jeff, an advisor in California
“We are delighted with the thoroughness of each chart in simplifying the complex questions and helping lead to an answer. These are indeed a helpful asset in our toolbox for work with clients.”
— Victoria L, an advisor in Massachusetts
“It’s one of the best software products I have seen. It’s exactly what I have been looking for and trying to build internally. Well done!!!”
— Kate, an advisor in Florida
“fpPathfinder is fantastic. I really can't find any flaws.”
— Joshua, an advisor in Pennsylvania
“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 Virginia
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Join our mailing list to be updated as we release new flowcharts and checklists that might be of interest.
Easily and quickly provide guidance to your clients. Then properly document your conversation or meeting.
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Feature your expertise by putting flowcharts and checklists with your brand in front of your clients and prospects.
Upgrade to Deluxe or Premier to white label the resources.
Save time by downloading all the checklists and flowcharts with one click.
Upgrade to Deluxe or Premier to download all the resources with one click.
