fpPathfinder

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

Careers

While we are not currently hiring, we are always looking for talent as we continue to grow! Please email support@fppathfinder.com with your resume.

fpPathfinder was founded in 2018 to bridge the gap between complexity and clarity. Our team is dedicated to helping advisors unravel the intricacies of financial planning concepts and translate them into actionable steps that can be implemented with confidence.

Check out these Podcasts to learn more about fpPathfinder.

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 love your resources, you guys & gals have helped us take our practice to the next level!”
— Trevor, an advisor in California
“I really love the concept of fpPathfinder because I spend so much time reinventing the wheel when communicating planning concepts to clients. Moreover, the flowchart format can be used time and time again to produce consistent results.”
— Kevin P, an advisor in Illinois
“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
“These tools look great. They will really help me share quality content with those I assist and will allow us to reduce errors. Furthermore, these tools really help our teams look professional and solidify us as true planners”
— Shane, an advisor
“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
“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
“ fpPathfinder is great. It's perfect for supplemental content to enhance our marketing efforts.”
— Ray, an advisor in California
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