fpPathfinder

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

Careers

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.

Come create checklists and flowcharts with us!

We’re now looking to grow our team that creates our checklists and flowcharts. So, if you love checklists, dream in flowcharts, and have a passion for distilling financial planning concepts, we want to hear from you. These are full-time positions that can be done in a virtual environment.

Learn more about the open positions and apply here:

 

Resource Creator and Manager

 

Senior Resource Editor

What Customers Are Saying About Us

Hundreds of other advisors are actively using fpPathfinder. Read what those lovely people have to say about us.
“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
“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
“I can't say how much I love the product. It is just great. I recommend it to all my colleagues.”
— Robert, an Advisor in Colorado
“The decision tree format has been immensely helpful. The design is very simple and elegant.”
— Deirdre, an advisor in Massachusetts
“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. Everything is well-designed and the amount of material you guys pack into a page without it being overwhelming is AMAZING”
— An advisor in Kentucky
“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
“fpPathfinder has been critical in my execution of financial planning. They provide well thought resources for when clients face specific problems, and I use them over and over again.”
— Roger Whitney, CFP®️, CIMA®️, CPWA®️
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