fpPathfinder

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

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In five years, we have created about 100 checklists and flowcharts to help more than 3000 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 in the future for openings.

 

What Customers Are Saying About Us

Hundreds of other advisors are actively using fpPathfinder. Read what those lovely people have to say about us.
“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 it! I find it very helpful. It's a great client value add.”
— Phillip, an advisor in North Carolina
“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 great. It's perfect for supplemental content to enhance our marketing efforts.”
— Ray, an advisor in California
“Thank you for creating a robust, yet very practical, planning tool.”
— Andy, an advisor in Florida
“I love your resources, you guys & gals have helped us take our practice to the next level!”
— Trevor, an advisor in California
“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
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