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.
“What you guys have created is pretty badass! I’ve used your material for both client meetings and prospective clients.”
— An advisor in California
“Checklists don't make the planner smarter or more skilled, but does 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
“Thank you for creating a robust, yet very practical, planning tool.”
— Andy, an advisor in Florida
“Love the Redtail integration - it’s been instrumental in my prep for my client reviews. I’m finding my self being over-prepared because of the robust lists which is great.”
— Don, and advisor in California
“I had my own internal set of workflows, but by piggybacking fpPathfinder, I've saved who knows how many hours. It's a great product and I'll be a subscriber for years.”
— An advisor in Texas
“This is probably the best money I have ever spent. I love fpPathfinder!”
— Phillip, an advisor in North Carolina
“I love it! I find it very helpful. It's a great client value add.”
— Phillip, an advisor in North Carolina
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