fpPathfinder

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

Category: Money In Motion

Money-In-Motion Resource Guide

When your client experiences a major life event, money is often in motion for one reason or another. Ideally, your client is consulting with you about what to do with the money. Your client could also be talking to the…
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What Customers Are Saying About Us

Hundreds of other advisors are actively using fpPathfinder. Read what those lovely people have to say about us.
“This is one of my best subscriptions I pay for!”
— Sean, an advisor in California
“The flowcharts have helped a lot in recent discussions with the changing markets, providing us with confidence that our clients are getting the best, most accurate information.”
— Matthew, an advisor in Georgia
“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
“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
“What you guys have created is pretty badass! I’ve used your material for both client meetings and prospective clients.”
— An advisor in California
“You are making all of our lives easier...and more importantly, our clients.”
— Jeff, an advisor in California
“I find fpPathfinder to be very helpful. I use the checklists and flowcharts to help prep for every meeting.”
— Ryan, an advisor in New York
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