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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.
“You are making all of our lives easier...and more importantly, our clients.”
— Jeff, an advisor in California
“I adore your product. It’s so helpful to my clients and myself. I really like that I could change all the colors to match my logo. It looks fantastic.”
— An advisor in Washington
“I love fpPathfinder. I use it nearly every day. Clients think it is very clear and easy to understand and it has increased our credibility.”
— An advisor in Utah
“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 just met with a client who had a question regarding her eligibility for Social Security benefits. We went through the flowcharts answering each question and following the lines. She looked at me and said 'This is great, it was so much easier to use this than trying to go through all the literature that Social Security offers. Thank you so much.'”
— Ben G, an advisor in Wisconsin
“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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