fpPathfinder

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

The Financial Planning Process: Powered by Partnerships, Integrations, & Interactive Features


Company Announcements

At fpPathfinder, we’re committed to facilitating more diligent, actionable planning conversations. In addition to checklists and flowcharts, our team delivers on our promise through strategic partnerships, CRM integrations, and interactive features that streamline the financial planning process. 

Strategic Partnerships

CFP®-led fintech firms are bringing systems to market that complement fpPathfinder’s guides. To maximize the positive impact for advisors, we are building partnerships that will strengthen the client experience.

Thus far, we’ve partnered with Asset-Map to marry a new fpPathfinder Stencil™ with our checklists and flowcharts. As a result, every member who is also an Asset-Map user can use the Stencil™ to deliver an unparalleled client experience. To get started, watch the Asset-Map + fpPathfinder webinar. Then, connect with support@asset-map.com to turn on your Stencil™.  

Stay tuned! There’s another exciting partnership announcement coming in December. 

CRM Integrations

Your CRM keeps you organized, compliant, and close to your clients. All in all, it’s your workhorse. That’s why our team has made it a priority to build integrations that streamline your financial planning process. Currently, fpPathfinder integrates with:

Click any of the above for a demonstration and more information. The CRM integrations are available with Premier Membership.

Interactive Features

The digital world has allowed us to create advisor efficiencies and client engagement. The following interactive features support you — the advisor who is intent on being diligent, meticulous about data collection and documentation, and open to proactively engaging your clients. What’s more, when you use the interactive features in conjunction with the CRM integrations, you can build a seamless follow-up, documentation, and engagement experience.   

  • Interactive Checklists: You can take notes directly in the checklists as you’re having conversations. When you’re finished, “copy text” to add the checklist and your notes to the client file. If you have an integrated CRM, details won’t get lost in the shuffle. With the click of the button, send the checklist to the client record to automatically organize planning opportunities into tasks for your follow-up and follow-through.  
  • Share Link: Draw your clients into the conversation with Share Link. Before your meeting, send your clients a customized link to the checklist and invite them to complete the checklist and add their notes. Then, when it comes back to you, you’ll be ready to get to the heart of the matter and help your clients take action. Be sure to activate your CRM integration to tie the Share Link to the client record for a seamless experience. 

The interactive features are available with Premier Membership. 

Premier Membership = The Diligent Advisor’s Gold Standard

Premier membership attracts advisors who focus on consistency, accuracy, and a smooth financial planning process. Become a Premier Member or upgrade your membership today to deliver a more meaningful client experience. Questions? Register for a live demonstration with our team or reach out to support@fpPathfinder.com. 

What Customers Are Saying About Us

Hundreds of other advisors are actively using fpPathfinder. Read what those lovely people have to say about us.
“With all the aspects of running a business, working with varying client scenarios, and knowing how much information is available, I like being able to look at a flowchart and just see what I need to see.”
— Mike, a financial advisor
“The resources available are beneficial internally and for clients. The checklists help advisors think outside the box of their knowledge and experience covering a multitude of planning areas. The flowcharts are well laid out visuals for the clients with possible scenarios identified and clear paths to take. fpPathfinders does a nice job updating the resources regularly and communicating to their customer base as well.”
— An advisor in Minnesota
“fpPathfinder is a great tool! It mirrors much of what I've developed on my own for tax planning, life events, etc. However, it's been great to double-check my own work in those areas and also to motivate me to deepen my knowledge on other topics”
— Jonathan, an advisor in Colorado
“You just continue to put out great content on fpPathfinder. The 'What Issues Should I Consider Before The End Of The Year' checklist is fantastic.”
— Chris, an advisor in Illinois
“It is very helpful for us when we have a client in and we have an issue at hand. Walking through the checklist helps us big time.”
— William, an advisor In Massachusetts
“I think fpPathfinder is the best tool I’ve ever seen in the financial planning realm. I spend an unbelievable amount of time researching some of these issues that have been boiled down to one page: consulting with other experts, citing specific sources as a backup, reviewing my work, and coming to a final conclusion.”
— Jeff S, an advisor in Missouri
“With working from home most of 2020, we wanted to still catch some face time with our clients. We used the checklists and flowcharts to conduct webinars covering various topics. In fact, having the charts readily available, we were able to do many of these on a weekly basis, knowing the material was pretty much already established. We had such great feedback that we are continuing the webinars into 2021. We have many that actually look forward to our meeting times, and found being able to have the flowchart or checklist available to work on their own later was an added bonus.”
— An advisor in Texas
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