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Congratulations on taking the first step in having more diligent client conversations. We recommend that you complete this onboarding tutorial before you jump into the Member Section.

If you have any questions, please feel free to email us at [email protected].

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Account Set-up

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What's a Planning Topic you address or want to address with your clients every year?
Reviewing Tax Returns
Beneficiary Review
Reviewing Insurance Coverage
Planning For Strategic Charitable Giving
Which of these describes a current client situation?
I have a new client and I want to show them how much we cover
An existing client needs an annual review
I have a client that is retiring
A client needs their investments reviewed
Which of these most popular resources would you like to view?
Important Numbers (like tax rates)
Master List Of Goals
What Issues Should I Consider Before The End Of The Year?
Estate Planning

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Let’s get started with a brief tour of the Member Section.

Questions? Email us at [email protected]

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fpPathfinder

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

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

November 11, 2021
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 [email protected] 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:

  • Wealthbox
  • Redtail
  • Salesforce Financial Cloud Services
  • XLR8 for Salesforce

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 [email protected]. 

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Become a Member

See how our flowcharts and checklists help you navigate complex financial planning questions.
Become a Member

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 team has really liked the charts and were particularly pleased with the traditional IRA vs. 401k for a business and the QBI chart.”
— Scott, an advisor in Oregon
“Checklists don't make the planner smarter or more skilled, but do 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
“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
“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
“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
“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
“Your software and platform are awesome and super helpful to me and my clients”
— Clinton, an Advisor in New York
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Recent Blog Posts

  • 3 Ways To Use The New Client Engagement Builder
  • How To Shave Time Off Your Workflows With Fintech
  • Improving Estate Planning Conversations
  • SECURE Act 2.0 Guide Updates

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Have a question, idea, comment, or see an error? We want to know! Email us at [email protected]!

Copyright © 2023 fpPathfinder, All rights reserved.

Easily and quickly provide guidance to your clients. Then properly document your conversation or meeting.

Upgrade to Premier to use an interactive checklist and integrate with Redtail, Wealthbox, Salesforce Financial Cloud Services, and XLR8.

Learn More

Feature your expertise by putting flowcharts and checklists with your brand in front of your clients and prospects.

Upgrade to Deluxe or Premier to white label the resources.

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Save time by downloading all the checklists and flowcharts with one click.

Upgrade to Deluxe or Premier to download all the resources with one click.

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Deliverable Reports

Upgrade to Premier Membership and gain access to the Beneficiary Report. You’ll also unlock the capability to scale your client communications with the CSV upload that generates client-specific PDFs.

Join as a Premier Member