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fpPathfinder

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

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  • 40+ decision-oriented flowcharts
  • 40+ issue-based checklists
  • Updated as needed to stay current
  • One to two new resources added each month
  • Download as PDFs
  • Advisor-facing and client-friendly
  • Customize to match your brand (Deluxe and Premier)
  • Share online/social media/email (Deluxe and Premier)
  • Star your favorite resources (Deluxe and Premier)
  • Download all resources with one click (Deluxe and Premier)
  • Complete checklists online and email custom checklist link to your clients (Premier)
  • Integrate fpPathfinder with Redtail, Wealthbox, Salesforce Financial Cloud Services, and XLR8 CRMs (Premier)
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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.
“The fpPathfinder information is easy to find by topic and has been helpful in prepping for client meetings.”
— An advisor in New York
“I love the new "share a link" feature. This has made it much easier to send flowcharts and checklists to our clients. Thanks for the add!”
— An advisor in Texas
“This has been super helpful and I am getting rave reviews in using these flowcharts and checklists”
— Christoper, an advisor in Illinois
“The decision tree format has been immensely helpful. The design is very simple and elegant.”
— Deirdre, an advisor in Massachusetts
“Thanks for having all of these so conveniently put together. We were working on many of these for years, but often could not find the time to keep them updated. This has been a blessing to our firm. ”
— An advisor in Texas
“I love the flowcharts and have found them very helpful in guiding clients on complicated planning issues. The charts are easy to follow and help navigate through difficult decisions based on clients' unique circumstances.”
— Jason, an advisor in Illinois
“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
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Recent Blog Posts

  • Improving Estate Planning Conversations
  • SECURE Act 2.0 Guide Updates
  • The SECURE Act 2.0 Summary Checklist
  • Help Clients Navigate Business Exit Strategies

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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.

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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.

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