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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 support@fppathfinder.com.

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Account Set-up

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Get your settings configured before exploring our database.

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Tell us what you are looking for so we can help enhance your experience as a member
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What is a Planning Topic you address or want to address with your clients every year?
Reviewing Tax Returns
Beneficiary Review
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
Tell Us about your Tech Stack. Check All That Apply.
Financial Planning Tools
Holistiplan
Asset Map
MoneyGuide Pro
Right Capital
Moneytree
Income Lab
eMoney
Nitrogen
IncomeConductor
EncorEstate Plans
Trust & Will
Marketing Tools
Snappy Kraken
FMG Suite
Broadridge
CRM
Wealthbox
Redtail/Orion
Salesforce
XLR8
Practifi
EBIX
Microsoft
Advyzon
Scheduling Tools
Calendly
ScheduleOnce
Acuity
What specific benefits or advantages are you seeking to obtain by becoming a member of fpPathfinder?

Congrats!

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

Questions? Email us at support@fppathfinder.com

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fpPathfinder

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

  • Pricing
    • Individual Memberships
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    • Support Articles
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    • About Us
    • Blog
    • Contact Us
  • Member Section
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  • 50+ decision-oriented flowcharts
  • 50+ issue-based checklists
  • Updated as needed to stay current
  • One to two new guides 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 guides (Deluxe and Premier)
  • Download all guides with one click (Deluxe and Premier)
  • Complete checklists online and email custom checklist links to your clients (Premier)
  • Integrate fpPathfinder with Redtail, Wealthbox, Salesforce Financial Cloud Services, and XLR8 CRMs (Premier)
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.
“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
“My clients and COIs love these. I’ve shown the medicare IRMAA flowchart to a Medicare consultant I work with and she loved it”
— Steve, an advisor in Ohio
“These tools look great. They will really help me share quality content with those I assist and will allow us to reduce errors. Furthermore, these tools really help our teams look professional and solidify us as true planners”
— Shane, an advisor
“I really love the flowcharts and they are helping me explain difficult decision points/rules to my client base. In fact, I plan to upgrade so I can use some of the material on my website with my own branding.”
— An advisor in Texas
“I think it’s the bees knees! I think it provides me and my clients the most value of any of the services we use at my firm. Everything is well-designed and the amount of material you guys pack into a page without it being overwhelming is AMAZING!”
— An advisor in Kentucky
“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
“This is probably the best money I have ever spent. I love fpPathfinder!”
— Phillip, an advisor in North Carolina
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