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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 CRM (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.
“This is probably the best money I have ever spent. I love fpPathfinder!”
— Phillip, an advisor in North Carolina
“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
“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
“Your software and platform are awesome and super helpful to me and my clients”
— Clinton, an Advisor in New York
“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
“We are delighted with the thoroughness of each chart in simplifying the complex questions and helping lead to an answer. These are indeed a helpful asset in our toolbox for work with clients.”
— Victoria L, an advisor in Massachusetts
“It’s one of the best software products I have seen. It’s exactly what I have been looking for and trying to build internally. Well done!!!”
— Kate, an advisor in Florida
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Recent Blog Posts

  • New Flowchart, 2021: Do I Need To Start Making Estimated Federal Income Tax Payments?
  • New Checklists, 2021: How Might President Biden’s Tax Plan Affect Mass Affluent and HNW Clients
  • I’m About To Use A Checklist With A Client, How Do I Prepare Myself?
  • How Do I Use These Resources In A Client Meeting?

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Have a question, idea, comment, or see an error? We want to know! Email us at support@fppathfinder.com!

Copyright © 2021 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 and Wealthbox.

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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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