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Overview
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Welcome Video
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Congrats!

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.

Welcome Aboard!

Account Set-up

Step of

Get your settings configured before exploring our database.

You Need to add some questions for your environment
Go here when logged in as an admin
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

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

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Member Orientation: A New Welcome Feature Every Member Should Bookmark

May 13, 2021
Getting Started, Feature Annoucements

For new members, there is a lot to absorb. Whether you’re navigating checklists and flowcharts or filtering through articles on the fpPathfinder blog, knowing where to start can feel like a challenge. Now, your path to making the most of your membership is much more clear.

Jumpstart your experience (or check in for a handy review if you’re an experienced member), by visiting the Member Orientation page. You can answer a few key questions to access exactly what you need to get the ball rolling. The most commonly asked new member questions with dropdown responses include:

  •  Which of these describes a current client situation?
  •  How do you want to get started with these resources?
  •  Which of these most popular resources would you like to view?
  •  How do you intend to use these resources?

Brand new members can click on the Take-A-Tour button on the Welcome page to reach this interactive destination.

take a tour button

We recommend that all members bookmark the Member Orientation page in your browsers for easy reference at any time.

If you have questions or constructive feedback, let us know. Email our team at support@fppathfinder.com.

Sign Up to Receive Updates

Join our mailing list to be updated as we release new flowcharts and checklists that might be of interest.
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Categories

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    • Getting Started
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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.
“Having been trained in a CPA firm, checklists were how everything was done, I was amazed to learn how little checklists were utilized in FP [Financial Planning]. I had created my own but FP Pathfinder has outdone me in creating current issue lists and updates. This is a must for any advisor. ”
— Advisor from California
“It's hands-down the best collection of client-facing resources I've found anywhere. The checklists are amazing too, to make sure I'm not forgetting anything in a review.”
— An advisor in Kentucky
“This has been super helpful and I am getting rave reviews in using these flowcharts and checklists”
— Christoper, an advisor in Illinois
“Love the Redtail integration - it’s been instrumental in my prep for my client reviews. I’m finding my self being over-prepared because of the robust lists which is great.”
— Don, and advisor in California
“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
“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 love it! I find it very helpful. It's a great client value add.”
— Phillip, an advisor in North Carolina
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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

Sign Up to Receive Updates

Join our mailing list to be updated as we release new flowcharts and checklists that might be of interest.
  • This field is for validation purposes and should be left unchanged.

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

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