fpPathfinder

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

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Category:
Client Meetings & Client Service Calendar
For Premier Members only For Premier Members only

Topic Bundle: Client Service Calendar

The 2026 Expanded fpPathfinder Service Calendar is an internal topic bundle featuring 18 timely engagement ideas. Use it for inspiration as you plan your client engagement touchpoints throughout the year. Each topic includes linked guides and email templates to support your outreach.

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Guide Preview:
Topic Bundle: Client Service Calendar
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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.
“I really love the concept of fpPathfinder because I spend so much time reinventing the wheel when communicating planning concepts to clients. Moreover, the flowchart format can be used time and time again to produce consistent results.”
— Kevin P, an advisor in Illinois
“I adore your product. It’s so helpful to my clients and myself. I really like that I could change all the colors to match my logo. It looks fantastic.”
— An advisor in Washington
“This is one of my best subscriptions I pay for!”
— Sean, an advisor in California
“fpPathfinder is the only planning tool that tries to address all of the obstacles facing our clients”
— Cathy Curtis, Curtis Financial Planning
“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
“The fpPathfinder information is easy to find by topic and has been helpful in prepping for client meetings.”
— An advisor in New York
“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
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