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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!

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Get your settings configured before exploring our database.

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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
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Income Lab
eMoney
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Trust & Will
Marketing Tools
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FMG Suite
Broadridge
CRM
Wealthbox
Redtail/Orion
Salesforce
XLR8
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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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Redesigned Back Page Now Available for Deluxe Members

January 16, 2019
Announcements, Feature Annoucements

We’re excited to announce a redesigned back page for our Deluxe members.  This new design is more flexible than our original design. So if you have a long email address, name, or title this design should accommodate your needs a lot better than before. We also added the ability to put clickable links into some sections. 

Plus, it just looks a lot better! Below is a sample or you can test it out for your self.
 

This redesign is in direct response to feedback we have received from some of our Deluxe members. We hear you! Thank you for sharing your feedback with us.  Please keep the feedback coming.  For existing Deluxe members, your data and information will carry over.  But with the new design, you may wish to revisit what you have written anyway.
 
Are you unfamiliar with the benefits of our Deluxe membership?
If so, you receive everything from our Essentials membership, plus the following:

  • Ability to add your logo to the upper right-hand corner to flowcharts. This would replace the fpPathfinder logo.
  • Customize flowchart colors to match your brand.  You can pick from our six pre-selected color palettes or (if you’re a stickler for colors) you can match the colors to your unique color scheme using hex color codes.
  • Share your custom white-labeled flowcharts online and through social media channels.
  • Include additional information or disclaimers to the back side of the flowcharts. (Now with an updated design!)

 
We are charging $299/year for the Deluxe membership. But, if you’re an existing Essentials member, you will only pay a prorated amount if you decide to upgrade from Essentials to Deluxe.
 
Ready to try it out? We have made one of the flowcharts available for you to test-drive white labeling.

Sign Up to Receive Updates

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  • This field is for validation purposes and should be left unchanged.

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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.
“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 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
“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
“ fpPathfinder is great. It's perfect for supplemental content to enhance our marketing efforts.”
— Ray, an advisor in California
“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
“The decision tree format has been immensely helpful. The design is very simple and elegant.”
— Deirdre, an advisor in Massachusetts
“This has been super helpful and I am getting rave reviews in using these flowcharts and checklists”
— Christoper, an advisor in Illinois
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Tailor the client experience and streamline data gathering with Interactive Checklists

Upgrade to Premier for access to Interactive Checklists & integrate with your CRM today. We currently integrated 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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Make sending guides to compliance easier. Download all of your white-labeled content into zip files for quick send.

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Deliverable Reports

Upgrade to Deluxe for Single Report Access or Premier Membership for full access. Premier Members can unlock the capability to scale your client communications with the CSV upload that generates client-specific PDFs. View a Demo here.

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