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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

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Get your settings configured before exploring our database.

Tailor Your Experience

Tell us what you are looking for so we can help enhance your experience as a member
You Need to add some questions for your environment
Go here when logged in as an admin
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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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.

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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.
“Thanks for having all of these so conveniently put together. We were working on many of these for years, but often could not find the time to keep them updated. This has been a blessing to our firm. ”
— An advisor in Texas
“With working from home most of 2020, we wanted to still catch some face time with our clients. We used the checklists and flowcharts to conduct webinars covering various topics. In fact, having the charts readily available, we were able to do many of these on a weekly basis, knowing the material was pretty much already established. We had such great feedback that we are continuing the webinars into 2021. We have many that actually look forward to our meeting times, and found being able to have the flowchart or checklist available to work on their own later was an added bonus.”
— An advisor in Texas
“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
“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
“Our team has really liked the charts and were particularly pleased with the traditional IRA vs. 401k for a business and the QBI chart.”
— Scott, an advisor in Oregon
“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
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Streamline A Standout Client Experience With Interactive Checklists

Premier unlocks Interactive Checklists plus CRM integrations with Redtail, Wealthbox, Salesforce Financial Services Cloud, and XLR8.

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Educate And Impress With Branded Flowcharts, Checklists, And Summary Guides

Deliver white-labled handouts clients won’t want to put down. Upgrade to Deluxe or Premier to white label the guides.

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Download all your white-labeled guides in one zip file for faster, easier sharing.

Upgrade to Deluxe or Premier for access to this feature.

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Deliverable Reports: Do More With Less Effort

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 option that generates client-specific PDFs. View a Demo here.

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