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fpPathfinder

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

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Redesigned Back Page Now Available for Deluxe Members

January 16, 2019
New Features

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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What Customers Are Saying About Us

Hundreds of other advisors are actively using fpPathfinder. Read what those lovely people have to say about us.
“fpPathfinder is the only planning tool that tries to address all of the obstacles facing our clients”
— Cathy Curtis, Curtis Financial Planning
“What you guys have created is pretty badass! I’ve used your material for both client meetings and prospective clients.”
— An advisor in California
“This is one of my best subscriptions I pay for!”
— Sean, an advisor in California
“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
“My clients and COIs love these. I’ve shown the medicare IRMAA flowchart to a Medicare consultant I work with and she loved it”
— Steve, an advisor in Ohio
“The charts are probably as much value to me (as advisor) as they are when given to a specific client. I know and understand the topics covered, but it can be a lot faster to refresh with a quick glance at the chart’s decision tree vs having to read through regulations”
— Larry, an advisor in Oregon
“ fpPathfinder is great. It's perfect for supplemental content to enhance our marketing efforts.”
— Ray, an advisor in California
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Recent Blog Posts

  • New Resources: Master List Of Goals & Pay Stub Review
  • New Feature: Send Interactive Checklists to Clients with “Share A Link”
  • New Resources: Incentive Stock Options, Important Dates, and Important Milestones (And Updated Resources)
  • Picking the Right Resources to Share with Your Retired Clients

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

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