fpPathfinder

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

Helping Advisors Be More Diligent In Their Planning Process
Learn how our flowcharts and checklists help you navigate complex financial planning questions.
 
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"What you guys have created is pretty bada**! I’ve used your material for both client meetings and prospective clients."
— An advisor in CA
Why Choose fpPathfinder?
Systematize Client Communication
Advisors can systematize their communication, client meetings process, and deliverables by leveraging interactive checklists, CRM integrations and deliverable reports.
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Client Engagement & Marketing
Advisors can position themselves as diligent advisors and improve client engagement by sharing the white-labeled guides with clients.
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Provide Consistent Advice
Advisors can use fpPathfinder as an internal reference tool to help them stay on top of the rules and ensure planning opportunities are not missed.
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Sign Up For A Live Demo
Want to learn more? Sign up for a group Live Demo. Can't make it? Register and we will send you the replay!
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Navigating Complex Questions
Flowcharts, checklists, and summary guides help you confidently lead diligent client conversations and uncover planning opportunities.
Financial Planning Visualized
Flowcharts help you quickly and easily analyze the most common planning strategies available to your clients.
Planning Issues Summarized
Checklists guide you to ask probing questions and give you confidence that you've covered the important points.
Summary Guides
Summary Guides can boil down essential information or help compare a financial planning topic.
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PREMIER MEMBERSHIP FEATURE
Interactive Checklists make it easier and faster to help clients
Digitally complete checklists and add notes. Send completed checklists to your CRM or to your email.
Email a custom link to your clients to complete a checklist. Send complete checklists to your CRM or to your email.
Premier members can complete interactive checklists with clients during a meeting or send them to clients beforehand to gather the information for an efficient meeting.
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What Are People Saying About Us
 
 
“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 and fpPathfinder Co-Founder
 
 
“fpPathfinder has been critical in my execution of financial planning. They provide well thought resources for when clients face specific problems, and I use them over and over again."
– Roger Whitney CFP®️, CIMA®️, CPWA®️
 
 
“fpPathfinder is the only planning tool that tries to address all of the obstacles facing our clients”
– Cathy Curtis Curtis Financial Planning
DELUXE & PREMIER MEMBERSHIP FEATURE
Custom white label the flowcharts, checklists, and summary guides to create a branded, tangible client experience!
Add your logo
Choose your colors
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From $99/yr
Navigate The Growing Complexity Of Financial Planning
Become A Member to receive:

Access to every Guide

30-Day hassle-free money back guarantee

PDF downloads for in-person meetings

White Label Capabilities (Deluxe and Premier)

Digital rights for sharing via websites, email campaigns, & social media (Deluxe and Premier)

Ability to create customized backpages with disclosures & contact information (Deluxe and Premier)

Custom Client Engagement Builder (Deluxe and Premier)

Ability to create a Favorite's List (Deluxe and Premier)

1-click download for compliance (Deluxe and Premier)

Interactive Checklists (Premier)

Redtail, Wealthbox, Salesforce Financial Cloud Services, & XLR8 Integrations (Premier)

Customized Deliverable Reports (Premier)

Explore Plans
Visit the Member Section to see what is offered.
Join fpPathfinder's 4,000+ Happy Members
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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 just utilized one of the Roth flowcharts live on the phone with a client. It worked perfectly!”
— Rick, a financial advisor
“I think fpPathfinder is the best tool I’ve ever seen in the financial planning realm. I spend an unbelievable amount of time researching some of these issues that have been boiled down to one page: consulting with other experts, citing specific sources as a backup, reviewing my work, and coming to a final conclusion.”
— Jeff S, an advisor in Missouri
“ fpPathfinder is great. It's perfect for supplemental content to enhance our marketing efforts.”
— Ray, an advisor in California
“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
“This is one of my best subscriptions I pay for!”
— Sean, an advisor in California
“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 love it! I find it very helpful. It's a great client value add.”
— Phillip, an advisor in North Carolina
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