Navigate The Growing Complexity Of Financial Planning
Financial planning is complex. It’s easy to forget a rule or become confused. Just when you think you have it figured out, the rules change. With fpPathfinder you can be a more diligent advisor and systematize your planning process.
 
Explore our plans

Interested in an enterprise plan? We offer options for ensemble and enterprise. Please reach out for a quote. Contact Us

Explore Essentials

$99/yr
per user

Access our complete list of guides and checklists to quickly and confidently answer planning questions and systematize your practice.

Explore Deluxe

$299/yr
per user

Everything in Essentials plus white-label capabilities, customized back pages, and digital sharing and distribution rights.

Explore Premier

$499/yr
per user

Everything in Deluxe plus interactive checklists, public share link, custom client deliverables, and integrations with Redtail, Wealthbox, Salesforce FCS, and XLR8.

Access to every Guide
Access to Asset-Map and Holistiplan Integrations
PDF downloads for in-person meetings
White-label capabilities  
Digital rights for sharing via websites, email campaigns, & social media  
Ability to create customized backpages with disclosures & contact information  
Ability to create a Favorite's Dashboard  
1-click download for compliance  
Interactive Checklists and Public Share Links    
Redtail, Wealthbox, Salesforce Financial Cloud Services, & XLR8 integrations    
Customized Deliverable Reports    
Meet our Partners
Live Demos: Experience what fpPathfinder has to offer!
You'll be able have your questions answered live. All you have to do is add them to the Q&A during the webinar. These are not recorded.
Join an Upcoming Demo
All times are ET. A Q&A box will also be available. These live demos are not recorded.
What you’ll learn
Which membership level can move you closer to your goals
Best practices overview
How to use the interactive Checklists and Flowcharts
Stacia Waren, MBA, FPQP®
Member Experience Manager
Michael Lecours, CFP®
Co-founder
30-day Hassle-Free Money Back Guarentee
We offer a hassle-free 30 day money back guarantee. All we ask in return is you do not use the one-click download function to download all the resources and then ask for a refund. If you are not completely satisfied within your first 30 days, email [email protected] and we will refund your membership.
FAQ
Don’t see what you’re looking for?  Contact Us
Will I have any compliance issues using fpPathfinder?

Most of our members have no issues with compliance. If you do we will try to work with or, let us know within 30 days, and we’ll refund your membership.

Can I see a complete list of your available guides?

Yes! Here is a Complete Guide List by title and category.

Can I customize the guides with my own questions?

Not at this time. Among fpPathfinder’s members, customizable checklists are one of the most frequent new feature requests we receive. The original intent of our checklists was to focus on resources that could be used broadly. They are generic, by design, to cover various client scenarios. We are taking the time to fully evaluate this feature request to understand the implications. Please read our full statement here. Premier Members can remove questions on the interactive checklists from the client’s view via the Share Link Options.

Can I see a demo or try out the features? (Includes the Redtail, Wealthbox, and Salesforce FCS Integration videos plus XLR8 Webinar)

Redtail CRM users: Watch this Demo if you are looking for a high-level overview of fpPathfinder, a demo of interactive checklists and the integration with Redtail.

Wealthbox CRM users: Watch this Demo if you are looking for a high-level overview of fpPathfinder, a demo of interactive checklists and the integration with Wealthbox.

XLR8 CRM users: Watch this Demo if you are looking for a high-level overview of fpPathfinder, a demo of interactive checklists and the integration with XLR8.

Salesforce Financial Cloud Services Integration Demo

View a demo of: Share Link Options – Available for Premier members who want to email interactive checklists to clients. If you’re interested in seeing the white-label feature, you can try it out here. If you’re interested in seeing samples, check out a sample of our checklists (our interactive checklist) and a sample flowchart.

Can I upgrade to Deluxe or Premier and pay a prorated amount?

You bet! You can start at a membership level that feels right for you. When you’re ready, you can upgrade anytime. When you go to the checkout page, a credit for your “unused” time will be deducted from the price.

How long will it take to get access to my fpPathfinder membership?

Access to your membership is instantaneous after you sign up. You will receive an email with login information to the membership.

How often are the resources updated?

We update the guides as needed to stay current and try to do so as quickly as possible. Read about our Guide Update Process here.

We tend to release versions of the guides impacted by new annual limits at the end of each year. As new rules and regulations come out, we try update the resources within a month. In some cases (like the CARES Act), we released a checklist that addresses just those new rules in about a week. In other cases, the rules completely change the nature of the guide and cause us to go back to the drawing board. In those cases, it can take a lot longer to update the guide.

Is there a discount for buying multiple memberships at once?

Yes, we have ensemble and enterprise subscriptions available. For pricing, please contact [email protected] and include the number of advisors and the membership level of interest.

Am I locked into a contract when I sign up for an fpPathfinder membership?

Absolutely not! But we’ll be sad to see you go if you decide to cancel. We offer a hassle-free 30 day money back guarantee. All we ask in return is you do not use the one-click download function to download all the resources and then ask for a refund. If you are not completely satisfied within your first 30 days, email [email protected] and we will refund your membership. You can also cancel your yearly membership by visiting your account page prior to renewal.

Does fpPathfinder save client information on the website?

As a standard practice, fpPathfinder never has access to or retains any client information.

Any other questions before you sign up?

If there’s anything at all you’re not certain about, anything we haven’t made clear, any concerns or questions then please contact us at [email protected] and we’ll get right back to you.

What Members Say About fpPathfinder
Thousands of Advisors actively use fpPathfinder. Here is what some of them have to say about the power of the membership.
 
 
I find the flowcharts and checklists helpful for content and for presenting topics to clients. It is a streamlined approach to presenting information and while complex, it also demonstrates the value the advisor brings to the client in helping them navigate these complex situations.
– An 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 from Utah
 
 
The fpPathfinder information is easy to find by topic and has been helpful in prepping for client meetings.
– An Advisor from New York
Join fpPathfinder’s 3,000+ Happy Customers
Ready to take your practice to the next level?
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