fpPathfinder

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

Turn Complexity Into Client Confidence
Discover the membership tier that aligns with your goals and elevates your practice. With our 30-day money-back guarantee, you can try us risk-free—and you’re free to upgrade your plan anytime.
 
Have More Than One Client Facing User? Explore Ensemble Pricing Options

Essentials
$199/yr
per user

Deluxe
$399/yr
per user

Premier
$599/yr
per user
Explore the benefits of each membership tier below
Confidently Provide Consistent Advice
 
Join
Enhance Client Engagement And Demonstrate Your Value
Join
Systematize Client Communication and Meetings
Join
Brush up on the Rules with 130+ guides and 1-2 guides added each month
Access Guides With These Tech Tools:
-Holistiplan
-Asset Map
-Money Tree
-Income Lab
 
Client Engagement Builder Tool.  
Digital sharing rights for your website or other marketing efforts.
 
Single Client Personalized Deliverable Reports  
CRM Integrations with
- Redtail CRM
- Wealthbox CRM
- Salesforce FSC
- XLR8
   
Customize Guides With Interactive Checklists
    
 
Learn More About Essentials
Learn More About Deluxe
Learn More About Premier
fpPathfinder Overview
Watch this 3 minute overview to learn more about fpPathfinder! You will learn about our Co-Founders Mike Lecours and Michael Kitces, get a brief description about the content, and where you can go to learn more!
Intro to fpPathfinder - From Pain Points To Solutions! A Live Demo
Anyone who is interested can join this group webinar. You'll be able have your questions answered live. All you have to do is add them to the Q&A during the webinar. Can't make it? Register and we will send you the latest replay! If you have time now, you can view the last recorded live demo below.
Join An Upcoming Group Webinar
All times are ET. A Q&A box will be available so you can have your questions answered in real time.
April 3rd @12PM
April 10th @12PM
April 17th @12PM
View Recent 'Live Demo' Replay
What You’ll Learn
Which membership level can move you closer to your goals
Best Practices Overview
Description and Brief Demo of the Tools available with membership
Heather Martinez
Member and Product Support Specialist
Stacia Waren, MBA, FPQP®, CSX™
Director Of Product
Meet Our Partners
30-day Hassle-Free Money Back Guarantee
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 guides and then ask for a refund. Doing so may void your refund. If you are not completely satisfied within your first 30 days, email support@fppathfinder.com and we will refund your membership.
FAQ
How Are The Guides Created?
Our purpose at fpPathfinder is to raise planning issues and identify decision points so that financial advisors have a script to guide more productive client conversations. Often members and non-members alike ask how we approach guide development, and what we do to ensure that we are being diligent.
There's More! 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?

Sort of! Our checklists are designed to provide you with a guide of various financial planning issues to consider, whether you’re in prep mode, or meeting a client face-to-face. Interactive Checklists, available to Premier Members, allow you to hide, edit, or add custom questions to current checklists. This way, you can craft a personalized client experience while relying on a thoroughly researched and reviewed framework.

Other Interactive Checklist Features Include:

  • Add, Hide, Or Edit Questions
  • Add Personal Notes To The Client View Header Text
  • Add More Than One User To The Checklist
  • Save Your Templates For Future Use
  • See Who Completed An Interactive Checklist
  • Updated CRM Contact Linking For Public Interactive Checklists (Previously Send To Many)
  • And More!

Check out this demo (or view the demo below) to learn more about Interactive Checklists!

Can I see a demo or try out the features? (Includes CRM integration and tool demos)

Explore fpPathfinder through the demos and walkthroughs below.

CRM Integration Demos

Additional Walkthroughs

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 guides updated?

In some cases—like the SECURE Act 2.0—we release new or supplemental guides within a week. In others, where changes significantly impact the structure of a guide, updates may take longer as we rebuild the resource from the ground up.

Is there a discount for buying multiple memberships at once?

Yes. We offer Group Memberships with flexible plans for firms and education providers of any size. To get pricing for your team, you can request a quote directly from our Group Memberships page using the quote tool. If you have questions or prefer to reach out directly, email support@fppathfinder.com.

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 guides and then ask for a refund. If you are not completely satisfied within your first 30 days, email support@fppathfinder.com and we will refund your membership. You can also cancel your yearly membership by visiting Account Management 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 support@fpPathfinder.com 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 5,000+ Happy Members
Ready to take your practice to the next level?
Get Started Now

What Customers Are Saying About Us

Hundreds of other advisors are actively using fpPathfinder. Read what those lovely people have to say 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
“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
“I love it! I find it very helpful. It's a great client value add.”
— Phillip, an advisor in North Carolina
“fpPathfinder is one of a few tools that I use most often in my practice. It has improved my process and the client outcomes.”
— An advisor is Texas
“The fpPathfinder information is easy to find by topic and has been helpful in prepping for client meetings.”
— An advisor in New York
“It’s brilliant to boil complex planning strategies into a one-page flowchart. It totally beats having to read 4 -5 articles to understand each nuance and exception, especially on the tax issues.”
— Meghan, an advisor in Georgia
“I adore your product. It’s so helpful to my clients and myself. I really like that I could change all the colors to match my logo. It looks fantastic.”
— An advisor in Washington
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