fpPathfinder

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

Educate & Engage
Open up client conversations beyond investment accounts. Access a library of white-labeled guides plus engagement tools to educate clients (and attract prospects) year-round!
All of the benefits of Essentials.
Educate clients by sharing white-labelled versions of theguides with your logo and firm colors.
Share your white-labeled guides via websites, email campaigns, & social media.
Create custom client engagement pieces, like a white-labeled Client Service Calendar.
Highlighting your expertise and uncover opportunities with Personalized Client Deliverable Reports.
Deluxe
$299/yr
per user
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Why Choose Deluxe Membership?

  • With white-labeled, ready-made guides - we do the work, and you look like the expert

  • Show clients and prospects the complex work you can help them accomplish

  • Never run out of ideas to educate and engage with clients and prospects

  • Uncover planning opportunities and respond to client questions

Deluxe Members Use fpPathfinder To Educate & Engage Clients Year-Round
 
Send white-labeled guides during key life events or on a regular schedule to answer questions.
 
Use guides for client engagement or lead generation via social media or email marketing
 
Highlight key touchpoints to give prospects and clients a clear view of the comprehensive advice you provide beyond investment management with the Client Service Calendar.
 
White Label FEATURE
Custom white label the flowcharts, checklists, and summary guides to create a branded client experience!
Add your logo
Choose your colors
Try the white-label feature and download your free customized flowchart!
Try out the white label feature!
What Members Say About Deluxe Membership
Don't take our word for it! Read what our members -- your peers -- have to say about being Deluxe fpPathfinder Members.
 
 
"It's hands-down the best collection of client-facing resources I've found anywhere. The checklists are amazing too, to make sure I'm not forgetting anything in a review."
– An Advisor in Kentucky
 
 
"The white-label feature in Deluxe is really fantastic. It is really powerful to talk through the decision tree with a client with our logo & color options on the chart, frankly, because it makes us look smarter! "
– An Advisor in New York
 
 
"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
Still Struggling to Streamline Your Process and Scale Your Value? Want More Tools & Features?
Create a more streamlined and productive planning process with Interactive Checklists and CRM integrations. Personalize client engagement, uncover planning needs, and deliver ongoing value throughout the year using personalized checklists and a Client Service Calendar. Available to Premier Members!
30 Day Hassle Free Guarantee
We guarantee fpPathfinder will help you identify more planning opportunites, have more engaged clients, and a more efficient business. If for any reason you're not 100% satisfied at any time in the first 30 days, email us at support@fpPathfinder.com and we will refund your membership. 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.
Join fpPathfinder's 5,000+ happy customers
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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.
“With all the aspects of running a business, working with varying client scenarios, and knowing how much information is available, I like being able to look at a flowchart and just see what I need to see.”
— Mike, a financial advisor
“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
“What you guys have created is pretty badass! I’ve used your material for both client meetings and prospective clients.”
— An advisor in California
“I had my own internal set of workflows, but by piggybacking fpPathfinder, I've saved who knows how many hours. It's a great product and I'll be a subscriber for years.”
— An advisor in Texas
“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
“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
“I just met with a client who had a question regarding her eligibility for Social Security benefits. We went through the flowcharts answering each question and following the lines. She looked at me and said 'This is great, it was so much easier to use this than trying to go through all the literature that Social Security offers. Thank you so much.'”
— Ben G, an advisor in Wisconsin
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