fpPathfinder

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

Client Engagement & Marketing
Position yourself as a diligent advisor and enhance client engagement when you integrate white-labeled checklists, flowcharts, and summary guides with your process.
Access our complete list of guides
Create custom white-labeled guides to give your clients a more personalized experience
Digital rights for sharing via websites, email campaigns, & social media
Develop custom client engagement pieces (such as a white-labeled Client Service Calendar)
Deluxe
$299/yr
per user
Join Now
Why Choose Deluxe Membership?
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    Have done-for-you, white labeled guides

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    Show you clients the complex work you help them accomplish.

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    Educate your clients and use as a conversation script.

How Advisors Use Deluxe Membership
Advisors who value Deluxe membership want to to show up for clients as confident thought leaders who are diligent and prepared.
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Send to clients when they have a question about a financial planning topic.
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Use in newsletter and blog content.
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Share with clients in meetings to explain financial planning concepts.
 
White Label FEATURE
Custom white label the flowcharts, checklists, and summary guides to create a branded, tangible client experience!
Add your logo
Choose your colors
Apply your firm's logo and color scheme, and customize the back page to make the checklists, flowcharts, and summary guides your own. 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
Want More Tools & Features?
Explore our Premier Plan and learn how you can systematize your client communication and marketing.
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 4,000+ 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.
“Love the Redtail integration - it’s been instrumental in my prep for my client reviews. I’m finding my self being over-prepared because of the robust lists which is great.”
— Don, and advisor in California
“This is probably the best money I have ever spent. I love fpPathfinder!”
— Phillip, an advisor in North Carolina
“I really love the flowcharts and they are helping me explain difficult decision points/rules to my client base. In fact, I plan to upgrade so I can use some of the material on my website with my own branding.”
— An advisor in Texas
“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!”
— Bill, an advisor in New York
“The flowcharts have helped a lot in recent discussions with the changing markets, providing us with confidence that our clients are getting the best, most accurate information.”
— Matthew, an advisor in Georgia
“Our firm had been looking for something like this for so many years. A standardized checklist or flowchart of important issues to consider, and a way to integrate the responses into our system. When we stumbled across your service, I couldn't have signed up any quicker. We now use the checklists to conduct monthly webinars about the all of the important topics”
— An advisor in Texas
“You just continue to put out great content on fpPathfinder. The 'What Issues Should I Consider Before The End Of The Year' checklist is fantastic.”
— Chris, an advisor in Illinois
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