fpPathfinder

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

Always Have The Right Answer
Stay on top of the latest planning rules and never miss an opportunity with fpPathfinder as your go-to reference tool.
Access over 130+ planning guides.
Get 1-2 new guides added each month to keep you current and informed.
Highlight your expertise with tailored guides using the Guide Recommendation Tool.
Essentials
$99/yr
per user
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Why Choose Essentials Membership?

  • Stay on top of changing laws and refresh yourself on planning rules

  • Confidently guide clients through complex decision-making

  • Ask probing questions on a variety of topics

Essentials Members Use fpPathfinder Behind The Scenes As Their "Secret Sauce."
 
Access 130+ up-to-date guides to address clients' financial planning questions, helping you keep the rules straight and feel ready no matter the client question.
 
Ensure key planning topics are consistently covered and clients always understand the rationale behind your recommendations.
 
Simplify planning scenarios into clear, actionable steps with a structured framework that ensures consistency and enhances client education and confidence.
What Members Say About Essentials Membership
Don't take our word for it! Read what our members -- your peers -- have to say about being Essentials fpPathfinder Members.
 
 
"The checklists help advisors think outside the box of their knowledge and experience covering a multitude of planning areas."
– An Advisor in Minnesota
 
 
"The flowcharts give me a lot of confidence. Candidly, I sometimes worry that I might miss something when planning for my clients. The flowcharts give me confidence that I won't"
– An Advisor in Virigina
 
 
"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
Struggling To Show Your Value? Want More Features?
Investments are set, annual review is done – now what? Use the Client Service Calendar for year-round client engagement. Paired with white-labeled guides and interactive tools, it helps you educate clients, showcase your value, and attract new opportunities. Available to Deluxe 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.
“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
“The decision tree format has been immensely helpful. The design is very simple and elegant.”
— Deirdre, an advisor in Massachusetts
“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
“This has been super helpful and I am getting rave reviews in using these flowcharts and checklists”
— Christoper, an advisor in Illinois
“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
“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
“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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