Provide Consistent Advice
Advisors can use fpPathfinder as an internal reference tool to help them stay on top of the rules and ensure planning opportunities are not missed.
Access our complete list of guides.
Help your clients make complex financial planning decisions.
Essentials
$99/yr
per user
Why choose Essentials Membership?
  • Confidently ask probing questions

  • Guide clients through complex decision making

  • Document conversations and decisions

Why members choose Essentials Membership
Essentials members use checklists, flowcharts, and summary guides behind the scenes as their "secret sauce."
 
Rely on more than 100 guides for up-to-date, researched, accurate information to address clients' financial planning questions.
 
Use to create a consistent client experience across the team.
 
Leverage to train new team members.
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
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 [email protected] 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 3,000+ happy customers
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