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 140+ planning guides.
Get 1-2 new guides added each month to keep you current and informed.
Use the Guide Recommendation Tool to quickly find the right guide for any client situation
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 140+ 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 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.
“I just utilized one of the Roth flowcharts live on the phone with a client. It worked perfectly!”
— Rick, a financial advisor
“Having been trained in a CPA firm, checklists were how everything was done, I was amazed to learn how little checklists were utilized in FP [Financial Planning]. I had created my own but FP Pathfinder has outdone me in creating current issue lists and updates. This is a must for any advisor. ”
— Advisor from California
“Our team has really liked the charts and were particularly pleased with the traditional IRA vs. 401k for a business and the QBI chart.”
— Scott, an advisor in Oregon
“I love your resources, you guys & gals have helped us take our practice to the next level!”
— Trevor, an advisor in California
“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 Virginia
“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
“This is probably the best money I have ever spent. I love fpPathfinder!”
— Phillip, an advisor in North Carolina
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