fpPathfinder

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

Streamline Planning & Engagement
Create productive and efficient client and prospect meetings with interactive checklists to help you engage year round.
All of the benefits of Essentials & Deluxe.
Incorporate Interactive Checklists into your process and tailor checklists for a personalized client experience.
Create custom client deliverables
Create and log tasks, notes, and other planning opportunities with CRM integrations.
Premier
$499/yr
per user
Join Now
Why Choose Premier Membership?

  • Personalize Interactive Checklists for a seamless, personalized experience

  • Systematize your planning workflows with leading CRM integrations

  • Enhance recommendations & uncover assets with powerful fintech integrations

  • Client Service Calendar to streamline client engagement and unlock planning opportunities all year long

Premier Members Use fpPathfinder To Systematize Client Engagement
 
Lean on fintech integrations to drive home your planning recommendation and ensure planning opportunities are covered.
 
Send an Interactive Checklist to clients before the meeting to uncover planning issues, ensuring a more productive session with no surprises.
 
Personalize checklists to align with a client’s unique situation for a tailored, engaging experience.
 
EXCLUSIVE FEATURE #1
Interactive checklists make it easier and faster to help clients.
Digitally complete checklists and add notes. Send complete checklists to your CRM or Copy Text and paste the information where you need it to go.
Email a custom link to your clients to complete a checklist which can go directly to your CRM or back to you via email.
Try out the Interactive Checklist feature!
Try an Interactive Checklist
 
FEATURE #2
Custom Client Deliverables
Use client information you already have to generate a customized report that illustrates your work and confirms for your client that you're on top of important matters.
Scale your ability to generate customized deliverables for several clients at once with a template for uploading clients' data and creating individualized reports.
Try out the Deliverable feature!
Create a Deliverable
What Members Say About Premier Membership
Don't take our word for it! Read what our members -- your peers -- have to say about being Premier fpPathfinder Members.
 
 
"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 love the new "share a link" feature. This has made it much easier to send flowcharts and checklists to our clients. Thanks for the add!
– An Advisor in Texas
 
 
"I think it’s the bees knees! I think it provides me and my clients the most value of any of the services we use at my firm."
– An Advisor in Kentucky
30 Day Hassle-Free Guarantee
We guarantee fpPathfinder will help you identify more planning opportunities, 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 really love the concept of fpPathfinder because I spend so much time reinventing the wheel when communicating planning concepts to clients. Moreover, the flowchart format can be used time and time again to produce consistent results.”
— Kevin P, an advisor in Illinois
“This has been super helpful and I am getting rave reviews in using these flowcharts and checklists”
— Christoper, an advisor in Illinois
“These tools look great. They will really help me share quality content with those I assist and will allow us to reduce errors. Furthermore, these tools really help our teams look professional and solidify us as true planners”
— Shane, an 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
“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
“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
“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
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