fpPathfinder

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

Streamline Planning & Scale Your Value
Streamline meetings by using Interactive Checklists to automatically flag planning issues and scale your value.
All of the benefits of Essentials & Deluxe.
Incorporate Interactive Checklists into your process and tailor checklists for a standout client experience.
Create custom client deliverables to highlight value.
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 personalized experience that stands out

  • Systematize your planning workflows with leading CRM integrations

  • Enhance recommendations & uncover assets with powerful fintech integrations

  • Streamline client engagement and scale your value with the Client Service Calendar

Premier Members Use fpPathfinder To Systematize Client Engagement
 
Lean on fintech integrations to drive home your planning recommendations 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.
“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 it! I find it very helpful. It's a great client value add.”
— Phillip, an advisor in North Carolina
“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. Everything is well-designed and the amount of material you guys pack into a page without it being overwhelming is AMAZING!”
— An advisor in Kentucky
“I can't say how much I love the product. It is just great. I recommend it to all my colleagues.”
— Robert, an Advisor in Colorado
“It is very helpful for us when we have a client in and we have an issue at hand. Walking through the checklist helps us big time.”
— William, an advisor In Massachusetts
“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
“Checklists don't make the planner smarter or more skilled, but do help to ensure that the planner maximizes the knowledge and skill he/she already has.”
— Michael Kitces, Publisher and Editor-In-Chief at Kitces.com
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