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fpPathfinder

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

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  • 40+ decision-oriented flowcharts
  • 40+ issue-based checklists
  • Updated as needed to stay current
  • One to two new resources added each month
  • Download as PDFs
  • Advisor-facing and client-friendly
  • Customize to match your brand (Deluxe and Premier)
  • Share online/social media/email (Deluxe and Premier)
  • Star your favorite resources (Deluxe and Premier)
  • Download all resources with one click (Deluxe and Premier)
  • Complete checklists online and email custom checklist link to your clients (Premier)
  • Integrate fpPathfinder with Redtail, Wealthbox, Salesforce Financial Cloud Services, and XLR8 CRMs (Premier)
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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.
“The decision tree format has been immensely helpful. The design is very simple and elegant.”
— Deirdre, an advisor in Massachusetts
“I love the flowcharts and have found them very helpful in guiding clients on complicated planning issues. The charts are easy to follow and help navigate through difficult decisions based on clients' unique circumstances.”
— Jason, an advisor in Illinois
“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 one of my best subscriptions I pay for!”
— Sean, an advisor in California
“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
“You are making all of our lives easier...and more importantly, our clients.”
— Jeff, an advisor in California
“fpPathfinder is one of a few tools that I use most often in my practice. It has improved my process and the client outcomes.”
— An advisor is Texas
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Recent Blog Posts

  • Improving Estate Planning Conversations
  • SECURE Act 2.0 Guide Updates
  • The SECURE Act 2.0 Summary Checklist
  • Help Clients Navigate Business Exit Strategies

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Easily and quickly provide guidance to your clients. Then properly document your conversation or meeting.

Upgrade to Premier to use an interactive checklist and integrate with Redtail, Wealthbox, Salesforce Financial Cloud Services, and XLR8.

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Feature your expertise by putting flowcharts and checklists with your brand in front of your clients and prospects.

Upgrade to Deluxe or Premier to white label the resources.

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Save time by downloading all the checklists and flowcharts with one click.

Upgrade to Deluxe or Premier to download all the resources with one click.

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Deliverable Reports

Upgrade to Premier Membership and gain access to the Beneficiary Report. You’ll also unlock the capability to scale your client communications with the CSV upload that generates client-specific PDFs.

Join as a Premier Member