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Congratulations on taking the first step in having more diligent client conversations. We recommend that you complete this onboarding tutorial before you jump into the Member Section.

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What is a Planning Topic you address or want to address with your clients every year?
Reviewing Tax Returns
Beneficiary Review
Planning For Strategic Charitable Giving
Which of these describes a current client situation?
I have a new client and I want to show them how much we cover
An existing client needs an annual review
I have a client that is retiring
A client needs their investments reviewed
Which of these most popular resources would you like to view?
Important Numbers (like tax rates)
Master List Of Goals
What Issues Should I Consider Before The End Of The Year?
Estate Planning
Tell Us about your Tech Stack. Check All That Apply.
Advice Management
Holistiplan
Asset Map
MoneyGuide Pro
Right Capital
EMoney
RiskAlyize/Nitrogen
Marketing Tools
Snappy Kracken
FMG Suite
Broadridge
CRM
Wealthbox
Redtail/Orion
Salesforce
XLR8
Practifi
EBIX
Microsoft
Advyzon
What specific benefits or advantages are you seeking to obtain by becoming a member of fpPathfinder?

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Let’s get started with a brief tour of the Member Section.

Questions? Email us at support@fppathfinder.com

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fpPathfinder

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

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  • 50+ decision-oriented flowcharts
  • 50+ issue-based checklists
  • Updated as needed to stay current
  • One to two new guides 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 guides (Deluxe and Premier)
  • Download all guides with one click (Deluxe and Premier)
  • Complete checklists online and email custom checklist links 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.
“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
“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
“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
“It’s one of the best software products I have seen. It’s exactly what I have been looking for and trying to build internally. Well done!!!”
— Kate, an advisor in Florida
“ fpPathfinder is great. It's perfect for supplemental content to enhance our marketing efforts.”
— Ray, an advisor in California
“I can’t tell you how much I appreciate the Flow Charts you are providing. Helps me feel a little less crazy as an advisor.”
— Tami C, an advisor in Colorado
“I just utilized one of the Roth flowcharts live on the phone with a client. It worked perfectly!”
— Rick, a financial advisor
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