fpPathfinder

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

A Clearer Path To Better Planning
Made by advisors, for advisors, fpPathfinder provides ready-to-use conversational tools that save time, uncover planning opportunities, and deepen client relationships.
 
See how each membership level supports better planning conversations and choose the option that best fits your practice.
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Stay Current

Stay Current

Current, ready-to-use guides across 150+ planning topics – always at your fingertips.

Uncover More

Uncover More

Ask better questions, uncover real planning gaps, and move forward together.

Explain Clearly

Explain Clearly

Simplify complex topics with branded deliverables clients can understand and use.

One Platform, Three Options

Scale Your Advice, Not Your Workload

Find the right guide, make it your own, and automate the follow-through.

Essentials

Find Your Guides

Browse 150+ guides by topic, category, or client need. Use the Guide Recommendation Tool to narrow your options quickly.

Outcome The Right Guide, Faster.
Deluxe

Add Your Brand

Personalize with your logo, colors, and custom back page to create professional guides designed to feel distinctly yours.

Outcome On-Brand, Without The Build.
Premier

Automate The Flow

Gather client input, sync responses to your CRM, and keep shared guides current for a repeatable process across teams.

Outcome Consistent Follow-Up, At Scale.

See Our Conversation Guides

Take a Guided Tour

See how fpPathfinder puts planning into action to save time, uncover opportunities, and support better client conversations.

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Explore Membership Options

Individual Memberships Group Memberships
Built To Complement Your Tech Stack

Works With The Tools You Already Use

Bring fpPathfinder into the technology and workflows already supporting your firm.

What People Are Saying About Us
 
 
“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 and fpPathfinder Co-Founder
 
 
“fpPathfinder has been critical in my execution of financial planning. They provide well thought resources for when clients face specific problems, and I use them over and over again."
– Roger Whitney CFP®️, CIMA®️, CPWA®️
 
 
“fpPathfinder is the only planning tool that tries to address all of the obstacles facing our clients”
– Cathy Curtis Curtis Financial Planning

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 met with a client who had a question regarding her eligibility for Social Security benefits. We went through the flowcharts answering each question and following the lines. She looked at me and said 'This is great, it was so much easier to use this than trying to go through all the literature that Social Security offers. Thank you so much.'”
— Ben G, an advisor in Wisconsin
“fpPathfinder is fantastic. I really can't find any flaws.”
— Joshua, an advisor in Pennsylvania
“I really love the flowcharts and they are helping me explain difficult decision points/rules to my client base. In fact, I plan to upgrade so I can use some of the material on my website with my own branding.”
— An advisor in Texas
“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
“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
“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
“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
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