fpPathfinder

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

About Us

Ever wonder who is behind fpPathfinder? Read on and wonder no more!

"Just ticking boxes is not the ultimate goal here. Embracing a culture of teamwork and discipline is."

— Atul Gawande, The Checklist Manifesto

The Values That Make Our Team Click

fpPathfinder was founded in 2018 to bridge the gap between complexity and clarity. Our team is dedicated to helping advisors unravel the intricacies of financial planning concepts and translate them into actionable steps that you can implement with confidence.

At fpPathfinder, our team thrives on two fundamental values that define our culture and drive our success:

Foster Craftsmanship

Create something amazing, attend to details, solve problems with creativity and resourcefulness. We take pride in delivering exceptional results that exceed expectations, constantly pushing the boundaries of what is possible.

Be Curious

Ask questions rigorously, continually learn and improve, be alert to what’s coming. We stay ahead of the curve, anticipating trends and developments, and remain vigilant to what the future holds, enabling us to adapt and innovate in an ever-evolving landscape.

Meet Our Founders

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Michael Lecours

Co-Founder | CFP®
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Michael E. Kitces

Co-Founder | MSFS, MTAX, CFP®, CLU, CHFC, RHU, REBC, CASL
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Micheal Lecours

Michael Lecours, CFP® is a Co-Founder of fpPathfinder. He is also a financial advisor and planner at the Wealth Strategies Team. Michael began his career in advertising where he worked to develop marketing strategies for insurance companies, banks, credit unions, RIAs and hedge funds. Now, he leverages his background in advertising to distill complex financial planning concepts into straightforward strategies, apply behavioral finance concepts to the planning process and injects a disciplined approach to all facets of the client experience.

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Michael E. Kitces

Michael Kitces is the Chief Financial Planning Nerd at Kitces.com, dedicated to advancing knowledge in financial planning and helping to make financial advisors better and more successful.

In addition, he is the Head of Planning Strategy at Buckingham Wealth Partners, the co-founder of the XY Planning Network, AdvicePay, New Planner Recruiting, fpPathfinder, and FA BeanCounters, the former Practitioner Editor of the Journal of Financial Planning, the host of the Financial Advisor Success podcast, and the publisher of the popular financial planning industry blog Nerd’s Eye View.

In 2010, Michael was recognized with one of the FPA’s “Heart of Financial Planning” awards for his dedication and work in advancing the profession.

Meet Our Team

Eren
Eren Franco

Marketing Manager

Stacia Waren
Stacia Waren

MBA, FPQP®, CSX™, aPHR®
Director Of Product

Chris Granger
Chris Granger

CFP®, ChFC®, CLU®, Guide Creator

Heather Martinez
Heather Martinez

Member & Product Support Associate

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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.
“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
“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 find fpPathfinder to be very helpful. I use the checklists and flowcharts to help prep for every meeting.”
— Ryan, an advisor in New York
“Your software and platform are awesome and super helpful to me and my clients”
— Clinton, an Advisor in New York
“fpPathfinder is the only planning tool that tries to address all of the obstacles facing our clients”
— Cathy Curtis, Curtis Financial Planning
“fpPathfinder is fantastic. I really can't find any flaws.”
— Joshua, an advisor in Pennsylvania
“I love your resources, you guys & gals have helped us take our practice to the next level!”
— Trevor, an advisor in California
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