Most of our members have no issues with compliance. If you do we will try to work with or, let us know within 30 days, and we’ll refund your membership.

Yes! Here is a Complete Guide List by title and category.

Not at this time. Among fpPathfinder’s members, customizable checklists are one of the most frequent new feature requests we receive. The original intent of our checklists was to focus on resources that could be used broadly. They are generic, by design, to cover various client scenarios. We are taking the time to fully evaluate this feature request to understand the implications. Please read our full statement here. Premier Members can remove questions on the interactive checklists from the client’s view via the Share Link Options.

Redtail CRM users: Watch this Demo if you are looking for a high-level overview of fpPathfinder, a demo of interactive checklists and the integration with Redtail.

Wealthbox CRM users: Watch this Demo if you are looking for a high-level overview of fpPathfinder, a demo of interactive checklists and the integration with Wealthbox.

XLR8 CRM users: Watch this Demo if you are looking for a high-level overview of fpPathfinder, a demo of interactive checklists and the integration with XLR8.

Salesforce Financial Cloud Services Integration Demo

View a demo of: Share Link Options – Available for Premier members who want to email interactive checklists to clients. If you’re interested in seeing the white-label feature, you can try it out here. If you’re interested in seeing samples, check out a sample of our checklists (our interactive checklist) and a sample flowchart.

You bet! You can start at a membership level that feels right for you. When you’re ready, you can upgrade anytime. When you go to the checkout page, a credit for your “unused” time will be deducted from the price.

Access to your membership is instantaneous after you sign up. You will receive an email with login information to the membership.

We update the guides as needed to stay current and try to do so as quickly as possible. Read about our Guide Update Process here.

We tend to release versions of the guides impacted by new annual limits at the end of each year. As new rules and regulations come out, we try update the resources within a month. In some cases (like the CARES Act), we released a checklist that addresses just those new rules in about a week. In other cases, the rules completely change the nature of the guide and cause us to go back to the drawing board. In those cases, it can take a lot longer to update the guide.

Yes, we have ensemble and enterprise subscriptions available. View ensemble information here and please contact [email protected] and include the number of advisors and the membership level of interest for an exact quote.

Absolutely not! But we’ll be sad to see you go if you decide to cancel. We offer a hassle-free 30 day money back guarantee. 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. If you are not completely satisfied within your first 30 days, email [email protected] and we will refund your membership. You can also cancel your yearly membership by visiting your account page prior to renewal.

As a standard practice, fpPathfinder never has access to or retains any client information.

If there’s anything at all you’re not certain about, anything we haven’t made clear, any concerns or questions then please contact us at [email protected] and we’ll get right back to you.