fpPathfinder

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

Educate & Engage
Open up client conversations beyond investment accounts. Access a library of white-labeled guides plus engagement tools to educate clients (and attract prospects) year-round!
All of the benefits of Essentials.
Educate clients by sharing white-labelled versions of theguides with your logo and firm colors.
Share your white-labeled guides via websites, email campaigns, & social media.
Create custom client engagement pieces, like a white-labeled Client Service Calendar.
Highlighting your expertise and uncover opportunities with Personalized Client Deliverable Reports.
Deluxe
$299/yr
per user
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Why Choose Deluxe Membership?

  • With white-labeled, ready-made guides - we do the work, and you look like the expert

  • Show clients and prospects the complex work you can help them accomplish

  • Never run out of ideas to educate and engage with clients and prospects

  • Uncover planning opportunities and respond to client questions

Deluxe Members Use fpPathfinder To Educate & Engage Clients Year-Round
 
Send white-labeled guides during key life events or on a regular schedule to answer questions.
 
Use guides for client engagement or lead generation via social media or email marketing
 
Highlight key touchpoints to give prospects and clients a clear view of the comprehensive advice you provide beyond investment management with the Client Service Calendar.
 
White Label FEATURE
Custom white label the flowcharts, checklists, and summary guides to create a branded client experience!
Add your logo
Choose your colors
Try the white-label feature and download your free customized flowchart!
Try out the white label feature!
What Members Say About Deluxe Membership
Don't take our word for it! Read what our members -- your peers -- have to say about being Deluxe fpPathfinder Members.
 
 
"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
 
 
"The white-label feature in Deluxe is really fantastic. It is really powerful to talk through the decision tree with a client with our logo & color options on the chart, frankly, because it makes us look smarter! "
– An Advisor in New York
 
 
"I adore your product. It’s so helpful to my clients and myself. I really like that I could change all the colors to match my logo. It looks fantastic."
– An Advisor in Washington
Still Struggling to Streamline Your Process and Scale Your Value? Want More Tools & Features?
Create a more streamlined and productive planning process with Interactive Checklists and CRM integrations. Personalize client engagement, uncover planning needs, and deliver ongoing value throughout the year using personalized checklists and a Client Service Calendar. Available to Premier Members!
30 Day Hassle Free Guarantee
We guarantee fpPathfinder will help you identify more planning opportunites, have more engaged clients, and a more efficient business. If for any reason you're not 100% satisfied at any time in the first 30 days, email us at support@fpPathfinder.com and we will refund your membership. 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.
Join fpPathfinder's 5,000+ happy customers
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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.
“fpPathfinder is fantastic. I really can't find any flaws.”
— Joshua, an advisor in Pennsylvania
“I love the new "share a link" feature. This has made it much easier to send flowcharts and checklists to our clients. Thanks for the add!”
— An advisor in Texas
“The fpPathfinder information is easy to find by topic and has been helpful in prepping for client meetings.”
— An advisor in New York
“I just utilized one of the Roth flowcharts live on the phone with a client. It worked perfectly!”
— Rick, a financial advisor
“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
“The resources available are beneficial internally and for clients. The checklists help advisors think outside the box of their knowledge and experience covering a multitude of planning areas. The flowcharts are well laid out visuals for the clients with possible scenarios identified and clear paths to take. fpPathfinders does a nice job updating the resources regularly and communicating to their customer base as well.”
— An advisor in Minnesota
“One client just said 'Wow, thank you for this. I would have screwed up my retirement if not for this.'”
— David, an advisor in NY
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