fpPathfinder

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

Enhance Client Engagement And Demonstrate Your Value
Be the expert and show clients the value you provide with white-labeled checklists and flowcharts.
Access our complete list of guides
Create custom white-labeled guides to give your clients a more personalized experience
Digital rights for sharing via websites, email campaigns, & social media
Develop custom client engagement pieces (such as a white-labeled Client Service Calendar)
Deluxe
$299/yr
per user
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Why Choose Deluxe Membership?

  • Have done-for-you, white labeled guides

  • Show you clients the complex work you help them accomplish.

  • Educate your clients and use as a conversation script.

How Advisors Use Deluxe Membership
Advisors who value Deluxe membership want to to show up for clients as confident thought leaders who are diligent and prepared.
 
Send to clients when they have a question about a financial planning topic.
 
Use in newsletter and blog content.
 
Share with clients in meetings to explain financial planning concepts.
 
White Label FEATURE
Custom white label the flowcharts, checklists, and summary guides to create a branded, tangible client experience!
Add your logo
Choose your colors
Apply your firm's logo and color scheme, and customize the back page to make the checklists, flowcharts, and summary guides your own. 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
Want More Tools & Features?
Explore our Premier Plan and learn how you can systematize your client communication and marketing.
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.
“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
“Thanks for having all of these so conveniently put together. We were working on many of these for years, but often could not find the time to keep them updated. This has been a blessing to our firm. ”
— An advisor in Texas
“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
“In client meetings I'm often sharing a checklist regarding a specific topic, and helping clients understand the planning issues, opportunities, and process all very quickly and efficiently.”
— An advisor in Texas
“Love the Redtail integration - it’s been instrumental in my prep for my client reviews. I’m finding my self being over-prepared because of the robust lists which is great.”
— Don, and advisor in California
“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
“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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