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.
“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
“Thank you for creating a robust, yet very practical, planning tool.”
— Andy, an advisor in Florida
“The flowcharts have helped a lot in recent discussions with the changing markets, providing us with confidence that our clients are getting the best, most accurate information.”
— Matthew, an advisor in Georgia
“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
“I love your resources, you guys & gals have helped us take our practice to the next level!”
— Trevor, an advisor in California
“This has been super helpful and I am getting rave reviews in using these flowcharts and checklists”
— Christoper, an advisor in Illinois
“fpPathfinder is one of a few tools that I use most often in my practice. It has improved my process and the client outcomes.”
— An advisor is Texas
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