fpPathfinder

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

Always Have The Right Answer
Stay on top of the latest planning rules and never miss an opportunity with fpPathfinder as your go-to reference tool.
Access over 130+ planning guides.
Get 1-2 new guides added each month to keep you current and informed.
Highlight your expertise with tailored guides using the Guide Recommendation Tool.
Essentials
$99/yr
per user
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Why Choose Essentials Membership?

  • Stay on top of changing laws and refresh yourself on planning rules

  • Confidently guide clients through complex decision-making

  • Ask probing questions on a variety of topics

Essentials Members Use fpPathfinder Behind The Scenes As Their "Secret Sauce."
 
Access 130+ up-to-date guides to address clients' financial planning questions, helping you keep the rules straight and feel ready no matter the client question.
 
Ensure key planning topics are consistently covered and clients always understand the rationale behind your recommendations.
 
Simplify planning scenarios into clear, actionable steps with a structured framework that ensures consistency and enhances client education and confidence.
What Members Say About Essentials Membership
Don't take our word for it! Read what our members -- your peers -- have to say about being Essentials fpPathfinder Members.
 
 
"The checklists help advisors think outside the box of their knowledge and experience covering a multitude of planning areas."
– An Advisor in Minnesota
 
 
"The flowcharts give me a lot of confidence. Candidly, I sometimes worry that I might miss something when planning for my clients. The flowcharts give me confidence that I won't"
– An Advisor in Virigina
 
 
"I had my own internal set of workflows, but by piggybacking fpPathfinder, I've saved who knows how many hours. It's a great product and I'll be a subscriber for years."
– An Advisor in Texas
Struggling To Show Your Value? Want More Features?
Investments are set, annual review is done – now what? Use the Client Service Calendar for year-round client engagement. Paired with white-labeled guides and interactive tools, it helps you educate clients, showcase your value, and attract new opportunities. Available to Deluxe 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 a great tool! It mirrors much of what I've developed on my own for tax planning, life events, etc. However, it's been great to double-check my own work in those areas and also to motivate me to deepen my knowledge on other topics”
— Jonathan, an advisor in Colorado
“I find the flowcharts and checklists helpful for content and for presenting topics to clients. It is a streamlined approach to presenting information and while complex, it also demonstrates the value the advisor brings to the client in helping them navigate these complex situations.”
— An Advisor from California
“These tools look great. They will really help me share quality content with those I assist and will allow us to reduce errors. Furthermore, these tools really help our teams look professional and solidify us as true planners”
— Shane, an advisor
“I love these checklists and flowcharts! They are very useful and helpful in making sure I am covering all (or at least most) points regarding a specific topic.”
— Michael, an advisor in Pennsylvania
“I had my own internal set of workflows, but by piggybacking fpPathfinder, I've saved who knows how many hours. It's a great product and I'll be a subscriber for years.”
— An advisor in Texas
“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
“Having been trained in a CPA firm, checklists were how everything was done, I was amazed to learn how little checklists were utilized in FP [Financial Planning]. I had created my own but FP Pathfinder has outdone me in creating current issue lists and updates. This is a must for any advisor. ”
— Advisor from California
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