fpPathfinder

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

Confidently Provide Consistent Advice
Stay on top of the latest planning rules and ensure planning opportunities are not missed with fpPathfinder as your internal reference tool.
Access our complete list of guides.
Help your clients make complex financial planning decisions.
Essentials
$99/yr
per user
Join Now
Why Choose Essentials Membership?

  • Confidently ask probing questions

  • Guide clients through complex decision making

  • Identify other planning conversations

Why Members Choose Essentials Membership
Essentials members use checklists, flowcharts, and summary guides behind the scenes as their "secret sauce."
 
Rely on more than 100 guides for up-to-date, researched, accurate information to address clients' financial planning questions.
 
Use to create a consistent client experience across the team.
 
Leverage to train new team members.
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
Want More Features?
Explore our Deluxe plan and learn how you can use the checklists, flowcharts, and summary guides to enhance the client experience.
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
Join Now

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 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
“You are making all of our lives easier...and more importantly, our clients.”
— Jeff, an advisor in California
“I really love the flowcharts and they are helping me explain difficult decision points/rules to my client base. In fact, I plan to upgrade so I can use some of the material on my website with my own branding.”
— An advisor in Texas
“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
“fpPathfinder is the only planning tool that tries to address all of the obstacles facing our clients”
— Cathy Curtis, Curtis Financial Planning
“fpPathfinder has been critical in my execution of financial planning. They provide well thought resources for when clients face specific problems, and I use them over and over again.”
— Roger Whitney, CFP®️, CIMA®️, CPWA®️
“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
Become a Member

Sign Up to Receive Updates

Join our mailing list to be updated as we release new flowcharts and checklists that might be of interest.
  • This field is for validation purposes and should be left unchanged.
Close