fpPathfinder

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

Careers

While we are not currently hiring, we are always looking for talent as we continue to grow! Please email support@fppathfinder.com with your resume.

fpPathfinder was founded in 2018 to bridge the gap between complexity and clarity. Our team is dedicated to helping advisors unravel the intricacies of financial planning concepts and translate them into actionable steps that can be implemented with confidence.

Check out these Podcasts to learn more about fpPathfinder.

What Customers Are Saying About Us

Hundreds of other advisors are actively using fpPathfinder. Read what those lovely people have to say about us.
“This has been super helpful and I am getting rave reviews in using these flowcharts and checklists”
— Christoper, an advisor in Illinois
“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 love your resources, you guys & gals have helped us take our practice to the next level!”
— Trevor, an advisor in California
“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
“My clients and COIs love these. I’ve shown the medicare IRMAA flowchart to a Medicare consultant I work with and she loved it”
— Steve, an advisor in Ohio
“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 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
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