Most of our members have no issues with compliance. If you do we will try to work with or, let us know within 30 days, and we’ll refund your membership.

Yes! Here is a Complete Guide List by title and category.

Sort of! Our checklists are designed to provide you with a guide of various financial planning issues to consider, whether you’re in prep mode, or meeting a client face-to-face. Interactive Checklists, available to Premier Members, allow you to hide, edit, or add custom questions to current checklists. This way, you can craft a personalized client experience while relying on a thoroughly researched and reviewed framework.

Other Interactive Checklist Features Include:

• Add, Hide, Or Edit Questions
• Add Personal Notes To The Client View Header Text
• Add More Than One User To The Checklist
• Save Your Templates For Future Use
• See Who Completed An Interactive Checklist
• Updated CRM Contact Linking For Public Interactive Checklists (Previously Send To Many)
• And More!

Check out this demo (or view the demo below) to learn more about Interactive Checklists!

Redtail CRM users: Watch this Demo if you are looking for a high-level overview of fpPathfinder, a demo of interactive checklists and the integration with Redtail.

Wealthbox CRM users: Watch this Demo if you are looking for a high-level overview of fpPathfinder, a demo of interactive checklists and the integration with Wealthbox.

XLR8 CRM users: Watch this Demo if you are looking for a high-level overview of fpPathfinder, a demo of interactive checklists and the integration with XLR8.

Salesforce Financial Cloud Services Integration Demo

View a demo of the Tools Available depending on your Membership Level.

If you’re interested in seeing the white-label feature, you can try it out here. 

You bet! You can start at a membership level that feels right for you. When you’re ready, you can upgrade anytime. When you go to the checkout page, a credit for your “unused” time will be deducted from the price.

Access to your membership is instantaneous after you sign up. You will receive an email with login information to the membership.

We update the guides as needed to stay current and try to do so as quickly as possible. Read about our Guide Update Process here.

We tend to release versions of the guides impacted by new annual limits at the end of each year. As new rules and regulations come out, we try update the resources within a month. In some cases (like the CARES Act), we released a checklist that addresses just those new rules in about a week. In other cases, the rules completely change the nature of the guide and cause us to go back to the drawing board. In those cases, it can take a lot longer to update the guide.

Yes, we have ensemble and enterprise subscriptions available. View ensemble information here and please contact support@fpPathfinder.com and include the number of advisors and the membership level of interest for an exact quote.

Absolutely not! But we’ll be sad to see you go if you decide to cancel. We offer a hassle-free 30 day money back guarantee. 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. If you are not completely satisfied within your first 30 days, email support@fppathfinder.com and we will refund your membership. You can also cancel your yearly membership by visiting your account page prior to renewal.

As a standard practice, fpPathfinder never has access to or retains any client information.

If there’s anything at all you’re not certain about, anything we haven’t made clear, any concerns or questions then please contact us at support@fpPathfinder.com and we’ll get right back to you.