fpPathfinder

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

Group Memberships
Empower your team with a membership plan tailored to your unique needs. Whether you're an education provider or financial planning firm, fpPathfinder is prepared to support teams of all sizes. Need help finding the best fit? Our support team is here to assist every step of the way—reach out at support@fppathfinder.com.
 

Have a Centralized Planning Department or looking for something different? Contact Us for custom pricing.
Ensemble Essentials
Never Miss A Planning Point
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Ensemble Deluxe
Strengthen Brand Identity And Position Your Advisors As The Experts
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Ensemble Premier
Create Repeatable Client Experiences Across Your Firm
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Access To Every Guide

Asset-Map and Holistiplan Integration Access (Guide Suggestions Only)

Firm-Appointed Group Owner To Manage Settings

Firm White-Label Capabilities & Back Page Options

Full Supporting Tools Access To Create Financial Planning Efficiency

Leverage CRM Integrations (Wealthbox, Redtail, Salesforce FCS, and XLR8) To Keep All Team Members Informed
Starting at: $84/Yr
Per Advisor
Learn More About Essentials
Starting at: $254/Yr
Per Advisor
Learn More About Deluxe
Starting at: $424/Yr
Per Advisor
Learn More About Premier
Get Your Quote Now
Complete the form below and get an instant group price quote. After submitting the form you will receive a quote and the option to download it. Someone from the team may reach out with more information.
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Key Tools
Access To Every Guide

Rely on more than 100 guides to stay on top of the latest planning rules and ensure planning opportunities are not missed.

* Included in all memberships
 
Client Engagement Tools

Client Engagement Builder: Develop your own white-labeled custom client engagement piece (such as a Client Service Calendar).

Custom Client Deliverable Reports: Package up the work you are already doing into white-labeled one-page reports

* Tools included in Deluxe and Premier memberships
 
Interactive Checklists

Create efficiencies and prioritize tasks among your advisors. Check out a demo.

* Tool included in Premier Membership
Features And Benefits
 
Essentials Membership
Deluxe Membership
Premier Membership
Included With Membership
Feature(s)/Benefit(s)
More Information

100+ Up-To-Date Guides

PDF Download For Internal Use

Full List Of Guides

Guide Recommendation Tool

Tailored Guide Recommendations

Learn More About This Tool
Included With Membership
Feature(s)/Benefit(s)
More Information

100+ Up-To-Date Guides

White-Labeled, Client-Facing

Full List Of Guides

Guide Recommendation Tool

Tailored Guide Recommendations

Learn More About This Tool

Client Engagement Builder

Custom Engagement Pieces (like a Client Service Calendar)

3 Ways To Use The Client Engagement Builder

Client Deliverable Reports – Single Option

Branded One-Page Report

Deliverable Report Demo
Included With Membership
Feature(s)/Benefit(s)
More Information

100+ Up-To-Date Guides

White-Labeled, Client-Facing

Full List Of Guides

Guide Recommendation Tool

Tailored Guide Recommendations

Learn More About This Tool

Client Engagement Builder

Custom Engagement Pieces (like a Client Service Calendar)

3 Ways To Use The Client Engagement Builder

Client Deliverable Reports

Branded One-Page Report (Available In Bulk)

Deliverable Report Demo

Interactive Checklists (With CRM Integration Option)

Customize Any Checklist And Share It With A Link

Interactive Checklist Demo
Hear Firsthand How Group Membership Can Elevate Your Success
Ready To Sign Up? Have More Questions Or Need Custom Pricing?
A member from our support team will be happy to assist!
Contact Us

What Customers Are Saying About Us

Hundreds of other advisors are actively using fpPathfinder. Read what those lovely people have to say about us.
“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 just utilized one of the Roth flowcharts live on the phone with a client. It worked perfectly!”
— Rick, a financial advisor
“The charts are probably as much value to me (as advisor) as they are when given to a specific client. I know and understand the topics covered, but it can be a lot faster to refresh with a quick glance at the chart’s decision tree vs having to read through regulations”
— Larry, an advisor in Oregon
“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
“Your software and platform are awesome and super helpful to me and my clients”
— Clinton, 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
“It is very helpful for us when we have a client in and we have an issue at hand. Walking through the checklist helps us big time.”
— William, an advisor In Massachusetts
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