fpPathfinder

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

Group Memberships
We offer three different membership options to help your team create consistency and an efficient way to provide holistic financial planning opportunities. Pick the one that's right for your firm. A member of the support team will be happy to assist in setting up your group membership. Please 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
Get A Quote
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
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.
“I can't say how much I love the product. It is just great. I recommend it to all my colleagues.”
— Robert, an Advisor in Colorado
“The fpPathfinder information is easy to find by topic and has been helpful in prepping for client meetings.”
— An advisor in New York
“fpPathfinder is fantastic. I really can't find any flaws.”
— Joshua, an advisor in Pennsylvania
“Our firm had been looking for something like this for so many years. A standardized checklist or flowchart of important issues to consider, and a way to integrate the responses into our system. When we stumbled across your service, I couldn't have signed up any quicker. We now use the checklists to conduct monthly webinars about the all of the important topics”
— An advisor in Texas
“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
“Overall, I have really enjoyed the service as it makes teaching and educating people much simpler. ”
— Michael, an advisor in California
“I just utilized one of the Roth flowcharts live on the phone with a client. It worked perfectly!”
— Rick, a financial advisor
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