fpPathfinder
Membership platform of ready-to-use planning checklists, flowcharts, and summary guides that help financial advisors hold diligent client conversations.
Founded
2018Membership platform of ready-to-use planning checklists, flowcharts, and summary guides that help financial advisors hold diligent client conversations.
fppathfinder.comCrawled Oct 16, 2026
Deluxe and Premier memberships let advisors white-label fpPathfinder checklists and flowcharts. Advanced White Label Settings allow members to customize the back page.
fpPathfinder introduced a package that includes Essentials features and lets members add their logo in place of the fpPathfinder logo.
fpPathfinder’s interactive resources include checklists and flowcharts. Members can use flowcharts to navigate decision points when answering client questions.
fpPathfinder offers a list of popular checklists, flowcharts, and summary guides. The page lists the 10 most downloaded guides from a library of nearly 100.
Michael Lecours and Matt Shute of 3D Asset Management discussed fpPathfinder’s origins and advisor membership in an episode of the Advisor Success Series Podcast.
The page describes an email offering to review a client’s tax return and references checklists for working clients and retirees.
The page describes an email encouraging clients to keep estate plan updates in mind, alongside a checklist about estate planning.
The page describes an email outlining the need for year-end planning and a checklist of issues to review.
Since its 2018 launch, fpPathfinder has received feedback from advisors using its checklists and flowcharts. After more than 1,600 advisors joined, members requested online checklist completion and documentation.
Michael Kitces presented a webinar on scaling financial advice, which ThinkAdvisor reporter Jeff Berman covered in an article about year-end tax planning checklist questions.
The key takeaways from the Michael Kitces Webinar webinar on scaling advice as reported by ThinkAdvisor, including the importance of checklists.
fpPathfinder is hiring a director of marketing to develop its marketing function. The company was founded in 2018 to help advisors navigate financial planning.
The Premier membership is presented for advisors seeking to deliver personalized advice efficiently, at scale, and consistently across clients.
For $399/year, get white-labeled guides and customizable engagement tools with fpPathfinder’s Deluxe Membership.
fpPathfinder is a reference tool for planning rules.
fpPathfinder’s sales and support team typically responds within one business day, Eastern Standard Time.
The page describes financial planning checklists and flowcharts for common planning situations raised by clients.
fpPathfinder’s flowcharts, checklists, and summary guides support planning conversations with clients and prospects.
fpPathfinder’s flowcharts, checklists, and summary guides support planning conversations with clients and prospects.
fpPathfinder says it researches website information for accuracy and currency, but the content is not tax, legal, accounting, financial, or professional advice.
Hamachi.ai announces an integration bringing fpPathfinder Planning Intelligence into its AI Command Center. Hamachi describes itself as a regulatory-first, AI-powered Wealth Intelligence Platform built for investment advisors and asset managers.
Apr 2026 · Business WireNews article
fpPathfinder and Moneytree Software announce a Knowledge Integration partnership that brings their tools together. The announcement says the integration is intended to enhance the user experience, but the provided text ends before specifying how.
Nov 2025 · fppathfinder-blog.helpscoutdocs.comNews article
Michael Kitces identifies taxes, cash flow, insurance, and estate plans as key issues to address when building a year-end tax planning checklist.
Aug 2022 · thinkadvisor.comNews article
fpPathfinder announces a new live webinar event from Michael Kitces. The advisor-led fintech company creates checklists and flowcharts to help advisors have more diligent client conversations.
Jul 2022 · PR NewswireNews article