fpPathfinder

Deluxe and Premier membership offers advisors the powerful opportunity to white label the checklists and flowcharts in the fpPathfinder library. Now, members can take their branding one step further with a fully customizable back page with Advanced White Label Settings.  Back Page Flexibility The back page of checklists and flowcharts is ideal for advisors to

We are thrilled to announce a new package at fpPathfinder.  This has been developed in direct response to the overwhelming feedback and input from our members!  With this new package, you receive everything from Essentials, plus the following: Ability to add your logo to the upper righthand corner. This would replace the fpPathfinder logo. Customize flowchart

Now that our checklists are interactive, we explore the next step in fpPathfinder’s interactive resources evolution: Flowcharts. Flowcharts have proven themselves to be a valuable tool for fpPathfinder members. When you’re answering a client question using a flowchart to navigate the various decision points, it is a simple and straightforward way for you — the

“Which guides are most popular among members?” Our team frequently hears this question. With nearly 100 different checklists, flowcharts, and reference guides, there are a lot of choices. To give you quick access to often-used guides, we offer the Popular Checklists & Flowcharts list. The top 10 downloaded checklists, flowcharts, and summary guides are below.

Recently, Michael Lecours was invited onto the Advisor Success Series Podcast hosted by Matt Shute of 3D Asset Management. Michael and Matt dug into several issues including: The frustration that led to Michael creating fpPathfinder The types of advisors that Michael expected to become members versus the types of members that actually became members How

Part 3 of 7 from the Series: Use The Checklists and Flowcharts To Enhance Your Planning Process. Offer to review a client’s tax return by sending this email. By referencing the “As Someone Who Is Working, What Issues Should I Consider When Reviewing My Tax Return?” checklist and the “As A Retiree, What Issues Should

Part 5 of 7 from the Series: Use The Checklists and Flowcharts To Enhance Your Planning Process. Updating an estate plan may not be one of the highest priorities for your clients, but you can help them to keep it in mind by sending an email along with the “What Issues Should I Consider Before

Part 7 of 7 from the Series: Use The Checklists and Flowcharts To Enhance Your Planning Process. A very important area to review are all the issues that are typically addressed at the end of the year. The email outlines the need for end of year planning at a high level, while the “What Issues

Since fpPathfinder’s launch in 2018, advisors have shared tons of positive feedback about using our checklists and flowcharts to be more diligent in their financial planning process. However, after 1600+ advisors were using the membership, we had an important request come up: Advisors love using the checklists but wanted to complete them online and document

Recently we hosted Michael Kitces to deliver the webinar presentation, “Scaling Advice: From Financial Advisor to Financial Advicer.” ThinkAdvisor Reporter Jeff Berman covered the webinar in his article, “Kitces: 10 Questions To Ask When Building A Year-End Tax Planning Checklist.”…

The key takeaways from the Michael Kitces Webinar webinar on scaling advice as reported by ThinkAdvisor, including the importance of checklists.

We are hiring! Director Of Marketing – Posted Aug. 27, 2026 Lead the development of fpPathfinder’s marketing function and help take the business to the next level. About fpPathfinder LLC 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

Premier Membership A Premier Membership Is Right For You! Does This Sound Like You? You’re focused on delivering personalized advice — but you need it to be efficient, scalable, and consistent across every client. Maybe you were caught off guard by a major planning issue in a client meeting, and that moment pushed you to

For $399/year, get white-labeled guides and customizable engagement tools with fpPathfinder’s Deluxe Membership.

Stay on top of the latest planning rules and never miss an opportunity with fpPathfinder as your go-to reference tool.

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Financial Planning Checklists and Flowcharts to help you quickly and easily solve the most common planning situations asked by your clients. View a sample flowchart.

fpPathfinder's flowcharts, checklists, and summary guides help you confidently navigate planning conversations and show clients and prospects your value.

fpPathfinder's flowcharts, checklists, and summary guides help you confidently navigate planning conversations and show clients and prospects your value.

Disclaimer We at fpPathfinder take great care to thoroughly research the information provided on this site to ensure that it is accurate and current. Nonetheless, the content on this website is not intended to provide tax, legal, accounting, financial, or professional advice, and readers are advised to seek out qualified professionals that provide advice on

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

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

Michael Kitces announces a live webinar event for financial advisors. The event focuses on what makes the financial planning process more efficient and scalable.

Jul 2022 · prunderground.comNews article