fpPathfinder | Registration | Account Settings

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

Personalizations

Unlock your white label settings and personalize your resources with a Deluxe or Premier Membership. Try out the white label settings below and check out this article on how you can use the white labeled flowchart today!

Settings saved successfully.

Brand the resources here! Check out the Tips and Tricks video for setting up your White Label and Back Page or check out the articles available under the White Label Set Up support page.

Resource Page

Logo

The logo must be in a PNG or JPEG file format. Max size is 245kb.

Replace

Business Display Name

This will display in the footer section of the checklist or flowchart page

Color Scheme

This will affect the overall look and feel of the resources you download. Select a built in setting, or set your own custom color scheme to match your branding.

1. Primary Color

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2. Secondary Color

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3. Accent Color

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4. Location Icon / Text Color

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Back Page

Page Title

This will display at the very top of the second page

Content Title

This will display as the title just below the Page Title

Content Body

Add information about you, your firm and/or a disclosure. If using copy and paste, paste as plain text into this section. Max image size 245kb.

Job Title

This will be displayed at the bottom of the second page

Street Address

This will be displayed at the bottom of the second page

Email Address

This will be displayed at the bottom of the second page

Phone

This will be displayed at the bottom of the second page

Website

This will be displayed at the bottom of the second page

“I love the flowcharts and have found them very helpful in guiding clients on complicated planning issues. The charts are easy to follow and help navigate through difficult decisions based on clients' unique circumstances.”

— Jason, an advisor in Illinois

“Overall, I have really enjoyed the service as it makes teaching and educating people much simpler. ”

— Michael, an advisor in California

“Love the Redtail integration - it’s been instrumental in my prep for my client reviews. I’m finding my self being over-prepared because of the robust lists which is great.”

— Don, and advisor in California

“I think fpPathfinder is the best tool I’ve ever seen in the financial planning realm. I spend an unbelievable amount of time researching some of these issues that have been boiled down to one page: consulting with other experts, citing specific sources as a backup, reviewing my work, and coming to a final conclusion.”

— Jeff S, an advisor in Missouri

“It’s brilliant to boil complex planning strategies into a one-page flowchart. It totally beats having to read 4 -5 articles to understand each nuance and exception, especially on the tax issues.”

— Meghan, an advisor in Georgia

“One client just said 'Wow, thank you for this. I would have screwed up my retirement if not for this.'”

— David, an advisor in NY

“You just continue to put out great content on fpPathfinder. The 'What Issues Should I Consider Before The End Of The Year' checklist is fantastic.”

— Chris, an advisor in Illinois

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