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.

Upload

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

Integrations

Use our interactive resources with your clients and easily document the result in your CRM. Check out our Interactive Checklist feature and upgrade to Premier to unlock your integration option.

Wealthbox CRM

Redtail

Salesforce

XLR8

“My clients and COIs love these. I’ve shown the medicare IRMAA flowchart to a Medicare consultant I work with and she loved it”

— Steve, an advisor in Ohio

“I really love the flowcharts and they are helping me explain difficult decision points/rules to my client base. In fact, I plan to upgrade so I can use some of the material on my website with my own branding.”

— An advisor in Texas

“I just utilized one of the Roth flowcharts live on the phone with a client. It worked perfectly!”

— Rick, a financial advisor

“I think it’s the bees knees! I think it provides me and my clients the most value of any of the services we use at my firm. Everything is well-designed and the amount of material you guys pack into a page without it being overwhelming is AMAZING”

— An advisor in Kentucky

“I just met with a client who had a question regarding her eligibility for Social Security benefits. We went through the flowcharts answering each question and following the lines. She looked at me and said 'This is great, it was so much easier to use this than trying to go through all the literature that Social Security offers. Thank you so much.'”

— Ben G, an advisor in Wisconsin

“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

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