fpPathfinder

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

This page is here as a placeholder for the checklist feature. It will be removed once the feature is complete.
FPP Accounts for each CRM
XLR8 - stacia+XLR8@fppathfinder.com
Salesforce - stacia+salesforce@fppathfinder.com
Wealthbox - stacia+wb@fppathfinder.com
Redtail - stacia+rt@fppathfinder.com

To test, log in and visit: This Link
If results are empty, maybe steal access tokens from production and put them in the test database.

Deployed Checklists

Create New Checklist From Scratch
Title Created At Respondents Deployed Link
As Someone Who Is Working, What Issues Should I Consider When Reviewing My 2025 Tax Return? (2026) 2026-03-09 18:11:19 View Public - Respond
Responses
stacia@fppathfinder.com
As Someone Who Is Working, What Issues Should I Consider When Reviewing My 2025 Tax Return? (2026) 2026-03-09 20:43:37 View Public - Respond
Responses
heather@fppathfinder.com


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What Customers Are Saying About Us

Hundreds of other advisors are actively using fpPathfinder. Read what those lovely people have to say about us.
“fpPathfinder is the only planning tool that tries to address all of the obstacles facing our clients”
— Cathy Curtis, Curtis Financial Planning
“Our team has really liked the charts and were particularly pleased with the traditional IRA vs. 401k for a business and the QBI chart.”
— Scott, 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
“The flowcharts give me a lot of confidence. Candidly, I sometimes worry that I might miss something when planning for my clients. The flowcharts give me confidence that I won't.”
— An advisor in Virginia
“I just utilized one of the Roth flowcharts live on the phone with a client. It worked perfectly!”
— Rick, a financial advisor
“Checklists don't make the planner smarter or more skilled, but do help to ensure that the planner maximizes the knowledge and skill he/she already has.”
— Michael Kitces, Publisher and Editor-In-Chief at Kitces.com
“I had my own internal set of workflows, but by piggybacking fpPathfinder, I've saved who knows how many hours. It's a great product and I'll be a subscriber for years.”
— An advisor in Texas
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