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Congratulations on taking the first step in having more diligent client conversations. We recommend that you complete this onboarding tutorial before you jump into the Member Section.

If you have any questions, please feel free to email us at support@fppathfinder.com.

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Member Orientation: A New Welcome Feature Every Member Should Bookmark

May 13, 2021
Getting Started, Feature Annoucements

For new members, there is a lot to absorb. Whether you’re navigating checklists and flowcharts or filtering through articles on the fpPathfinder blog, knowing where to start can feel like a challenge. Now, your path to making the most of your membership is much more clear.

Jumpstart your experience (or check in for a handy review if you’re an experienced member), by visiting the Member Orientation page. You can answer a few key questions to access exactly what you need to get the ball rolling. The most commonly asked new member questions with dropdown responses include:

  •  Which of these describes a current client situation?
  •  How do you want to get started with these resources?
  •  Which of these most popular resources would you like to view?
  •  How do you intend to use these resources?

Brand new members can click on the Take-A-Tour button on the Welcome page to reach this interactive destination.

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We recommend that all members bookmark the Member Orientation page in your browsers for easy reference at any time.

If you have questions or constructive feedback, let us know. Email our team at support@fppathfinder.com.

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Become a Member

See how our flowcharts and checklists help you navigate complex financial planning questions.
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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.
“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
“I love your resources, you guys & gals have helped us take our practice to the next level!”
— Trevor, an advisor in California
“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
“fpPathfinder is one of a few tools that I use most often in my practice. It has improved my process and the client outcomes.”
— An advisor is Texas
“This is probably the best money I have ever spent. I love fpPathfinder!”
— Phillip, an advisor in North Carolina
“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
“fpPathfinder is a great tool! It mirrors much of what I've developed on my own for tax planning, life events, etc. However, it's been great to double-check my own work in those areas and also to motivate me to deepen my knowledge on other topics”
— Jonathan, an advisor in Colorado
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