fpPathfinder

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

Member Orientation: A New Welcome Feature Every Member Should Bookmark


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.

take a tour button

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.

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 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
“I love these checklists and flowcharts! They are very useful and helpful in making sure I am covering all (or at least most) points regarding a specific topic.”
— Michael, an advisor in Pennsylvania
“This has been super helpful and I am getting rave reviews in using these flowcharts and checklists”
— Christoper, an advisor in Illinois
“With working from home most of 2020, we wanted to still catch some face time with our clients. We used the checklists and flowcharts to conduct webinars covering various topics. In fact, having the charts readily available, we were able to do many of these on a weekly basis, knowing the material was pretty much already established. We had such great feedback that we are continuing the webinars into 2021. We have many that actually look forward to our meeting times, and found being able to have the flowchart or checklist available to work on their own later was an added bonus.”
— An advisor in Texas
“Our firm had been looking for something like this for so many years. A standardized checklist or flowchart of important issues to consider, and a way to integrate the responses into our system. When we stumbled across your service, I couldn't have signed up any quicker. We now use the checklists to conduct monthly webinars about the all of the important topics”
— An advisor in Texas
“What you guys have created is pretty badass! I’ve used your material for both client meetings and prospective clients.”
— 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
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