fpPathfinder | PFP Section Benefit

Access fpPathfinder through your PFP Section membership to streamline client conversations with 140+ guides, flowcharts, and branded handouts—plus a marketing toolkit


fpPathfinder helps advisers simplify even the most complex financial planning concepts and turn them into clear, actionable steps. With expertly designed, branded handouts, you can communicate with confidence and deliver guidance your clients truly understand.

Streamline your client conversations, uncover new planning opportunities, and provide consistent, high-quality advice using an expansive library of guides, 140+ flowcharts and checklists, and powerful client engagement tools — including access to a comprehensive marketing toolkit.

Choose the membership type that fits your needs:

  • Complimentary Essentials membership (a $199 annual value), or

  • A $200 credit toward a Deluxe or Premier membership

Your PFP Section membership unlocks access to fpPathfinder as a member benefit. Not a member? Join here now!


fpPathfinder helps advisers simplify even the most complex financial planning concepts and turn them into clear, actionable steps. With expertly designed, branded handouts, you can communicate with confidence and deliver guidance your clients truly understand.

Streamline your client conversations, uncover new planning opportunities, and provide consistent, high-quality advice using an expansive library of guides, 140+ flowcharts and checklists, and powerful client engagement tools — including access to a comprehensive marketing toolkit.

Choose the membership type that fits your needs:

  • Complimentary Essentials membership (a $199 annual value), or

  • A $200 credit toward a Deluxe or Premier membership

Your PFP Section membership unlocks access to fpPathfinder as a member benefit. Not a member? Join here now!

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