Which fpPathfinder Membership Is Right for Me?

fpPathfinder offers three membership levels designed to support different financial planning needs. This article will help you compare what’s included and determine which membership is the best fit for you.

Essentials Membership

Ideal For: Advisors who want a reliable internal resource to stay current and uncover planning opportunities. This tier is $199/year/user.

What’s Included:

• Access to 150+ up-to-date summary guides, flowcharts, checklists, and Client To-Do Lists in PDF format.
• Timely updates when planning rules change or new guides are released.
• fpPathfinder-branded content intended for internal use rather than public sharing.

How advisors use it:

• Reference guides before client conversations to refresh your understanding of planning rules.
• Ask thoughtful, probing questions.
• Reference key topics so nothing gets overlooked.

Member tips:

• Bookmark guide pages for quick access to the most current versions.
• Stay familiar with the guide library so you can quickly find the right topic and use the latest guidance in your planning prep.
• Use guides to break down complex topics into manageable, actionable steps for clearer client conversations.

Deluxe Membership

Ideal For: Advisors who want to create more proactive client touchpoints and deliver a polished, branded client experience. This tier is $399/year/user.

What’s included (everything in Essentials, plus):

• White-labeling and public sharing rights: add your firm’s branding and share guides via email, newsletters, your website, or social media.
• Pre-written email templates to help you introduce guides to clients and prospects.
• Client Engagement Builder to organize intentional client touchpoints and create a repeatable Client Service Calendar.
• Deliverable Reports to generate branded, client-ready content that serves as strong planning touchpoints throughout the year.

How advisors use it:

• Share white-labeled guides to ask better questions, educate clients, and uncover planning opportunities.
• Share branded planning content publicly to educate clients and attract new prospects. For example, offer a guide in exchange for an email.
• Create consistent, timely planning touchpoints throughout the year with tools like the Client Engagement Builder and Deliverable Reports.

Member tips:

• ⭐ Favorite guides you use frequently so they’re easy to find when a client question comes up.
• Browse the email template library for ideas on how to introduce guides to clients and prospects.
• Use the Client Engagement Builder to create a consistent outreach plan or set expectations with new clients.
• Look to the Deliverable Reports for opportunities to create personalized touchpoints. For example, send the RMD report early in the year to set expectations or later to show progress.
• Check out the Client Engagement Builder support articles for inspiration on when to reach out and what to focus on throughout the year.

Premier Membership

Ideal For: Advisors who want to scale their planning process, deliver a more personalized client experience, and maintain consistency across meetings and communications. This tier is $599/yr/user.

What’s included (everything in Deluxe, plus):

• AutoLink Feature: A permanent guide link that automatically stays up to date when fpPathfinder updates the guide content. Use it across your marketing and workflows without having to update the link.
• Interactive Checklists that can be customized and sent to clients, with emailed summaries and branded client-facing PDFs. No CRM integration is required.
• CRM integrations: If you use one of our supported CRMs, checklist responses can also sync directly to the client record to support follow-up.
• Bulk Deliverable Reports to create personalized reports for multiple households at once.

How advisors use it:

• Personalize checklists to reflect each client’s situation and gather more relevant context before the conversation.
• Send Interactive Checklists before meetings to surface planning issues and ensure conversations are focused and productive.
• Use CRM integrations to keep planning opportunities and follow-up connected to the client record.
• Build AutoLink into your client workflows to keep shared guides current automatically, without replacing files or updating links.

Member tips:

• Create templates for frequently used Interactive Checklists to save time and maintain consistency across clients.
• Explore the summary view of completed checklists to quickly identify planning opportunities and prepare for more focused meetings.
• Use the Client Engagement Builder to create a personalized planning schedule for segments of clients, incorporating links to Interactive Checklists as part of the engagement strategy.
• Break longer checklists into smaller sections to share over time. For example, send one or two sections each quarter to keep questions manageable and turn a single checklist into multiple, focused touchpoints.

Choosing the Right Plan

Need Help Deciding?

We're here to help:

• Contact us via email with your questions
• Join a live demo

Have a Multi-Advisor Team?

If you have more than one client-facing advisor, Group Membership might be a better fit.

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