Which fpPathfinder Membership Is Right for Me?

fpPathfinder offers three membership levels designed to support how you prepare for client conversations, engage clients, and build a more consistent planning process. This article compares what’s included with each membership to help you choose the level that best aligns with your goals and how you work with clients.

Essentials Membership

Ideal For: Advisors who want to prepare for client conversations faster, stay current on planning topics, and reduce the risk of overlooking important planning opportunities. This tier is $199/year/user.

What’s Included:

• Access to 150+ Conversation Guides covering tax planning, retirement, estate planning, insurance, client meetings, and more. Choose from checklists, flowcharts, quick-reference summary guides, and Client To-Do Lists.
• Ongoing updates and new releases so you can prepare for conversations using current planning information without maintaining the content yourself.
• fpPathfinder-branded content for internal use, helping you quickly refresh your knowledge, identify questions to ask, and uncover potential planning opportunities.

How advisors use it:

• Prepare for client meetings by using quick-reference guides to refresh your understanding of a planning topic.
• Use checklists to identify issues that may otherwise be overlooked and uncover potential planning opportunities.
• Follow flowcharts during client conversations to help identify the next question to ask.
• Turn planning opportunities into clearer next steps with Client To-Do Lists.

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 lead better client conversations, create proactive planning touchpoints, and make their planning-first approach more visible with branded, client-ready content. 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:

• Use branded, client-ready guides during and after conversations to make your planning work more tangible, educate clients, and reinforce the value of the planning relationship.
• Extend your planning-first brand beyond meetings by sharing branded guides through email, newsletters, your website, and social media.
• 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 Starter library for ideas on how to introduce guides to clients and prospects.
• Deliverable Reports: Create branded, client-ready reports that make your ongoing planning work visible between meetings.
• Client Engagement Builder: Build a repeatable Client Service Calendar with intentional planning touchpoints throughout the year.
  • 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 gather better client context, streamline planning workflows, and create a more consistent, personalized planning experience across client conversations. This tier is $599/year/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:

• Send Interactive Checklists before meetings to gather relevant client context and surface potential planning issues before the conversation begins.
• Customize Interactive Checklists to focus on the questions that matter most for a client's situation.
• Use completed checklist responses to prepare for more focused conversations and identify potential next steps.
• Connect checklist responses to supported CRMs so planning opportunities and follow-up stay connected to the client record.
• Build AutoLink into recurring workflows so clients always access the current version of a guide without requiring you to replace files or update 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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Become A Member Here!