Which fpPathfinder Membership Is Right for Me?

fpPathfinder offers three membership levels designed to support a wide range of financial advisors. Whether you're a solo practitioner building your firm or part of a multi-advisor team focused on scaling operations, this article helps you identify which membership is the best fit for your needs.

Essentials Membership

Ideal For: Advisors who want a reliable internal reference to stay current, prepare for meetings, and confidently guide clients through complex decisions. This tier is $99/yr/user.

What’s Included:

• Access to 130+ up-to-date checklists, flowcharts, and summary guides in PDF format.
• Timely updates when planning rules change or new guides are released.
• Content designed for internal use to help you stay sharp and ready for any client questions.

How advisors use it:

• Refresh your understanding of planning rules before client meetings.
• Ask thoughtful, probing questions using structured guidance.
• Reference key planning topics to ensure nothing gets overlooked.

Member tips:

• Bookmark guide pages for quick access to the most current versions.
• Stay familiar with the guide library to quickly reference the right topics and ensure you're using 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 take the next step in educating and engaging clients by sharing branded planning content that reinforces their value. Deluxe is a great fit for advisors who want to confidently communicate complex strategies, stay in front of clients and prospects throughout the year, and create meaningful touchpoints that go beyond investment management. This tier is $299/yr/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.
• The Client Engagement Builder to create personalized resources like a service calendar.
• Deliverable Reports to generate branded, client-ready content that serves as strong planning touchpoints throughout the year.

How advisors use it:

• Send white-labeled guides during life events or seasonal planning moments to answer questions and uncover opportunities.
• Share branded planning content publicly to educate clients and attract new prospects. For example, offer a guide in exchange for an email.
• Use the available tools to outline the client experience, reinforce the value of service provided, and deliver timely planning touchpoints throughout the year.

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 $499/yr/user.

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

• Interactive Checklists that can be customized, sent to clients, and returned with summarized responses.
• Branded client-facing PDFs generated from completed checklists.
• CRM integrations to automatically sync responses and support follow-up.
• Bulk Deliverable Reports to save time and create consistent planning touchpoints at scale.

How advisors use it:

• Send Interactive Checklists before meetings to surface planning issues and ensure conversations are focused and productive.
• Personalize checklists to reflect each client’s situation for a more engaging, tailored experience.
• Use CRM and fintech integrations to capture client data, and reinforce planning recommendations with real-time insights.

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
• 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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