Business introduction
Helping advisors be more diligent in their planning processes
Learn how our flowcharts and checklists help you navigate complex financial planning questions
The Values That Make Our Team Click
fpPathfinder was founded in 2018 to bridge the gap between complexity and clarity. Our team is dedicated to helping advisors unravel the intricacies of financial planning concepts and translate them into actionable steps that you can implement with confidence.
At fpPathfinder, our team thrives on two fundamental values that define our culture and drive our success:
Foster Craftsmanship
Create something amazing, attend to details, solve problems with creativity and resourcefulness. We take pride in delivering exceptional results that exceed expectations, constantly pushing the boundaries of what is possible.
Be Curious
Ask questions rigorously, continually learn and improve, be alert to what’s coming. We stay ahead of the curve, anticipating trends and developments, and remain vigilant to what the future holds, enabling us to adapt and innovate in an ever-evolving landscape.
fpPathfinder Solutions
fpPathfinder
We create simple, elegant, and effective checklists and flowcharts to help financial advisors be more diligent in their planning processes. Our checklists make your planning process easier, more consistent, and less stressful. You can also use our resources to proactively plan with clients, distinguish yourself as an advisor, and reduce......
business needs
- Business Process Management & Outsourcing
- Client Engagement & Management
- Financial & Retirement Planning
