Membership Pricing Update (October 2025)
At fpPathfinder, our mission is to help financial advisors stay on top of ever-changing rules, ensuring you're always up-to-date and confident in your planning. We provide checklists, flowcharts, and summary guides to enhance client engagement, uncover new planning opportunities, and add value to every client interaction. To continue delivering on these goals, we’re changing our membership pricing.
This new pricing will take effect at your next renewal on or after November 3.
Below, we've outlined what this adjustment means for you and answered some frequently asked questions.
Why We’re Updating Pricing
Maintaining Our Guides
We don’t just create guides, we work hard to keep them accurate and comprehensive. Led by Guide Creator Chris Granger, CFP®, our team regularly conducts audits across the entire library to ensure each guide reflects the latest laws, regulations, and planning best practices. These efforts help you feel confident that the information you’re using is current and built for effective planning conversations. You can learn more about guide audit process here.
Expanding Our Guide Library
We’re continually adding new guides to help you confidently provide expert advice. At fpPathfinder, we focus on creating resources that are not only comprehensive, but also meticulously researched and easy to understand. Each month, our guide creation team invests significant time reviewing new laws, emerging planning strategies, and real client scenarios to develop guides that are both accurate and actionable. Our goal is to provide you with the most reliable resources, so you can confidently guide your clients and uncover opportunities with clarity and precision.
Enhancing and Maintaining Tools and Integrations
We’re committed to continually improving our tools, including Interactive Checklists and CRM integrations, to help you streamline workflows, increase efficiency, and deliver more value in every client interaction. Behind the scenes, we strive to keep these tools aligned with the latest updates to our guide library. Each time a guide is updated, we ensure those changes are reflected across the tools you rely on. That way, you always have access to the most current, relevant content exactly where you need it.
Delivering Exceptional Service
We take pride in offering personalized support to help you make the most of your membership. Our dedicated team is always here to ensure you can easily access the guides and tools you need – whether you’re engaging with clients or need to quickly brush up on the rules.
What This Means for You
Your membership will continue to include:
- Access to our library of 140+ checklists, flowcharts, and summary guides, plus new guides each month
- White-labeling capabilities, available to Deluxe and Premier members.
- Advanced tools like CRM integrations, Interactive Checklists, and the Client Engagement Builder to simplify planning processes, available to members (depending on membership level).
- Ongoing updates to ensure you’re always working with the latest information and features.
Frequently Asked Questions
When will the new pricing take effect?
This new pricing will take effect at your next renewal on or after November 3. You’ll receive a reminder email one week before your renewal date. You can view your membership details by clicking “Account Management” under the Profile Icon from the upper right drop down menu, then selecting “Membership”.
How can I maximize my fpPathfinder membership?
Our team is here to help you get the most out of your membership. Feel free to explore our Support Hub or contact us at support@fppathfinder.com with specific questions or needs.
Who can I contact with questions?
If you have any questions or concerns about this update, please reach out to us at support@fppathfinder.com. We’re happy to assist.
Do you offer any discounts or promotions?
We don’t offer one-off discounts so we can keep pricing fair and consistent for all members. That said, if you’re considering upgrading, you can still lock in the current pricing before the adjustment takes effect. Group memberships and partnerships also include discounts where applicable.
Thank You For Your Partnership
We’re deeply grateful for the trust you place in fpPathfinder. This pricing update ensures we can continue delivering the comprehensive guides and support that help you grow your practice, streamline your workflows, and deliver exceptional value to your clients.
Thank you for being part of the fpPathfinder community!