Maximize Client Engagement with the Right fpPathfinder Tier

At XYPN, we know your time is valuable—and explaining complex planning topics to clients can take a lot of it. That’s where fpPathfinder comes in. This tool helps you simplify client conversations with clear, visual guides and checklists, so you can spend less time explaining and more time planning.

fpPathfinder offers three membership tiers to fit your needs. As an XYPN member, you get the Essentials tier for free, plus exclusive discounts on upgraded tiers.

Essentials Tier

The Essentials tier is perfect for getting started with fpPathfinder and building a library of resources you can use with clients.

Features:

• Access to the full library of fpPathfinder guides
• 1–2 new guides added every month

Deluxe Tier

The Deluxe tier helps you customize and enhance your guides to reflect your brand, while boosting client engagement.

Features:

• All Essentials features
• White-label customization (add your logo and brand colors)
• Client engagement tools to easily share guides and topics with clients

Premier Tier

The Premier tier is ideal if you’re ready to integrate fpPathfinder into your planning workflows and offer clients a more personalized experience.

Features:

• All Deluxe features
• CRM integrations for seamless planning workflows
• Interactive Checklists to send personalized, scenario-based planning checklists to clients

Sign Up or Upgrade

To get started with fpPathfinder or upgrade your current tier, visit the fpPathfinder Knowledge Base article in your XYPN Member Portal for detailed instructions and links.

If you have any questions about signing up or upgrading your fpPathfinder membership, reach out to the Membership Team at membership@xyplanningnetwork.com—we’re happy to help!