InfoOctober 5, 2018 · Financial
10 Certified Financial Planner Professionals Sign On as Life Goes on Roadmap Licensees
Ten CERTIFIED FINANCIAL PLANNER™ Professional financial advisors have signed on as Life Goes on Roadmap™ licensees. Life Goes on Roadmap is a system for personal financial information organization that empowers families to gain power, access and control over crucial documents, accounts, and household operations before disability, disease, or death stop them. Endorsed by Garrett Planning Network Founder Sheryl Garrett, the doors are welcome for new licensees to come on board to serve clients in this practical, yet profound way.Press Release VideoLoading the player...Details(prREACH)
Ten CERTIFIED FINANCIAL PLANNER™ Professional financial advisors have signed on as proud Life Goes on Roadmap™ licensees this month, opening the door for thousands of families to soon be served by this powerful, practical, and simple system for personal financial information organization that is useful for today's digital age.
Life Goes on Roadmap is a step by step, secure way to save and store personal financial information that gives users power, access, and control when life serves up an unexpected situation such as disease, disability or death.
Unlike old fashioned paper systems, Life Goes on Roadmap is suitable for today's digital age. It offers a safe and secure way to enter, save, update, and share the information with the right people who have a need to know, along with a guidebook to serve as their GPS to success.
Another factor that sets Life Goes on Roadmap apart is that it approaches the important task of getting organized as a game to win instead of something to put off.
Now there is a secure system that makes it easy to enter, save, update, and share the information with the right people who have a need to know. This can save families hours of drama, trauma and chaos when life serves up an unexpected event such as disability, disease, or death.
Life Goes on Roadmap is endorsed by Garrett Planning Network Founder Sheryl Garrett. She says, “Financial planners and advisors are licensing these resources and personalizing them for their clients’ use. What a wonderful, out of the ordinary, but extremely practical and affordable gift. I think it’ll be a holiday gift for my extended family this year. Wonderful resource!"
All of the licensees have earned the prestigious CERTIFIED FINANCIAL PLANNER™ Professional designation. The newest licensees include:
Skip Fleming - Colorado
Leisa Brown Aiken - Chicago
Jean Keener - Texas
Sheri Conklin - California
Clare Fazackerley - Ohio
Albert Teplin - Maryland
Pat Green - Florida
Kristin Rogers - Minnesota
Tresa Leftenant - Washington
Jack DiNardo - Canada
Created by CERTIFIED FINANCIAL PLANNER™ Professional Steve Juetten and his wife Nancy Juetten, Life Goes on Roadmap is a proven, practical, engaging system for personal financial information organization that financial advisors can brand as their own to serve their clients more deeply, fill a gap that may exist within their own service offerings, set themselves apart as Life Goes on Roadmap™ preferred providers, attract referrals, and also make more money through inspired service.
The need to create this product came to light in late 2017 when Nancy asked her husband Steve to get her up to speed about all their passwords, account information, and other crucial documents and information so she would be empowered to drive life forward if something should happen to him.
When they completed that assignment on a rainy day in Bellevue, WA, they realized that families everywhere could benefit from the same system. They decided to first reach out to financial advisors in efforts to potentially serve the greatest number of families in the least amount of time.
Nancy explains, "Financial advisors guide their clients to save for retirement, manage their investments, mitigate their risks, and support them in making wise choices for the future. However, many stop short when it comes to making sure their clients have power, access, and control over their most crucial financial information and documents for those moments when life takes a turn. Life Goes on Roadmap™ bridges that gap to serve clients more completely. We've also gamified the process so this can be an epic journey of discovery instead of an administrative task that gets put off for way too long and often to their detriment."
Many a financial advisor has been challenged when clients share that their partner is ill and has a short runway to prepare for what's coming next.
Friends and family members whose lives are touched by the urgent situations like these may be triggered to get their own acts together before life happens to them.
The Life Goes on Roadmap™ system for personal financial information organization meets this need in an engaging way that ignites powerful conversations as couples course correct to make sure all the parties are on equal footing when it comes to having power, access, and control over their most important accounts.
More details about how to use Life Goes on Roadmap™ in a financial planning practice are posted to www.bit.ly/deeperservice. Those interested in licensing can get in touch with Nancy Juetten at [email protected] to learn more.
About Life Goes on Roadmap™
Created by CFP Steve Juetten and his wife Nancy Juetten, Life Goes on Roadmap is a proven, practical, engaging system for personal financial information organization that financial advisors can brand as their own to serve their clients more deeply, fill a gap that may exist within their own service offerings, set themselves apart as Life Goes on Roadmap™ preferred providers, attract referrals, and also make more money through inspired service. Life Goes on Roadmap can also be purchased on an a la carte basis to serve as a gift for a loved one. Nancy Juetten says, “Life Goes on Roadmap™ is a great gift that shifts conversations from drama, trauma, and chaos to calm, ease, and peace of mind for those moments in life when the moments matter most of all.”LinksQuotesToday we are proud to announce that Life Goes on Roadmap™ now has ten proud licensees across America and also in Canada. Together, we're guiding families to get their personal financial lives organized before disability, disease, or death stop them.Contact
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