Many baby boomer married women defer the family finances to their spouses. But what happens when something unexpected happens and she is charged with keeping things moving forward? Certified Financial Planner Professional™ Today Steve Juetten shares some essential tips to help women in this situation manage their personal finance situations, even if they find themselves going it alone.
Certified Financial Planner Professional™ Steve Juetten's wife Nancy asked an important question over the holiday season:
What if a person was hit by a truck tomorrow? What would they need to do to keep their household, finances, and assets moving forward, no matter what?
Juetten responded by organizing their financial lives built over 30 years of marriage in a few sheets of paper and a password protected thumb drive that is now safely stored in the couple's safe deposit box.
Today, he makes a portion of his system of personal finance organization available to Baby Boomer married women and those who love them as a free gift so families across the nation can do the same thing.
Juetten's clients often ask him to look after the financial welfare of their surviving spouses, should something happen to them. That is what fueled his creativity to come up with a solution that could be of service to families everywhere.
The Life Goes On Roadmap is a simple checklist that can be downloaded for free at www.lifegoesonroadmap.com to start the process of getting one's personal finance information in order.
Juetten encourages users to follow the R.O.A.D.M.A.P. to achieve power and control, no matter what life dishes up next.
R Resolve to get personal finances in order today. O Organize important documents and resources. A Act. Doing nothing rarely makes an impact. D Ditch gloom and doom, declare a deadline, and get this done. Denial won't get it done, and the devil is in the details. M Manage change as it happens because it always does. A Allow access to the right people who need to know where the important details are stored. P People first. Money matters are personal. Ditch procrastination to ensure that people and priorities get the proper attention.
He says that organization offers peace of mind, while saving precious time and resources. Those are powerful benefits worthy of timely attention right now.
About Steve Juetten - Certified Financial Planner Professional™:
CFP® Steve Juetten is the Principal of Juetten Personal Financial Planning, LLC – a fee-only financial planning company that guides busy professional people to make the most of their money so they have more time to do what they love. One division serves baby boomers. Another division serves early career professionals who want to get a jumpstart on using their money wisely to achieve their goals in life. He invites families everywhere to download the Life Goes On Roadmap to start the process of organizing personal finances today at www.LifeGoesOnRoadmap.com