CFP

  • Date: Jun 26, 2019
  • Category: Family

Co-Founders Announce Quantity Discounts for Life Goes on Roadmap

Life Goes on Roadmap is an affordable, empowering, and complete toolkit that helps families and homeowners get their households and crucial financial information organized so they  know who to call in an emergency, how to turn off the water, gas, and power at their new place, and how to access other crucial documents, investments, and accounts, especially when the rubber meets the road in life. Now, consumers or companies can benefit from volume discounts so they can share the system with their most valued clients and extended family. Continue reading →

  • Date: Jun 10, 2019
  • Category: Family

5 Personal Finance Blind Spots Get Families in Trouble When the Rubber Meets the Road in Life

Life Goes on Roadmap Co-Founders Nancy Juetten and Steve Juetten — a CERTIFIED FINANCIAL PLANNER Professional — share 5 personal finance blind spots that get families in trouble when the rubber meets the road in life via a content rich webinar that can be viewed anytime and anywhere. Continue reading →

  • Date: Jan 24, 2019
  • Category: Books

Trio of Bellevue Financial Planners Debuts Smart Money Moves Book to Inspire Professionals Early in Their Careers to Make the Most of Their Money and Their Lives

Three financial planners from Juetten Personal Financial Planning, LLC have released a new book for professionals early in their careers about getting on track and staying on track with their money, just in time for goal setting in the New Year.

Smart Money Moves: Get On Track and Stay on Track Early in Your Career with These Tips, Hacks, and Strategies, is now available for purchase at www.amazon.com. Continue reading →

NAPFA Members Save When They License Life Goes on Roadmap as a Tool to Guide Their Clients Ahead of Crisis

For the next two years, when members of the National Association for Personal Financial Advisors license and brand Life Goes on Roadmap™ as their own, they now qualify for a 10% savings on their lifetime licensing fee. Learn more at www.bit.ly/deeperservice. Continue reading →

Life Goes on Roadmap Co-Founders Announce Licensing Opportunity for Financial Advisers to Support Clients in Gaining Power, Access and Control Over Crucial Accounts

The co-founders of Life Goes on Roadmap™ today announce that their system for personal financial information organization is available for licensing by financial advisers who seek to support their clients in getting their financial information and documents organized to give power, access and control for those moments in life when the moments matter most of all. Early adopter pricing is valid through August 31, 2018, and more details are posted at www.bit.ly/deeperservice. Continue reading →