Tag Archives: CFP
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.
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.
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.