Tag Archives: Life Goes on Roadmap
While real estate professionals sift through their options to thank their buyers for doing business with them and fight overwhelm and confusion, the founders of Life Goes on Roadmap™ offer a refreshing new solution with lasting benefits.
Unlike bottles of wine, gift baskets, and other consumable gifts, Life Goes on Roadmap is a tool homeowners are likely to keep for a lifetime. This system helps them organize their most crucial financial documents, personal contacts, household operations, and other household matters in one place before life serves up a bump in the road. Learn more at www.bit.ly/gratitude-RE .
Keller Williams Luxury Real Estate Specialist Mary Lee of Mary Lee Real Estate has signed on as the newest Life Goes on Roadmap™ licensee and the first agent within Keller Williams to say YES to this refreshing new way to say ‘thank you’ at every closing.
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.
CERTIFIED FINANCIAL PLANNER™ Professional Steve Juetten and Nancy Juetten offer powerful insights about personal finance organization during a free and content rich June 6, 2018 webinar to guide couples to gain power, access, and control for when life serves up a bump in the road such as divorce, disability or death.