10 Certified Financial Planner Professionals Sign On as Life Goes on Roadmap™ Licensees

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Summary:

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.

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 nancy@lifegoesonroadmap.com 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.”

Contact

Nancy Juetten

4256415214

https://bit.ly/deeperservice

#CFP

#LifegoesonRoadmap

#Licensing

#SherylGarrett

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Are you loving your life to death? This interview provides a wake up call!

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This interview about Loving Your Life to Death with Yvonne Heath may provide a timely wake up call. We talk about how to JUST SHOW UP for ourselves and each other so we are empowered and resilient when it counts. Feel free to share it with others.

 

 

 

 

 

#YvonneHeath

#LifeGoesonRoadmap

#NancyJuetten

# LoveYourLifeToDeath

# IJustShowedUpMovement

 

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Making the Most of Your Guest Interviews to Raise Your Voice and Make Big Impact

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Let’s say you interview a guest by video?

>> WHAT DO YOU DO to make the most of that conversation in service to your tribe?

I gave that some thought this morning, and I thought I would share what I do and ALSO invite you to chime in your suggestions. There are experts here who have bright ideas in this regard, and the rising tide always lifts all the boats.

>> Please comment below and add your very valuable two cents!

Here are some of the steps I consider.

1) I want to make sure my tribe knows the interview is even happening so they can make plans to enjoy it right on time and live!

2) I’ll find a way to use my personal Facebook page to give friends a ‘heads up’ about the interview and share a link so they can save the date and join us. I may even create a Facebook EVENT and invite my friends to join in.

3) I’ll schedule my Facebook LIVE Broadcast using Be Live Dot TV to occur on the right Facebook page for a specific date and time. I typically do my guest interviews from my Facebook business page.

>> Visit www.BeLive.TV to sign up for an account. It’s super affordable and easy to use. There is a free trial you can take for a spin. Try it. You’ll like it.

4) I’ll ask my guest to provide her short bio, the topic we’ll be talking about, interview questions, and the call to action AHEAD OF TIME so I can get familiar with the flow of the content and do any homework if necessary. Knowing what we’ll be talking about ahead of time helps me communicate WHY my tribe would want to tune in and actually make it a priority.

5) I’ll use my ezine or a solo email to give my tribe a heads up to save the time and date and get them excited about tuning in.

6) I’ll set intentions to serve my tribe and my guest with the best mindset possible so value is delivered as we share great rapport during the interview.

7) After the interview, I circle back to reply to comments are questions so folks know that they’ve been heard. I re-purpose the content in as many ways as make sense. For example, I can share a ‘screen shot’ from the interview and the interview replay link in an email to my tribe. I can SHARE the interview in my Facebook Groups I lead if the content is relevant to the members. I can share the interview on Twitter, LinkedIn, and YouTube, using relevant hashtags to make it easy for folks to find the interview in the first place.

8) If I want lots of people to see the interview because it is JUST THAT GOOD, I may consider using Facebook Ads to bring more viewers to enjoy the content and benefit from the call to action.

Please, chime in your ideas and let’s see if we can all learn something new!

I’ll be interviewing Yvonne Heath from my Life Goes on Roadmap Facebook Business Page on September 26, 2018 at 9 a.m. Pacific.

She is the author of Love Your Live to Death and the creator of the ‘I Just Showed Up’ Movement.

https://www.loveyourlifetodeath.com/

She’s on a mission to empower compassionate communities and professionals to live life to the fullest, learn to grieve and support others, and to have “The Talk” about end of life … long before it arrives.

I’ve read her book twice and found myself moved to good tears. If this topic resonates with you, I know you’ll love her perspective, her suggestions, and her amazing spirit. I know I do!

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Two Chance Meetings with Breast Cancer Survivors are Proof Positive that from our Deepest Wounds Come Our Greatest Gifts to Share

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Jeffrey Van Dyk was once quoted to say, “From our of our deepest wounds in life come our greatest gifts to share.”

When I heard it first,  I knew that powerful truth was spoken.

Since then, I have seen this truth come alive many times through the powerful contributions I see others make in their lives and work.

Beverly Vote

For example, recently I talked with a woman named Beverly Vote who was diagnosed with breast cancer decades ago.  When she beat the disease, she went on to create a magazine for breast cancer survivors and an annual cruise for them, as well.

I met Beverly the first time a couple of years ago, just days after my own doctor told me that I would need a biopsy for an abnormal mammogram.

All I could think about at the time was what my life would be like if my diagnosis was cancer.

She and a group of inspiring women from her breast cancer survivor community had so many encouraging words for me that came at just the perfect moment.

I have never forgotten that late night in the bar in Carlsbad, California.

Suffice it to say, I returned from the event in San Diego to my home in Bellevue, WA to have that biopsy and worry and wait for my results.

Fortunately, no cancer was found, and I dodged a bullet that time.

Not everyone is so lucky.

Who among us has a sister, niece, mother, aunt, co-worker, neighbor, or friend whose life has NOT been touched by breast cancer?

The truth is that we are just one mammogram away from that scary news.

Beverly told me that when she was diagnosed, she felt a deep desire to get control over SOMETHING since her life at that time was overtaken with medical treatments related to her diagnosis.

She decided to get her affairs in order, and that felt very empowering to her.

Beverly Vote has created many gifts for those surviving breast cancer.

It all stemmed from her own personal experience with breast cancer.

No doubt, she has more still to give to make her best impact in the world.

I can’t wait to see what shape that takes.

Another woman I met years ago turned her breast cancer experience into a non profit organization called Northwest Hope and Healing Foundation.

Northwest Hope & Healing provides immediate financial assistance to women undergoing breast or gynecologic cancer treatment at Swedish Cancer Institute who are struggling to meet their basic needs.

Studies show that cancer can be financially devastating to women and their families. Financial grants pay for necessities such as food, utilities, and childcare so that women can focus on healing.

I met the founder in a memorable way.

Christine and I were both undressing in the locker room at the Bellevue Place Club.  It must have been 20 years ago now.

Her sons were playing “Cowboys and Indians” in the locker room, and her breast prosthetic was the toy they were playing tag with! I heard her calling their names trying to calm the chaos.

Recognizing that something was amiss, I came to her aid.

I caught one of the boys red handed with the breast prosthetic in hand.  Gently, I asked him to give it to me so I could return it to his mom.

Relieved and maybe a little bit embarrassed, Christine Smith and I started a conversation while in varying stages of undress.

She was in her 30’s.  Being diagnosed with breast cancer at such an early age came as a complete surprise.  So heartened was she by the kindness of friends and family who helped her manage childcare and other essentials during her treatment, she created a non profit organization that does that for those who are diagnosed today.

Our of her greatest wound came her greatest gift to share.

I was so inspired.

After that chance meeting, I started sending Northwest Hope and Healing Baskets to friends and family when their lives were touched by breast cancer. It just felt like a lovely thing to do to show that I cared about them.

When people are suffering, you can’t take the suffering away.  You can be present. You can be thoughtful.  You can find a way to demonstrate that you care. Life sometimes takes a turn.

As Yvonne Heath of Love Your Life  To Death often says, you can just show up.

That is a beautiful thing in those moments when words fail and care is what is most needed.

All is well one day and not so well the next.

That’s why I continue to advocate for getting ahead of life before life happens.

Yvonne has often said , “Grief is enough without having to crack codes and figure out how to live on your own.”

This free gift report is one to share with those who find themselves inspired to get their acts together and course correct for a smoother journey, regardless of their circumstances. It may start conversations around power and access over important documents and personal financial information that need to happen right now to bring some much needed control before life hits the fan.

It so smart to start now, before disease, disability or death get in the way.  And so empowering, too.

#LifeGoesonRoadmap #NWHopeandHealing #LoveYourLifetoDeath #BeverlyVote #ChristineSmith

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A gentle way to lend support to a family dealing with Alzheimer’s disease

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1 in 10 Americans over the age of 65 has Alzheimer’s disease.

Every 66 seconds, someone in the United States develops Alzheimer’s.

1 in 3 seniors dies with some form of dementia.

These are alarming statistics with serious consequences for family members and caregivers.

As mental capacity diminishes, the day to day management of daily life becomes a serious challenge.

Practical considerations such as how to gain access to investment and bank accounts, remembering passwords and security questions, and having access to important contacts for support take center stage.

If someone in your family or circle of close friends is diagnosed with early stage Alzheimer’s, it’s crucial to start conversations to capture this information before the disease stops access in its tracks.

What is a gentle way to start the conversation, while lending a hand at the same time?

One suggestion is to share a gift report that can ignite a conversation about getting personal finances organized before life gets more challenging than it is right now.

Visit www.lifegoesonroadmap.com to download a special report and checklist called The 5 Blind Spots that Stop Financial Empowerment and How to Course Correct for a Smoother Journey.

Sometimes, the practical steps we can take to gain control are hiding in plain sight. This report can ignite important conversations within families and inspire actions that can bring about clarity at a time when it is deeply needed.

Please share this out if it can help those you love.

 

#alzheimersdisease #dementia #lifegoesonroadmap #caregiving #retirement

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