THIS kind of organizing is a sock drawer of a completely different color!

Event Promotion, Information Product Success, Life Goes on Roadmap No Comments

Have you joined the millions of people who are binge-watching the new Netflix TV show starring Professional Organizer and New York Times Best-Selling Author Marie Kondo?

If you haven’t yet heard of her, she’s a powerful advocate for the life-changing magic of tidying up. Her lessons about de-cluttering and deciding what stays or goes to spark joy are showing up on late night TV, morning talk shows, and popular magazines that stack up in doctor’s offices and beauty salons everywhere.

Here is one piece of the tidying up trend that I haven’t yet heard her talk about.

What about the life-changing magic of getting your personal financial life in order?

> Can you quickly put your hands on your passport, citizenship papers, and social security card to leave the country at a moment’s notice?
>> Are you empowered to make a crucial medical decision for yourself or a loved one if or when the unthinkable happens?
>> Have you unknowingly fallen into “the beneficiary trap” so your heirs have to fight over who gets grandma’s dining room table and create hurt feelings at the worst possible time?

Neatly organized socks and t-shirts are one thing. THESE kinds of things are a sock drawer of a completely different color!

Crazy, random things happen by surprise to people we know and love more often than we care to confess.

Don’t you wonder or worry just a little bit that you could be next?

>> Could it be that you have been meaning to your financial ducks in a row, but you just haven’t gotten around to it yet?
>> Maybe you’d rather look the other way and hope for the best?
>> Perhaps the prospect of going it alone has you rushing for the TV remote to watch “Big Bang Theory” re-runs instead of spending a few smart hours getting your act together?

Here’s the good news.

If setting up your family to make the right moves on your behalf or theirs is important to you, what we have coming up just might be an answer to a prayer.

SAVE THE DATE

On March 9, we’re leading a virtual ‘get it done’ day to propel you to get your financial act together that can bring power, access and control when it really counts.

We’ve even transformed getting your financial life organized into a game to win instead of a chore to put off until later!

After investing a few hours of focused attention (and making a modest investment that will have you breathing a sigh of relief already), you’re going to clear the clutter of worry, free yourself of worse case scenarios and “what if’s”, and come out on the other side with huge peace of mind.

Best of all, you won’t be left standing in a big mess when the unexpected and unthinkable happens because you’ll have access to what you need when you need it most.

That trumps organizing your sock drawer every day of the week.

This is a way to get on the tidying up bandwagon that is truly life changing.

Join us on March 9 from wherever you live work or play and be guided to get ready for whatever life serves up without having to scramble to find the keys to unlock your life.

You won’t regret it.

We can’t wait to show you the way as you become an “I’m Ready for Anything Road Tripper” for the rest of your life.

Get on board, keep your mindset and hand gestures positive for the road ahead, and let’s do this!

Warmly,

Nancy Juetten, Your Get It Done Guide
Steve Juetten, CFP®
Co-Founders, Life Goes on Roadmap™

P.S. Make Life Goes on Roadmap™ a family affair and invite your parents, grandparents, extended family and best friends forever to join you!  Power, access and control are within your reach. Grab hold and let’s go!

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#1 Amazon Best Seller Smart Money Moves Makes a Splash with Early Career Professionals and Their Parents

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Smart Money Moves — a new book written by three fee-only financial planners — reached Amazon #1 best seller status this week as young professionals and their parents rushed to purchase their copies. The book is packed with tips, hacks and strategies to make good money decisions for a lifetime.

The book was written for professionals early in their careers about getting on track and staying on track with their money.  Smart Money Moves: Get On Track and Stay on Track Early in Your Career with These Tips, Hacks, and Strategies is available for purchase at www.amazon.com.

“Money matters are top of mind at the start of a new year. Smart Money Moves is a perfect gift or resource for 20-and-30-something professionals to help them get off to a good start managing their money. It’s an easy read and a useful resource packed with hacks, tips and strategies to make the most of their money and their lives,” says Steve Juetten, CFP® , Founder and Principal of Juetten Personal Financial Planning, LLC.

When money questions come up around buying a car, starting a new job, or deciding to start a family or buy a house while figuring out how to pay off student debt, Smart Money Moves is the book to turn to, Juetten suggests.

Co-authors Kyle Wilke, CFP® and Chelsea Hodl, MBA, are early career professionals who confer with and advise 20 and 30-something career professionals about money matters. That is refreshing for clients who prefer to talk to peer experts as opposed to advisors who are decades older through the firm’s Financial Foundations Program.

About Juetten Personal Financial Planning, LLC
Juetten Personal Financial Planning, LLC is comprised of fee-only financial advisors who act as fiduciaries for their clients. This means advisors do not sell any products or receive commissions, and advisors always act in each client’s best interests. Clients engage in financial planning and investment management.

The Financial Foundations Program is a special division of the company that focuses on working with those early in their careers. The Financial Foundations Program was started by Juetten Personal Financial Planning LLC. as a way for early career professionals to affordably obtain high quality fee-only financial planning. Early career professionals face unique challenges such as high housing costs, student loans, and a dynamic workforce. Advisors focus on client goals and empowering clients to make smart money decisions.

Purchase Smart Money Moves as a print or digital item at Amazon.com.

https://www.takecareofyourmoney.com

“We were astounded to watch our book sales accelerate all the way to #1 on Amazon this week and know that every reader will benefit from the insights we share about navigating student debt, buying or leasing a car, planning for baby, and making the most of employee benefits — among other important topics.”

– Steve Juetten, CERTIFIED FINANCIAL PLANNER™ Professional and Principal of Juetten Personal Financial Planning, LLC.

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An amazing team is greater than the sum of its parts

Book Publishing, Good News, Measuring Results No Comments

Have you ever wanted to be part of something bigger than what you could achieve on your own?

This is something I’ve longed for.

It started in the 1970’s while watching The Mary Tyler Moore Show on TV.  The cast of that show was just so magical, and together they were greater than any one cast member could be.

Is it any wonder this finale show was among the most viewed? The ratings that night were off the charts. This is a cast that caught the viewing audience’s hearts and minds, and the cast was well rewarded for it.  Even today, the YouTube video has been viewed over 9 million times.

Having worked solo for most of my entrepreneurial career, I am not the first to say that it can be a lonely road sometimes.

Late last year, when my husband Steve Juetten and two of his team members put their pens together to write a new book, I got the bright idea that this book could potentially be an Amazon best seller.

I started dreaming about it, thinking about it, and learning the HOW TO details about how to bring that result alive.

Steve’s team is comprised of top notch fee-only, fiduciary financial advisors who are exceptional at guiding clients to make the most of their money and their lives.

Is marketing their favorite thing to do?

Absolutely not.

The dream of best-seller status would not be denied so I offered to lead the team in doing my very best to create this result with their help.

Based on lessons learned from Author to Income Expert Tamara Monosoff, I drafted a plan, involved the team in executing the plan, and cheered the team throughout the process as we did our very best on launch day.

Yesterday, together with the support of our amazing team and the fans, followers, ezine subscribers, champions, and advocates that we all touch in one way or another, we achieved our goal.

Together, we made it happen.  We are an amazing team that is greater than the sum of its parts.  Each and every one of us knows this, now more than ever.

That strengthens our resolve to continue to raise the bar to do great work as a team and in service to all the clients we touch through our work.

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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

Book Publishing, PR Beyond the Backyard, PR in Action No Comments

For Immediate Release

January 30, 2019

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.

“Money matters are top of mind at the start of a new year. Smart Money Moves is a perfect gift or resource for 20-and-30-something professionals to help them get off to a good start managing their money. It’s an easy read and a useful resource packed with hacks, tips and strategies to make the most of their money and their lives,” says Steve Juetten, CFP® , Founder and Principal of Juetten Personal Financial Planning, LLC.

When money questions come up around buying a car, starting a new job, or deciding to start a family or buy a house, while figuring out how to pay off student debt, Smart Money Moves is the book to turn to, Juetten suggests.

Co-authors Kyle Wilke, CFP® and Chelsea Hodl, MBA, are early career professionals who confer with and advise 20 and 30-something career professionals about money matters. That is refreshing for clients who prefer to talk to peer experts as opposed to advisors who are decades older.

Roseanney Liu, a nonfiction author and speaker from Los Angeles read the book and had this to say about it:

“Filled with eye-opening eureka moments was my experience reading Smart Money Moves. The financial advice shared with millennials and early career professionals is timely and on par with great wisdom that will help readers be on the right track to financial security and success. As someone with young children, I was pleasantly surprised by tips on the differences between pre-paid tuition plans and education savings plans and that bank accounts may be set to P.O.D. (read the book to find what it means) condition in order for beneficiaries to not pay estate taxes. It was interesting to realize the differences between credit freeze and a credit lock and they both can safeguard one’s financial identity. The advice about how to smartly research and choose debt consolidation companies is excellent for those seeking this avenue to pay down their debts. The explanation on how Bitcoin works and its risks are refreshing for me, as someone not well-versed on this digital wallet account works, and the advice is sound on why fee-only financial advisors and personal (not online) estate planning attorneys are best. Overall, Smart Money Moves is a wonderful, easy to understand financial advice book for millennials, and I look forward to implementing some things I have learned and sharing it with my children as it’s never too early to sow the seeds for one’s financial security.

About Juetten Personal Financial Planning, LLC

Juetten Personal Financial Planning, LLC is comprised of fee-only financial advisors who act as fiduciaries for their clients. This means advisors do not sell any products or receive commissions, and advisors always act in each client’s best interests. Clients engage for financial planning and investment management.

The Financial Foundations Program is a special division of the company that focuses on working with those early in their careers.  The Financial Foundations Program was started by Juetten Personal Financial Planning LLC. as a way for early career professionals to affordably obtain high quality fee-only financial planning. Early career professionals face unique challenges such as high housing costs, student loans and a dynamic workforce. Advisors focus on client goals and empowering clients to make smart money decisions. Purchase Smart Money Moves as a print or digital item at Amazon.com. 

 

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You Benefit from Special Rewards When You Buy Smart Money Moves on Wednesday, January 30, 2019!

Book Publishing, Life Goes on Roadmap, Measuring Results No Comments

When you buy the book on January 30, 2019, you can enter to win valuable prizes to help you get your financial act together!  We’ll draw 25 winners who’ll each receive Life Goes on Roadmap™.

This is an engaging and fun way to get your personal financial information organized so you have power, access and control — before life serves up a bump in the road.   This digital ‘experience product’ is a $97 value for 25 winners!

We’ll draw 1 winner to receive a Kindle Fire Tablet to read the Kindle version of Smart Money Moves! This gift is a $49.99 Value!

You’ll receive a bundle of 3 bonus goodies to make the most of your money and your life when you buy Smart Money Moves on January 30.  Everyone who supports our launch can receive these!

Bonus #1

Slay Your College Debt Special Report: Does My Student Debt Make My Butt Look Big and Other Personal Finance Questions and Answers for Young Professionals 

It’s a great resource — especially if slaying student debt is high on your priority list.

Bonus #2

Check the health of your finances quickly and start taking actions to improve, starting right now! Download yours at www.fwquiz.com

Bonus #3

Request your complimentary ‘get acquainted’ session with Kyle Wilke, CFP® to explore how to add fuel to your money success plans by adding a fee-only financial planner to your success team. You’ll learn something new and smile as you consider the value for your modest investment.

Make your request by emailing Kyle@finpath.com.

Here’s How to Enter to Win:

Email your receipt to chelsea@finpath.com with your name, email address, and Amazon order number to trigger the distribution of all three bonuses and enter to win our awesome launch day prizes!

Thank you for supporting the launch of Smart Money Moves and sharing the good news with all your friends.

Bright Idea — Buy the book in sets of 5 to have on hand for graduation, birthday, and holiday gifts!

We can’t thank you enough for cheering for our success.  The future is bright.  Wear shades.

 

 

 

 

 

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Dr. Susan O’Malley’s Road to the TedX Stage and What You Can Learn From It

Business Success, Courage, Get booked as a speaker 1 Comment

My good friend Dr. Susan O’Malley is the Queen of Tenacity and Goal Setting.  This has been a a pattern throughout her life.

She once applied to every medical school in the country to be rejected, only to begin the process anew the following year to earn her acceptance when she was 35 years old, pregnant, and without a husband.

She graduated nevertheless and became a top emergency room physician who saved thousands of lives.

Later she opened a medical spa to turn back the hands of time with needles and not knives.

She then decided she wanted to become a professional speaker and set her sights on taking the  TedX stage.

Tenacity and goal setting work well for this woman who believes in working for her results rather than manifesting without effort.   Her book — Tough Cookies Don’t Crumble: Turn Set-Backs into Success — is a great read to inspire doing the work and staying on track, despite the obstacles that get in the way.

Below are three blog posts penned by Dr. Susan O’Malley, sharing her experience as she prepared to take her place on that red dot on stage. This is important reading for anyone who dreams of taking that stage and making the most of it through proper preparation in service to the audience with excellence.

If you are a woman concerned about aging authentically, Dr. Susan’s TedX talk is ‘must watch TV’ that will stir you up, make you laugh, and shift the conversation about cosmetic procedures in  a refreshing way that will give every reader permission to feel great about whatever choices she makes.

Take it away Dr. Susan O’Malley!

Blog Post #1

The email arrived in my inbox on September 25, 2018 at 12:31pm. I saw it at 12:58pm. Like many of you, my inbox is overloaded and I do a lot of subject scanning before opening. But there it was – Your Official Invitation to Give a TEDx Wilmington Talk in November – in my inbox!!

A gasp came out of me and I just sat there, frozen. Is this real? Could it be? A two and a half year journey, nine applications, six different ideas I deemed worthy of spreading, advancing to the next level three times – is the dream really coming true?

Subject to approval by TED for TEDxWilmington to host the 2018 TEDxWilmingtonWomen Conference, the TEDxWilmington tribe is delighted to inform you…

I had the ALL CAPS THANK YOU email off to Ajit before I even opened the eight attachments. And then I re-read the email. Subject to approval – what does that mean? No! Impossible – I could not have gotten this far and still be in jeopardy of losing it!

Like it or not, it meant exactly what it said. I was totally qualified, my idea was worthy of spreading AND the rest was out of my control. The lesson in proceeding  As If  began. But I had been there before. TEDxWW, I can wait. I can proceed as if.

I’m the girl who was rejected from 42 medical schools the first year and twenty-one the second year. I’m the girl who found herself on the waiting list of the one and only school who showed any interest. I’m the girl whose life changed with a phone call three weeks before medical school started. I’m the girl who started medical school six months pregnant without a husband, medical insurance, furniture, child care or any semblance of a plan. I’m Dr. Susan O’Malley, yeah, I can wait. I can proceed as if.

As I write this blog, I have already met two of the application deadlines submitting three head shot, two bios, a working title, an outline and a 60 second promotional video. And I’m still not sure that I’ll be speaking on November 30th.

It’s like being on the waiting list again for medical school. I was qualified to get in but the rest is out of my control. As I reflect on the why of this situation, I am reminded that any great honor that was bestowed upon me in my life came when the time was right, not when I wanted the time to be right. And it will be the same for this. Isn’t the lesson always patience?

Blog Post #2

The countdown is on! Three weeks to go! I have accomplished so much and yet there is so much more to finish before I take my place on the red circle.

My idea worth spreading had been in my head for over a year. I crafted my idea with my coach, Geoffrey Berwind long before TEDxWW said yes. Boy, was I glad about that because there have been a few curve balls that could have derailed me during the last six weeks. The world may stand still the moment you get accepted, but life doesn’t stop!

Curve ball #1: The same week I got accepted for TEDxWW, I was also chosen to give a webinar for a Human Resources Summit. (Isn’t it always all or nothing!?) Taping the webinar, putting together the slide deck and synchronizing the slides to video took a lot of time and brainpower.

Curve ball #2: A pinched nerve in my back and my neck slowed me down on good days and brought me to a screeching halt on others. It also bought me three visits a week with a chiropractor. Just another thing to fit into the schedule! Funny thing about pain, it takes center stage whether you give it a spotlight or not.

Curve ball #3: Because the cliché is true – timing is everything, my coach left for a three week planned vacation days after my acceptance arrived. I felt a moment of panic, but realized very quickly that we had already laid the foundation and all I had to do was stand on it.

I’m at the point in the process where I’m talking to myself. I have repeated my talk in my head at least fifty times and there will be hundreds more to go before I share it. I say it in the shower, in the car, first thing waking up in the morning, last thought trying to go to sleep at night.

Over and over and over again; and every time I make a mistake, I start from the beginning. As you might imagine, I can now recite the beginning of my talk in my sleep!

In my first post, I compared waiting for TEDxWW to being on the waiting list for medical school. As I reflect on this process, there is yet another similarity. Without even realizing it, I had laid a strong foundation during college so that when a baby came in my first year of medical school, I was tired and overwhelmed, but I wasn’t lost.

So too with this process. Because I worked with Geoffrey for a year on this talk, my message was internalized which made the curve balls much less daunting.

And so the lesson? (Because there’s always a lesson) Whatever your path, lay a good foundation.

Blog Post #3

I have spoken on stages before. As a former emergency room doctor, author and owner and medical director of Madison Med Spa I have addressed many issues; leadership, adversity and women’s empowerment to name a few. All of those talks were different, but they all had three similarities – they were all at least thirty minutes long, they were based on a theme and they included stories.

This was different. There was no approaching a theme from different perspectives, no examples from my own experiences to support the message, no extraneous stories from which to draw parallels. Today was ten minutes and an idea.

This was an experience like no other. We all gathered at 8:30am the day before the event for rehearsal. Ajit sat on the stage giving us a little debrief and then spontaneously decided to have us come up one by one, sit next to him on the stage and introduce ourselves. Within two hours, we went from 27 people to a bonded group.

After an entire day of rehearsal and a speaker’s dinner that ended at 9pm, we went from a bonded group to lifelong friends. It sounds crazy, but it happened. The next day, we were all each other’s champion. And two days later, giving everyone just enough time to travel home, the social media connections were flying!

I worked harder on this ten minute talk than any hour presentation I have ever given. It was all in my head and in my heart. Now it had to come out of my mouth. There would be no second chance, no slides to prompt me, no opportunity to go back and clarify an issue that might not have landed as well as I had hoped.

As I was waiting in the wings being introduced, I offered up a silent prayer. I asked God to help me honor Him and to help me reach just one person. An incredible sense of calm came over me as I walked onto the red circle. And I delivered my talk flawlessly.

My talk was based on statistics from the American Society of Plastic Surgeons and my experience as a cosmetic doctor watching women contort themselves to hide their cosmetic treatments. I discussed the role that judgement plays in holding us back from aging authentically.

After my talk, many women came up to me to thank me for sharing my message, letting me know I gave them a lot to think about. But it was a fifteen year old girl who touched my heart. TEDxWilmington Women had given some scholarship tickets to a dozen Catholic high school girls. They were all in their uniform and took up an entire row.

A beautiful, fresh faced young child in her high school uniform broke from the pack to speak to me. “I wanted to let you know that I really enjoyed your talk. You’re a doctor and you said that we could age however we wanted and that was very empowering to me.”

That was very empowering to me. Fifteen years old. That could have only happened at TEDx Wilmington. I believe my prayer was answered.

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‘What if’ and what failure to act can cost you …

Life Goes on Roadmap No Comments

My friend Maureen Kures posted an interesting question on Facebook that resulted in a very compelling thread. She writes, “Do you ever think what would happen if you were to die without a will? Do you want your assets distributed as you wish? Or would you rather have the state decide how your assets are allocated? I want to decide how my estate is settled! I want to decide who will be my healthcare advocate/Power of Attorney if that time comes.As end of the year approaches we have been updating our estate planning. I’d love to share how you can use LegalShield to affordably and efficiently get your will written. It is the LOVE LETTER we give to our family. Isn’t that the perfect Christmas gift? Let me help you get your family LOVE LETTER written!

Jill Nichols-Hicks I’m so glad you are doing this and considering your experiences with families from being a nurse it’s unbelievable the pain when things are not in place. When I was in the funeral industry I saw over and over again how families were not prepared because of the conversation they don’t want to have. However it is key in order to have that peace of mind for what will absolute happen in the future. Who do you know? Thanks for posting here.❤

Nancy Juetten just curious, what is the trigger point that gets families off the dime to have this conversation, given your experience? For me, it was seeing friends suffer unnecessarily at the worst possible times and knowing that I wanted to come at this from a different and more empowering perspective. But I continue to be astounded by the ‘when I get around to it’ approach that is so common and often comes too late. What is the trigger point or the message that can inspire action now? I’d really like to know!

Maureen Kures wouldn’t we all like to know. I believe education and encouragement is the answer. I was devastated when I had patients that did not have healthcare directives in place and had never talked to the families about their wishes. Those situations can divide families, sometimes forever. We need more people like you and me and Yvonne Heath spreading the word about the peace of mind estate planning and conversation brings to families and individuals.

Jill Nichols-Hicks often it’s being a squeaky wheel and getting people to verbally acknowledge that this isn’t about them but those they love and that leaving estate planning and full conversations around end of life, collection of the body, funeral/burial plans, where important documents are, and any wishes of property and belongings will be left to living.

Families have been torn apart when plans are not in place. Do they want that? Stories around what those left behind had to go through when no plan is in place is vital. I personally watched families pour out a ton of money they didn’t have, with the funeral director for hours, and argue over details on the worst day of their life.

Constant conversations, reminders it’s about who is left behind to manage affairs that is everyone’s personal responsibility.

Is it fun? Do we like talking about it? Is there fear?

Get over it and take care of the business that is 100% going to happen. We all will die, please get your affairs in order even if we have years of life. Truly a very valuable gift. I’ve boldly said getting around to it is an unacceptable excuse.

Pull out the calendar, let’s get this done. Peace of mind….unless they know when they’re going to die….not!

Jill Nichols-Hicks Amen! So well said!

Nancy Juetten Life is so random. Heck, there was a tornado is Port Orchard today. Trees falling without warning. Craziness happens when it is least expected. None of us is immune, as you say.

I love this conversation because it reinforces the role I can play in guiding families to get ahead of life before life happens with Life Goes on Roadmap™. This is a system for personal financial information organization that guides users through 16 road stops that ignite important conversations within families, while also putting keyboard to spreadsheet about personal contacts, investment account access, household operations, a valuables inventory, and even end of life wishes so the right people have access to the information when the rubber meets the road in life. Visit this link and use Gratitude as your promo code to save $20 on the system before 12-31-2018.

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Powerful, practical lessons from our encounter with crime …

Life Goes on Roadmap No Comments

About a six weeks ago, I wrote to tell you about our home burglary.

Three burglars broke windows and locks and “went shopping” for valuables in our home — including an entire jewelry drawer full of treasures — before driving away with both of our cars.

One of the thugs is in jail, and the two others are still at large.

One car was recovered and now repaired. The other was found abandoned and trashed in a bad part of town after the insurance company had already paid the claim for its loss.

We are over the worst of it now, and that’s a good thing.

In the moment, while I was feeling the violation and despair of that incident, I kept telling myself that there would be a blessing that would come out if it.

That was a coping mechanism to fight back my tears. It’s just awful to step into a crime scene in your own home and find the strength and resilience to deal with a situation like this.

Mindset matters so much when dealing with the crazy, random things that life serves up.

That’s why today I want to share some lessons from our brush with crime so they can inspire you to take some action.

  • We are so glad we completed the Valuables Inventory for jewelry when we completed our Life Goes on Roadmap™ system for personal financial organization. We did that about a year ago.
  • Getting organized in this way was what I wanted for Christmas last year.
  • We had jewelry appraisals and receipts for most items. We even had photos of me wearing many of the pieces. For those items for which appraisals and receipts were missing, we visited the stores from which we made the purchases.The owners were happy to write letters to vouch for prior purchases we made and offer a suggested replacement value.
  • When it came time to making a claim with our insurance company, we had proof of what we owned. Had we not, we could have suffered a second loss with the insurance company potentially electing to disallow our claim.
  • An insurance settlement doesn’t make the violation of the burglary go away, but it sure helps.
  • Don’t store your car keys and jewelry in obvious places.
  • Don’t post to Facebook about your fun adventures while out of town until you have returned home.
  • Take care when using a car service to the airport. Ask family members to take you if that’s possible. Who knows if the car service driver has thieves for friends?
  • Purchase and install a home security system and put dowels in all of your windows. Signs on the windows about the security system and in the front yard alert future burglars to keep their distance.

Questions and Suggested Actions for You:

• Is your wedding and engagement ring insured in addition to that beautiful wrist watch you wear every day?
• How about your other valuables?
• If not, decide today to have these items appraised, and add a jewelry rider to your home owner policy.
• When you add new jewelry items to your collection or receive them as gifts, take pictures and save receipts so you have a record that will come in handy if ever you suffer a burglary or your items get lost or damaged in some other way.

A valuables inventory is just one of 16 ‘road stops’ we ask you to make when you complete your Life Goes on Roadmap™ system for personal financial information management with our unwavering support.

You’re invited to purchase Life Goes on Roadmap™ for yourself and your friends and extended family.

This is a very practical gift for the people in your life who have everything so they can drive life forward, no matter what happens next. For those who want to get organized in the New Year, it’s a perfect gift.

We’ll hold your collective feet to the fire to get this done and even make it fun.

Between now and December 31, 2018, save $20 on either the digital or physical system that ships to your doorstep or the doorsteps for the people you love most. Visit this link and use your promo code GRATITUDE to enjoy the savings.

Life really does turn on a dime. Getting ahead of these kinds of situations before they become hardships is a gift you give yourself and everyone you love. Your actions today will make an important impact that is priceless in value when the rubber meats the road … because it always does. There is no denying it. And it is so much better to get in front of it.

www.authenticvisibility.com/roadmap

Promo Code to Save $20: GRATITUDE

Share this message to friends and family, and give everyone something to talk about and take action on. The aftermath of whatever happens along the road of life will be a whole lot easier when you get your act together. That’s a comfort when chaos, crime or worse hit close to home.

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CFP® Thomas J. Geraghty Jr. signs on as the newest Life Goes On Roadmap™ licensee

Life Goes on Roadmap No Comments

Thomas J. Geraghty Jr., CFP®, of Stonegate Wealth Management has signed on as the newest Life Goes on Roadmap™ licensee, Nancy Juetten announced today.

Life Goes on Roadmap™ is a powerful system for personal financial information and document organization. It offers a way for financial advisors to demonstrate their fiduciary duty to clients before a home burglary, natural disaster, or one of the 4 D’s — disability, disease, divorce, or death — hit close to home.

This collection of proven, practical and empowering tools prepares clients and their families for “God Forbid” and “What If” moments before they become hardships, while igniting powerful conversations that need to happen before life serves up a bump in the road.

“I’ve been very impressed with the comprehensive, engaging system to support clients in getting their financial documents and information organized. I see Life Goes on Roadmap™ as a value added benefit that can serve my clients in a meaningful way,” Geraghty said.

One of the ways this system sets itself apart is that it transforms getting organized into a game to win instead of an administrative task to put off. Advisors can give this system to their valued clients as a gift or assign a value to it and bundle the system into their existing offerings.

Advisors across the nation use this system to add value to their existing services, deepen client relationships, set themselves apart in the marketplace, invite referrals, and make more money.

Visit www.bit.ly/deeperservice to learn more about using Life Goes on Roadmap™ in a financial planning practice and schedule a chat to determine how to get started.

About Thomas J. Geraghty, Jr., CPA, CFP®

Thomas J. Geraghty Jr. is a partner and senior wealth manager with Stonegate Wealth Management and a member of the National Association of Personal Financial Advisors – NAPFA. An experienced financial planner with more than twenty-five years experience, he is dedicated to providing financial, estate and tax planning services. He focuses on the client’s agreed upon financial goals. He will typically bring together a professional team to generate both short-term and long-term solutions. His personal communication skills and professional acumen benefit the firm’s clients in the following ways:Identify current deficiencies

  • Create an integrated financial / life plan
  • Mitigate complex financial problems
  • Reduce significant estate planning challenges
  • Recommend and implement changes
  • Monitor progress and readjust as needed to ensure long-term success

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. Learn more at www.bit.ly/deeperservice.

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#LifeGoesonRoadmap

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#CertifiedFinancialPlanner

#Licensing

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Keller Williams Luxury Real Estate Specialist Mary Lee is the Newest Life Goes on Roadmap™ Licensee

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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.

Real Estate Professionals give Life Goes on Roadmap ™ as a ‘welcome home’ gift when they share the new house keys with their buyers and when they help their sellers sell their homes and start the next chapter of their lives.

It’s a home and hearth tool customized to the agent’s name and contact information that offers personal, practical, profound, and lasting value. It helps homeowners organize crucial financial information and documents in one day before crisis, disability, disease or death stop them.

“When my clients close on their home purchase or sale, I’m now proud to share a thoughtful gift that guides them to organize their most crucial financial information, household operations, personal contacts, and information about their valuables, and more,” Lee said.

Nancy Juetten, co-founder of Life Goes on Roadmap™, created this system with her husband Steve Juetten.  He’s a CERTIFIED FINANCIAL PLANNER™ Professional.  The system prepares clients and their families for “God Forbid” and “What If” moments before they become hardships, while igniting powerful conversations that need to happen before life serves up a bump in the road. One of the ways this system sets itself apart is that it transforms getting organized into a game to win instead of an administrative task to put off. Real estate and mortgage professionals can offer this system to their valued clients as a gift at closing to add value, deepen client relationships, set themselves apart in the marketplace, invite referrals, and ultimately make more money.

Real estate and mortgage professionals interested in how they can use a customized version of  Life Goes on Roadmap™ system for personal financial information organization as a gratitude gift for their clients can visit www.bit.ly/gratitude-RE to learn more.

 

 

 

 

 

About Mary Lee  

Mary Lee has been a licensed Realtor® since 1987 and has since become a prominent agent on the Eastside of Seattle, Washington. In 2005, Mary created The Ultimate Home Selling Success System™, an exclusive results-oriented system that creates the best home selling experience and results for sellers. Through her innovative marketing and negotiation expertise, her sellers enjoy a smooth and stress-free home selling experience without the normal buyer contingencies. This innovative process creates a faster sale, higher price, and typically with multiple offers, giving sellers their choice of buyers, price, and terms. Learn more at www.whyworkwithMary.com

#Mary Lee

#Luxury Real Estate Specialist

#Keller Williams Real Estate

#Life Goes on Roadmap

#Ultimate Home Selling Success System

#Thank You Gift for Home Buyers

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