“Time is all you have … and you may find one day that you have less than you think.”

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Have you been meaning to get your act together so you never leave a mess for your family to clean up later?

Join the club. You are not alone.  Procrastination is a real thing.

But take a lesson from Randy Pausch, author of The Last Lecture. He said, “Time is all you have … and you may find one day that you have less than you think.”

So here’s bright idea…

What if you kicked off this summer with a fun virtual road trip that guides you to gain power, access, and control to unlock the keys to everything that matters to you and your family before life hits the fan, while kicking procrastination to the curb for good?

Just a few months ago, we guided a whole new crew of families to get ahead of life before life hits the fan during the Life Goes on Roadmap™ virtual get it done day.

Amy, Michelle, and Chris were among them.

As they wrapped up their day, I asked if there were any big surprises along the journey or things they didn’t know or that they were glad to find out as they got their personal financial information and documents organized .

Here’s what Chris had to say:

“In the process of filling in all of the items that you had already identified, it also brought up for us other important things that we could easily add. It was just so handy to have a spreadsheet already set out for us so we could just add additional tabs or more columns or rows or whatever, and when we came across important documents scan them, make a copy, document that this exists and where it is. It gives us a feeling of security and confidence that we know what’s going on and we can find important things when we need to. “

Michelle, Chris’ wife, had this to say:

“… Having support from you and Steve and also having it be put out in a positive, fun way, helped me cope with feeling on edge talking about all of this with my husband. The actual getting it together can be balanced out by having it be fun. That fun light part actually makes a big difference.”

Amy said:

I like the accountability. It helps so much. I have a lot of this information in all the other places and getting it all secured and so that my partner and I can talk about the hairy-scary stuff is good. For me, the accountability and the check in calls were super great. This call in particular been really amazing for me.”

We are leading ANOTHER Get It Done Virtual Day on Saturday, June 15.

Consider this a virtual road trip to kick your summer adventures into gear.

In a few hours, you’ll be prepared for whatever life serves up so you have the peace of mind that you’ll never leave a mess for your family to clean up should something random or crazy happen to you.

Join us.

Just register at www.lifegoesonroadmapNOW.com.

Warmly,

Steve Juetten, CFP®

Nancy Juetten, Your Get It Done Guide

P.S. Father’s Day is coming up on June 16. Life Goes on Roadmap™ makes a GREAT gift for Dad and everyone else in the family.

P.P.S. We always provide call replays so you can join us on a date that works for you. Just decide to get this done now because, as Randy Pausch said, “Time is all you have … and you may find one day that you have less than you think.”

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Life Goes on a Road Trip Literally! — We’re Moving to …

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A little over a year ago, my husband Steve and I started on a journey to empower families around the nation to get ahead of life before it happens.  We debuted Life Goes on Roadmap™ and quickly discovered that we could meet a real need among families to get their acts together before life hits a bump in the road.

Then, we started hearing from families around the nation about the bumps in the road they were facing. The urgency to start living more NOW became crystal clear for us.

Every day, someone in our world is touched by one of the Big D’s — disease, diagnosis, divorce, disability, diminished mental capacity, disaster, or death — without warning.

Lives are changed in an instant, and it isn’t always “happily ever after.”

Sometimes, it’s grief, loss, or a whole new way of living that wasn’t on anyone’s bucket list.

Last October, our home was burglarized while we were speaking and exhibiting at a financial planning conference 3,000 miles away.

Coming home to that was hard. It sure made “home” feel like a place we didn’t want to be.

It’s one thing to anticipate challenging times by getting ahead of life before it happens.

It’s another to be wading in the drama, trauma and chaos of all of that and FEELING what it’s like to be dis-empowered, disappointed, dismayed, and so many other negative emotions.

A home burglary is a violation of your personal safety, and it’s hard to get over that.

I think that incident caused us both to start thinking about where we want to live, how we want to live, and what really matters to us.

The stories we have been hearing from families around the nation about how their lives turned on a dime gave us even more of a wake up call.

We came to a powerful revelation and renewed conviction to walk our talk.

  • It’s time to put more life in our years instead of years in our life.
  • It’s time to start a new adventure and plan many epic adventures still to come.
  • It’s time to simplify and right size our lives so we can be at choice to say YES to travel, experiences, and enjoy more discretion to love the life we live today.

If there is one thing we know for sure it is that tomorrow is not promised.

We don’t want to be people who find excuses not to live their dreams, realize their potential, and make their best impact through good work, commerce, or service.

We are action takers who take 100% responsibility for our lives.

There is a popular commercial on TV about enjoying 18 summers with your kids.

Maybe you’ve seen it.

Our son is almost 22 years old. He is just about launched.

That’s why the next 18 years are all about enjoying life together before we run into health challenges or other obstacles that can change the quality of our life and perhaps not for the better.

All this is to say that we are still going to be leading our work with Life Goes on Roadmap™. We’re on a mission to touch and transform one million lives with our powerful toolkit that guides them to get ahead of life before it hits a bump in the road.

Steve is still going to lead his team of CERTIFIED FINANCIAL PLANNER™ professionals to serve their clients to make the most of their money and their lives.

Our work is purposeful and important.

It plays is a HUGE part of what brings us fulfillment, satisfaction, and rewards.

The big change is that we are moving down the road north about 90 miles from Bellevue, WA to Bellingham, WA.

Bellingham is a coastal city in Washington State, near the Canadian border. It’s a port for ferries to Alaska. East is Mount Baker, a huge snow-capped volcano with ski runs. In the city center, the SPARK Museum of Electrical Invention contains hands-on science exhibits. The Whatcom Museum showcases art, nature and regional history across 3 sites, including the Lightcatcher building with its curving, translucent wall.

This city overlooking the Puget Sound is known for being artsy, outdoorsy, and innovative. That’s translated into job opportunities at companies ranging from high tech and green energy startups to craft breweries. Bellingham has more than 100 miles of shoreline, perfect for sea kayakers, and is just a ferry ride from San Juan Island.

We’ll live the ‘less is more’ lifestyle as we simplify and right size our lives.

We’ll enjoy more discretion to enjoy life.

We’ll create a whole new life full of Saying YES to exploring what might be on our bucket list and working that list, starting right now.

We purchased our Bellevue, WA home in 2008 during a rocky time in the economy. We’ve worked hard to pay the mortgage, maintain the home, and make memories here as we raised our family.

It’s time to shift focus to love where we live and experience life even more.

We bought a travel journal full of blank pages. We’re working on a list of adventures to take to fill it with memories that can last a lifetime.

What a grand adventure this will be.

Fortunately, my work can be accomplished with a laptop and a high speed internet connection.

Steve has been inviting clients to meet via Zoom video and other methods, thanks to the power of technology, and clients are very receptive.

We’ll continue to make our impact from our new home (and Steve’s new office outside of the home) and welcome opportunities to speak, lead workshops, and serve our clients in the best ways possible.

Steve will commute to Bellevue or  Seattle one day a week to meet face to face with clients.

We’ll simply be working our magic from a new zip code that is 90 minutes north of here, starting on or about May 20, 2019.

Crazy, random things happen to all of us that cause us to re-think what we do, why we do it, who we do it with, and where we live.

There is opportunity to be found in every challenge in life if you look hard enough to find the blessing.

Our new journey of discovery and contribution from our new home in a new town is just about to begin.

We have many more epic adventures to experience and celebrate and much more to offer to those we serve. We hope to inspire others to make similar plans because you never know what tomorrow might bring.

The time to make it all happen is right now.

 

 

 

 

 

 

 

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Jean Keener, Keener Financial Planning, in the Spotlight for Life Goes on Roadmap™

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Since August of 2018, Jean Keener of Keener Financial Planning has been sharing Life Goes on Roadmap™ with her clients.  To date, she has ordered 50 Life Goes on Roadmap 3-ring binders. She and her team members are sharing them with retainer clients only during the first half of the year. Her intention is to create more sticky client relationships as she and her team deliver holistic planning. She has integrated Life Goes on Roadmap into each client’s planning process. Each of her team members cover the importance of creating a financial directive during each client’s semiannual review during which estate planning is discussed. They also share an email with clients before that meeting so they are warmly introduced to Life Goes on Roadmap™. During that meeting, the team shares the value of the tool. She says that clients are overwhelmingly positive about the system and grateful to receive it.

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Skip Fleming, CFP® in the Life Goes on Roadmap™ Spotlight

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Skip Fleming, CFP®, was the first Garrett Investment Advisor member to sign on as a Life Goes on Roadmap™ licensee last September of 2018.  Skip saw the value in having the “get ready for life” conversation, especially since he served our country as a member of the United States Marine Corps for 24 years and on several occasions had to start families through the recovery process after a sudden death.

Skip is an hourly planner. He brings his Skip Fleming version of Life Goes on Roadmap™ to get acquainted sessions with potential clients and mentions that the system is one of the ways he goes the extra mile with clients. His aim is to make sure their financial documents and information are in good order in case life serves up a bump in the road.

When he invites prospective clients to sign on to work with him, Skip “bundles” the value of the 3-ring binder and the virtual training the co-founders offer within his estimate for services. That means he adds $200 per engagement so the client can benefit in the specific ways that have been requested and ALSO benefit from the tools and resources that are packed within the Life Goes on Roadmap system. Skip says clients are grateful to receive the system and are engaged in the content.  They definitely see the value of getting their acts together.

Skip says that sometimes, clients ask if they can purchase Life Goes on Roadmap on an a la carte basis.  Up until now, he has not offered this as an option. However, it is useful to note that several licensees are taking advantage of this idea as a way to make a few extra dollars and serve those clients and their families. A future case study will showcase how that can work with ease and how it can also contribute to a steady flow of new client referrals.

So far, Skip says that 12 clients have received the Skip Fleming version of Life Goes on Roadmap™ as a 3-ring binder within the first few months of implementation of this system as a licensee. Skip sees Life  Goes on Roadmap™ as a value added item that helps create deeper relationships with new and existing clients. It’s something to take with him to networking events as a way to get people talking and engaging about how he can be of service and one of the ways he sets his firm apart.

When one of Skip’s clients completed the roadmap, the client asked Skip if he wanted to look it over. That created an opportunity to meet again, make sure the client did all the work, and open a discussion about any next steps that client might take to be on track just in case life should turn on a dime.

Skip has taken the initiative to lead his own Get It Done events with clients to hold their feet to the fire to get their acts together, using the webinar slides and other resources posted within the Licensee Learning Portal.  He has discovered that clients tend to be busy, and it’s been challenging to get them to show up for these calls.  He appreciates that the co-founders of Life Goes on Roadmap™ lead live virtual Get It Done Days several times a year so he can invite his clients to participate and benefit without having to spend his valuable time on implementation.

Now that emails have been written and shared to make it easy for him to invite clients to participate in the next round of Get It  Done Days coming up soon (the next live session is Saturday, June 15, 2019) , Skip has the tools to share that good news with his clients without having to write the messages himself or lead the training.  That saves his valuable time so he can focus more on financial planning.

Like any system, there are bumps in the road to work out as licensees learn how to use it and the co-founders improve their own systems and approach. Skip has raised his hand, made suggestions, voiced his opinions, and helped shape the system for the better.

Together, the rising tide lifts all the boats.

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Millennials and their Parents

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This is such a useful article about talking to your parents about their financial plans …

https://www.apnews.com/2267ff773a0d4427ac09f87e7111807f

Life Goes on Roadmap is a great way to start this conversation and get everyone on the same page before life hits a bump in the road. Visitwww.lifegoesonroadmapnow.com for those mother’s day and father’s day gifts that keep on giving in ways that save everyone drama, trauma and chaos when the moments matter the most.

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How Life Goes on Roadmap™ Adds Value for Financial Advisors …

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What’s your answer?  True or False?

We’ve surveyed many financial advisors about this, and we’ve talked to their clients, too.

This fear is real, and it feels urgent, especially when someone we know or love crosses paths with home burglary, natural disaster, or the Big D’s — disease, disability, divorce, or death.

Here’s the brutal truth about how random life can be.

Crazy things happen all the time that put financial planning clients in crisis.

The trouble is that their crisis often becomes YOUR crisis.

  • A client may die unexpectedly, leaving a mess for the family to try to untangle and clean up. That creates extra — likely uncompensated — work for you, doing your best to help them pick up the pieces and cope with their new reality.
  • It could be that one partner was the active client and the other was just a passenger. When the dust settles, the business may move to a new advisor because the surviving spouse never took enough interest in the finances to develop a trusted relationship with you in the first place.
  • That could mean lost revenue and more time to apply toward marketing your business when what you would rather do is serve clients and call it good.

Sobering stuff, don’t you agree?

What if — by starting new conversations with clients before life hits a bump in the road — you could serve them more deeply, fill a blind spot in their practical financial planning, and set you all up to save time, aggravation, and more heartache when life serves up a challenging turn?

And what if by serving clients in this deeper way, you welcomed quality, reliable referrals from existing clients who were only too happy to sing your praises to their friends and family?

These are all welcome outcomes that serve everyone in ways that are priceless in value and so easy to achieve with some deliberate focus.

Let me paint a powerful picture about what AFTER could look like for you with Life Goes on Roadmap™ in your toolbox …    

Before

No tools, systems, or roadmap to support clients to get their acts together before life hits the fan.

After

One simple system to get the job done that doesn’t take your valuable time and makes the most of theirs!

The PROBLEM Life Goes on Roadmap™ Solves for Advisors

Just about everyone agrees that it is important to guide clients to get on the same page with regard to organizing their household operations, investment accounts, important contacts, passwords, insurance information, beneficiary designations, and final wishes.

Life Goes on Roadmap™ is a powerful system for personal financial information and document organization that financial advisors can license as their own. It offers a way 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.

It offers a way 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 “What If” moments before they become hardships while igniting powerful conversations that need to happen before life serves up a bump in the road.

Clients get to participate in virtual Get It Done Days hosted by the co-founders live or by replay to make the most of their busy lives. Everyone gets on the same page before a crisis hits, and that can save a lot of drama, trauma, and chaos for all involved – including the advisor — when the rubber meets the road in life.

Advisors across the nation and in Canada 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.

Simple to Implement

All advisors need to do is bring a sample of their customized Life Goes on Roadmap 3-ring binder to offer as “show and tell” at every get acquainted session or client service appointment.  That makes it easy to start the conversation with clients around getting organized before life takes a challenging turn.

Advisors offer a simple letter that we provide for them that makes it easy for clients to access their digital materials, and the co-founders do the rest.

Delight Clients and Invite Quality Referrals 

Clients see great value in the system and often refer family and friends back to the advisor who presented it in the first place. That makes building a practice easier, while being of great service to everyone involved.

Before Life Goes on Roadmap, advisors were doing their best to patch together a way to guide their clients to get their acts together.

After deciding to share Life Goes on Roadmap with their clients, they now get the benefit of a proven, playful system that gets the job done that doesn’t take their valuable time to implement.

Compliance Approved

LPL, Garrett Investment Advisors, and other compliance departments have reviewed and approved the system for use by their advisors.

That makes it faster and easier for others to join and benefit!

PRICING

NAPFA and Garrett Planning Network members qualify for a 10% discount on the licensing fee. Visit www.bit.ly/deeperservice to view an on demand webinar, learn more, and schedule a licensing discovery session with Nancy Juetten to create a triple win for your clients, their families, and your own growing financial planning or investment advisory practice.  You can also send email to Nancy@lifegoesonroadmap.com or call 425 641 5214.

 

 

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If You Cried When Jack Thornton Died, This Blog Post is for You!

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Are you one of the millions of viewers who are binge-watching #WhenCallstheHeart, presented by the Hallmark Channel?

I sure am.

Along with the other “Hearties” across the nation, I was reaching for the Kleenex when Jack Thornton’s life was tragically cut short on a routine training mission.

Here he was, a newlywed with a bright future to anticipate with his beloved wife Elizabeth, and everything they were dreaming of for a life together  was cut short as a result of a training mission gone very wrong.

Not long before this ill fated end to their fairy tale life, Jack bought some land upon which to build a dream home.

This inquiring mind and practical gal wants to know …

  • Did he designate Elizabeth as his beneficiary? He bought the land before they wed. If he didn’t make this designation, it could be that the land would pass to his mother or his brother or someone else he may have designated.
  • Did he designate Elizabeth as the beneficiary to any of his life insurance or other benefits before leaving for this ill fated mission?
  • Will Elizabeth be able to access his bank and investment accounts to help her navigate life as a widow and a single mother?
  • Did the two of them ever talk about his final wishes so she could honor them in the event that the unthinkable should happen?

These are important questions that people in real life need to consider, just in case life takes an unexpected turn.

The cautionary tales from the road of life that we’ve heard over the last year or so from real people facing unthinkable situations at the worst possible times reinforce our mission to guide families to get ahead of home burglary or the 5 D’s — disaster, disease, disability, divorce or or death — before they hit close to home.

Together with my husband Steve — a CERTIFIED FINANCIAL PLANNER™ Professional — we guide families across the globe to access the keys to unlock most of what is important in their lives before life turns on a dime through a product we created called Life Goes on Roadmap™.  Our proven tools and playful approach are empowering, practical, and profound. Users welcome peace of mind, confidence, and ease in ways that are priceless to count when they get on board. We can’t wait to be of service.

A simple Google search makes it easy to find Life Goes on Roadmap™

Do a search and check it out if you are so inspired.

 

 

 

 

 

 

 

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A Blog Post for #WhenCallstheHeart Fans Who Cried When Jack Thornton Died

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Are you one of the millions of viewers who are binge-watching #WhenCallstheHeart, presented by the Hallmark Channel?

I sure am.

Along with the other “Hearties” across the nation, I was reaching for the Kleenex when Jack Thornton’s life was tragically cut short on a routine training mission.

Here he was, a newlywed with a bright future to anticipate with his beloved wife Elizabeth, and everything they were dreaming of for a life together  was cut short as a result of a training mission gone very wrong.

Not long before this ill fated end to their fairy tale life, Jack bought some land upon which to build a dream home.

This inquiring mind and practical gal wants to know …

  • Did he designate Elizabeth as his beneficiary? He bought the land before they wed. If he didn’t make this designation, it could be that the land would pass to his mother or his brother or someone else he may have designated.
  • Did he designate Elizabeth as the beneficiary to any of his life insurance or other benefits before leaving for this ill fated mission?
  • Will Elizabeth be able to access his bank and investment accounts to help her navigate life as a widow and a single mother?
  • Did the two of them ever talk about his final wishes so she could honor them in the event that the unthinkable should happen?

These are important questions that people in real life need to consider, just in case life takes an unexpected turn.

The cautionary tales from the road of life that we’ve heard over the last year or so from real people facing unthinkable situations at the worst possible times reinforce our mission to guide families to get ahead of home burglary or the 5 D’s — disaster, disease, disability, divorce or or death — before they hit close to home.

We’ve created a short survey you can take to make sure you and your family answer some of these questions. Bring out a pen or pencil and assess your administrative readiness to respond to a challenging situation when life turns on a dime.

Return your quiz to nancy@lifegoesonroadmap.com by February 28, 2019. You’ll be entered into a drawing to win a digital version of Life Goes on Roadmap™  so you can get ahead of life and share essential information with those who own a place in your own heart.

Together with my husband Steve — a CERTIFIED FINANCIAL PLANNER™ Professional — we guide families across the globe to access the keys to unlock most of what is important in their lives before life turns on a dime.  We also license our system to financial advisors and other professionals who want to guide their clients to this important outcome.

Our proven tools and playful approach are empowering, practical, and profound. You’ll welcome peace of mind, confidence, and ease in ways that are priceless to count when you get on board. We can’t wait to be of service.

 

 

 

 

 

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

Event Promotion, Information Product Success, Life Goes on Roadmap 1 Comment

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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