On Ice Cream Cones and a Day that Went Very Wrong …

Estate Planning, Life Goes on Roadmap No Comments

Here we are in the dog days of summer. Chances are you’re enjoying all kinds of adventures and maybe even tasty ice cream cones to beat the heat.

Sometimes I wish we sold ice cream cones instead of a tool to help families get ahead of life before life happens.

It would be so much easier.

And … here’s what I know for sure.

Ice cream is tasty, but the results of completing the Life Goes on Roadmap™ are far more lasting, personal, and profound.

We want you and your family to have the peace of mind that comes when you get your act together before an ordinary day turns into anything but.

The Today Show aired a compelling clip yesterday about an ordinary day that went horribly wrong for newscaster Sharon Epperson.

Please watch and let this message bring you back to the task of completing your Life Goes On Roadmap™ if you have not done so already.

Steve and I will be leading another live virtual Get It Done Day on Saturday, October 19.

If you’re the kind of person who needs extra expert hand holding and support to get the mission accomplished, please save the date.

We are forecasting rain for that day, which makes staying inside to complete your own roadmap during the 9 a.m. – 2 p.m. Pacific window a very wise choice.

Join us!

P.S.  If you know of people who can benefit from Life Goes on Roadmap™, please forward this post their way today. A free gift to start the financial empowerment conversation can be found right here: www.lifegoesonroadmap.com

 

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What if you got the bitter surprise that you were written out of the will?

Be Heard, Estate Planning, Life Goes on Roadmap No Comments

What if you found out you were written out of the will after your last surviving parent died?

Can you imagine the betrayal, the hurt, and the surprise?

It could be enough to derail any sibling relationship or create rifts in the family that could last for generations to come.

This is just one of the stories Senior Care Home Owner and Life Transition Advisor Annette Pang shared during this interview.

Click on the image or this link to tune into this conversation.

When you do, you’ll:

  • Learn the bitter consequences that can unfold in families when important conversations about care go unspoken;
  • Hear real and riveting stories from the elder care trenches to get you thinking differently about the future you want for yourself and your loved ones; and
  • Discover a new way to start conversations across the generations before challenges become hardships to save drama, trauma and chaos and welcome peace, calm, and presence to deal with life united as a family.

If you haven’t yet started the process of getting your act together, here’s my advice.

Buy Life Goes on Roadmap™ right now. Then, commit to completing the three most important sections that would give you or your family the biggest run for the money in case something strange or random should happen to you.

At the very least, make sure your beneficiary designations are up to date so there are no surprises later.

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What if you don’t want grandma’s dining room table?

Be Heard, Courage, Estate Planning, Life Goes on Roadmap No Comments

A senior care center owner and I were talking the other day. Annette Pang has worked closely with adult children and their parents and extended families for years. I asked what kinds of conflicts come up, and I got an ear-full.

> Who gets to decide if mom gets a new recliner or a new bed?

> Who gets grandma’s dining room table?

> Who disposes of dad’s ashes?

> Did he want to be cremated in the first place?

> How will we divide the family trust?

> What did mom or dad really want at end of life?

> Extraordinary measures or palliative care?

She told me that these kinds of things have caused huge rifts in families that have taken hours or years of coaching and support after the fact to attempt to heal.

Having served as a life transition coach for families who are in the aftermath of the grief that is their reality when these things are not discussed, Annette is the first to say that this is not easy work for any of the parties involved.

When I asked what the alternative would be, she said to talk these things through ahead of time.

It would be far less expensive and save everyone costly emotional heartache.

Amen Annette.
_____________________

Maybe talking through things like this isn’t on your priority list in this moment.

I get it.

And when I think about the consequences of not doing it, that shifts my perspective.

Making the choice to move a family member into a senior care home means that the family is going to have to pow-wow about whether mom or dad or grandma can afford it in the first place.

That means having a handle on the bills that need to be paid, the resources available to meet those obligations, and so much more.

Kids don’t look forward to talking to their parents about this kind of stuff.

Parents may be reluctant to share.

Still, these conversations need to start and important information needs to be compiled because life turns on a dime.

Everything is fine and dandy, until it’s not.

That’s just real life.

Life Goes on Roadmap™ is a playful, empowering toolkit that guides you and your family to get your acts together before life hits a bump in the road.

This is more about LIFE than death.

That’s a refreshing take to make starting these conversations even easier.

Here’s one thing I know to be true.

In the end, it’s never about grandma’s dining room table.

It’s about being seen, heard, and understood.

Make sure your wishes are known and you’ve created a roadmap to find everything your family needs, just in case they have to step in on your behalf or keep driving somehow without you.

If this message can serve someone in your life in perfect timing, please share it. Thank you.

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Introducing Quantity Discounts for Life Goes on Roadmap™

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Life Goes on Roadmap™ is a simple, empowering and complete system that helps families and homeowners get their households and crucial financial information organized so they  know who to call in an emergency, how to turn off the water, gas, and power at their new place, and how to access other crucial documents, investments, and accounts, especially when the rubber meets the road in life.

Now, consumers or companies can benefit from volume discounts.

Co-Founder Nancy Juetten says, “Families appreciate a gift that gets them talking about important, nitty-gritty household and money matters before any of the Big D’s – disaster, disease, disability, diminished mental capacity, divorce, or death – cross their paths.”

The system can serve as a great ‘welcome home’ gift to share when families move into new homes or transition to senior housing.  It can also be a value added benefit that professional service providers (estate planning attorneys, retirement coaches, etc.) bundle into their existing service offerings without having to create a similar system of their own.

The three-ring binder includes a game board, guidebook, and digital organizer, digital versions of these powerful, proven tools that have guided hundreds of families to get their acts together so far, plus anytime/anywhere access to replays from the virtual Get It Done Day check in calls hosted by the co-founders of Life Goes on Roadmap™.  These replays hold clients accountable for completing their Life Goes on Roadmap™ systems, while inviting families to start important conversations that may have been delayed for years. Membership in a client-only Facebook community to give members additional expert access and support is also included.

Juetten explains, “This is a gift that families will keep forever. They’ll always remember who gave it to them and be grateful for it. Best of all, gift givers can show up as innovators who go the extra mile to demonstrate care for their clients and their families after the sale. They’ll exceed expectations, set their company’s apart in a winning way, get clients talking to family and friends, and welcome referrals to new business.”

Juetten says that companies can implement this new benefit for clients with their next scheduled price increase or add the cost to current current scope of work so it’s seamless, easy to implement, and cost neutral.”

Quantity   Price*             Discount        

1-50              $197                 N/A

51-99            $167.45            15%

100-199        $157.60            20%

200+          Ask about licensing for significant cost savings and to benefit from customizing the product with company name and contact information.

*Prices are plus shipping and applicable state sales tax. Shipping costs per system are about $10, depending upon each client’s U.S.A. destination.

Next Step:

About Life Goes on Roadmap™

Life Goes on Roadmap™ is an affordable, empowering, and complete toolkit to organize personal finance information so families ahd homeowners  have power, access, and control, before disease, disability or death get in the way. Users welcome peace of mind when they organize important contacts, service providers, insurance information, bank or credit union accounts, investments, credit cards, and more so the information is accessible when and where it is needed. Life Goes on Roadmap™ elevates the process of getting organized to be a game to win instead of an administrative task to put off until later. The co-founders guide users to get to completion during a series of live or recorded Get It Done calls that users can access, no matter where they live, work or play around the nation.

Favorably reviewed by hundreds of clients and heralded by many as the answer to a prayer, Life Goes on Roadmap™ has been showcased on Forbes.com, the Seattle NBC Morning News, and via a host of regional magazines, podcasts,and radio shows. Visit the company’s YouTube channel or www.lifegoesonroadmapNOW.com to learn more.

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Estate Planning Attorney Kevin J. Copp signs on as the newest Life Goes On Roadmap™ licensee

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Attorney at Law Kevin J. Copp, Esq. has signed on as the newest Life Goes on Roadmap™ licensee, Nancy Juetten announced today. He is an estate planning attorney serving clients in Kent, Bellevue, Kirkland, and Edmonds, WA.

Life Goes on Roadmap™ is a powerful system for personal financial information and document organization. It offers a way for estate planning attorneys and other professional service providers to help their clients get their ‘life and death ducks in a row’ before any of the Big D’s   — disaster, disability, disease, divorce, or death — hit close to home, Juetten explained.

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.

“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 as they complete their practical estate planning at the household management level, Copp said. Copp’s version of Life Goes on Roadmap™ is available for purchase at this link.

About Kevin Copp, Attorney at Law – Kent Probate, Wills and Trusts

Kevin J. Copp grew up in Renton and graduated from Central Washington University with a B.A. in Communications. He obtained his law degree from Seattle University and his LL.M. in Tax from the University of Washington.

For over ten years, his practice has focused exclusively on Estate Planning and Administration, including:

•Preparation of simple and complex wills and trusts.

•Representation of fiduciaries and beneficiaries in all phases of estate and trust administration.

•Representation of individuals in guardianship proceedings.

•Tax preparation of Estate, Trust and Gift returns.

He can be reached at 253 277 1254, by email at kevin@kentprobatelaw.com, or online at www.kentprobatelaw.com. 

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 professional service providers such as estate planning attorneys and  financial advisors can brand as their own. 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.  Licensees of Life Goes on Roadmap™ across the nation use this system to add value to their existing services, deepen client relationships, and set themselves apart in the marketplace. Visit www.bit.ly/deeperservice to learn more about using Life Goes on Roadmap™.

#LifeGoesonRoadmap

#Estate Planning Attorney

# Kevin J.Copp

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On choosing regrets, magic blue pills, and ways to describe the problem you solve …

Client Attraction, Event Promotion, Life Goes on Roadmap No Comments

Do you ever wish you could sell something so clear and compelling that it would sell quickly easily to your perfect audience every time?

Like selling ice water to people who are thirsty?

 

 

 

 

 

For example, are you selling:

  • Instant cash to folks who need money right now?
  • Sex appeal to someone who hasn’t had a date in years?
  • A solution to E.D. that has some clients experiencing a four-hour ‘can’t stop the feeling’ situation every time they take their magic blue pill?

Sometimes I wish I sold something like that.

The selling piece would be so much easier.

Pain killers sell better than vitamins because the promise is to stop pain in its tracks.

Vitamins are more of a preventative measure.

Selling prevention is a really tough sell.

People need an urgent reason to buy.

In today’s internet age, that could mean special pricing that expires to compel them to buy now.

It could mean that bonuses expire if the sale isn’t made in a time sensitive way.

For me, those tactics don’t ring true.

So here’s a mind bender to consider.

Maybe prevention isn’t the right message. 

Maybe it’s something else or something more?

I’ve been pondering this very question in connection with the Life Goes on Roadmap™ system we sell to families across the nation.

What exactly is the problem we are solving?

  1. Maybe it’s finally finding a way to start important conversations with loved ones that may have been delayed for too many years.
  2. Maybe it’s peace of mind.

  3. Maybe it’s clarity, confidence and power for the moments that matter the most.

  4. Maybe it’s fun to get this done so procrastination can get kicked to the curb.

  5. Maybe it’s transformation.  You get to transform from clueless to confident with it comes to accessing your crucial personal financial information.

  6. What about addressing a deep fear that many people say they have:  You’ll never less a mess for your family to clean up if something random or crazy should happen to you.

    What I know in my head, heart and gut is that no one ever regrets getting their act together before a hardship has the opportunity to become a crisis. But everyone who DOES NOT get their act together always regrets it when the rubber meets the road in life.

One of my friends is also a top notch real estate professional.  Mary Lee of Mary Lee Real Estate says, “Choose your regrets.”

Mary says you can put your house on the market at your ‘happy hopeful price’ and run the risk that the price is too high and no one will buy it (or that the market will demand a price reduction.)

Or you can put your house on the market at too low a price (with hopes that the price will be attractive to bring in the right buyers) and have to settle on a low ball offer because you came in too low and only attracted one buyer.

As she says, “Choose your regrets.”

As for me, I would much rather have my ‘life and death ducks in a row’ long before life hits the fan than to let the cards fall where they may.

I want to avoid creating challenges for my husband, son, or extended family to contend with because they didn’t know my wishes, couldn’t find my passwords, and didn’t know who to call when it really mattered.

Leaving a mess for them to clean up later is a complete NON-ISSUE for me.

This gives me great peace of mind because my own path in life has been crossed by more than one of the Big D’s — disaster, disease, disability, diminished mental capacity, dis-empowerment, divorce, or death — to know that I am not immune to any of this.

My whole life can turn on a dime in an instant because I’ve been there, done that, and got the t-shirt.

How about you?

The truth is that it takes just one day of focused attention to organize, save, and share your most crucial information and wishes with the people who matter most in your life.

Is this a problem you feel is important to solve?

If so, what is stopping you?

What would need to happen so you would move heaven and Earth to take some action sooner versus later?

If you are game to get on the virtual bus, we’re guiding a whole new crew of families to get their acts together this Saturday, June 15.

When you get on board, you’ll receive the guidebook, the game board, the digital organizer,and the expert accountability and support to get this done as we do our best to make it fun.

We promise you’ll start some powerful, profound conversations with your loved ones that will be eye-opening to say the least.

Those conversations may even draw you closer.

We promise that “head in the sand-itus” will be in the rear view mirror for good if you just grab the wheel, take control,and steer your life in the right direction.

Get your ticket to ride right here.

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5 Personal Finance Blind Spots that Get Families in Trouble When The Rubber Meets the Road in Life

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June 3, 2019 — Bellingham, WA –  Life Goes on Roadmap™ Co-Founders Nancy Juetten and Steve Juetten — a CERTIFIED FINANCIAL PLANNER ™ Professional — share 5 personal finance blind spots that get families in trouble when the rubber meets the road in life via a content rich webinar that can be viewed anytime and anywhere.

The Juetten duo supports families in getting their personal finances organized so they can take control and drive their lives forward in the event of any of the Big D’s — disease, disability, diminished mental capacity, divorce, dis-empowerment, or death. They want couples and families to get on equal footing for those occasions when life serves up a bump in the road.

“Many people fear leaving a big mess for their family to clean up later, should something random or crazy happen to them.  Life Goes on Roadmap™ solves this problem in an engaging, empowering, and practical way,” Juetten says.

Among the top mistakes families make are as follows:

  1. No central safe place to save information.
  2. Missing key information.
  3. Not keeping information current.
  4. Keeping family members in the dark or choosing to stay there.
  5. Not making time and paying the consequences.

“It’s striking to see how many women we hear from who tell us that they are managing the finances and their husbands are reluctant to get involved,” Juetten said. “We want couples to gain equal access, power and control so either can step up when it counts,” she said.

“‘Head in the Sand-Itus’ can have serious consequences when a spouse dies unexpectedly and leaves the other spouse dis-empowered to manage the day to day details of life like bill paying, turning off the water, power and gas in an emergency, knowing where to find the passports, and even how to access and manage investment accounts. It’s a serious problem that causes families a lot of drama, trauma and chaos at the worst possible times,” Nancy Juetten says.

Access the free webinar via this link.

About Life Goes on Roadmap™

Life Goes on Roadmap is an affordable and empowering toolkit to organize personal finance information  so family members have power, access, and control, before any of the Big  D’s — disease, disability, diminished mental capacity, divorce, dis-empowerment, or death get in the way. Users welcome peace of mind when they organize important contacts, service providers, insurance information, bank or credit union accounts, investments, credit cards, and more so the information is accessible when and where it is needed, while starting important conversations that may have been delayed for years. Life Goes on Roadmap elevates the process of getting organized to be a game to win instead of an administrative task to put off until later, while bringing families together to have important conversations. The co-founders lead live virtual Get It Done days to hold clients accountable for completing their roadmaps, and the next one is coming up on June 15, 2019. Replays are always provided so customers can complete their roadmaps with expert support on a schedule that works for their busy lives.

About the Co-Founders:

Steve Juetten is principal of Juetten Personal Financial Planning, LLC. He’s a CERTIFIED FINANCIAL PLANNER™ Professional. Nancy Juetten is the Get It Done Guide who won’t let procrastination prevent her clients from getting ahead of what what life may serve up along the way so they gain power, access, and control when it really counts. This is a company that guides families to organize their crucial personal financial information so they can keep driving, even after a bump in the road. Their mission is to touch one million families, and it is going to happen one webinar and one live virtual Get It Done Day at a time.  Register for the anytime/anywhere webinar via this link.

Make purchases of Life Goes on Roadmap for yourself and family members at www.lifegoesonroadmapNOW.com.

Reach Nancy by phone or email at 425 641 5214 or nancy@lifegoesonroadmap.com.

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

Life Goes on Roadmap No Comments

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 …

Life Goes on Roadmap 25 Comments

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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