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!

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

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

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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 …

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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

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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.

#ThomasJGeraghtyJr.

#LifeGoesonRoadmap

#CFP

#CertifiedFinancialPlanner

#Licensing

#NAPFA

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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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A New Real Estate Closing Gift Debuts to Delight New Homeowners While Showing Care After the Sale

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While real estate professionals sift through their options to thank their buyers for doing business with them and fight overwhelm and confusion, the founders of Life Goes on Roadmap™ offer a refreshing new solution with lasting benefits.

Unlike bottles of wine, gift baskets, and other consumable gifts, Life  Goes on Roadmap is a tool homeowners are likely to keep for a lifetime. This system helps them organize their most crucial financial documents, personal contacts, household operations, and other household matters in one place before life serves up a bump in the road.

“Life Goes on Roadmap™ is a great gift to send to new homeowners three months after they move into their new homes.  It’s a great way to demonstrate care for the client after the sale,” says Nancy Juetten, co-creator of this powerful tool.

After completing a real estate purchase, buyers are excited about the dreams to come true in their new homes. They are already planning where they are going to place the furnishings, where they are going to store their valuables, and how they are going to learn to master the systems in their home (power, water, gas, HVAC, etc) so they can live comfortably and safely. They are also keenly aware of their finances and the resources that were required to make the purchase in the first place.

The Life Goes on Roadmap™ system for personal financial information organization is an empowering toolkit to support homeowners in getting their essential information organized and household contacts and operations mastered so they can be in control, no matter what life serves up next.

Home burglaries, natural disasters (fire, hurricane, flood) and the 4 D’s — disability, disease, divorce, or death — are ‘real life’ situations that can cause homeowners drama, trauma and chaos when they least expect it. The Life Goes on Roadmap system guides homeowners to get ahead of these situations before they hit close to home. The system includes accountability and proven tools and support to get the mission accomplished.

The creators have turned getting organized into a game to win instead of a chore to put off until later. They also share support and community so gift recipients can benefit from expert support, without requiring a moment of the real estate professional’s valuable time.

Juetten says, “Life Goes on Roadmap is a personal, practical, and profound gift that homeowners keep forever and consider an invaluable asset that serves them when life serves up a bump in the road. It helps them get the crucial financial documents and information organized, while also igniting important conversations that need to happen between family members.

Giving this gift can add fuel to referrals to the real estate professional who provided the gift in the first place. That offers the promise for more deals to get done.”

It’s available for purchase from this website.

Real estate professionals can also license and customize the system as their own.

 

 

 

 

 

 

About Life Goes on Roadmap™

Created by CERTIFIED FINANCIAL PLANNER™ Professional Steve Juetten and Nancy Juetten, Life Goes on Roadmap™ is a proven, practical, engaging system for personal financial information organization that real estate professionals and financial advisers can brand as their own to serve their clients more deeply, fill a gap that may exist within their own service offerings, set themselves apart as Life Goes on Roadmap™ preferred providers, attract referrals, and also make more money through inspired service. Life Goes on Roadmap can also be purchased on an a la carte basis to serve as a gift for a loved one or licensed and customized as a tool to call their own.

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