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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Progress from a Lean Start Up Called Life Goes on Roadmap™

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What if you left behind what you used to do and went ALL IN to create the product, service, or offering that felt like your most important work to do?

What if you applied your 100% focus to that new endeavor and let the cards fall where they may?

What then?

These are the questions I have considered most of 2018 as I did exactly that.

After spending years creating a platform as the Bye Bye Boring Bio expert and Get Known Get Paid Mentor, I set it aside to put my focus almost exclusively on Life Goes on Roadmap™ in January of this year.

Life Goes on Roadmap™ is a system for personal financial information organization that I felt called to co-create with my husband Steve to meet a very important need. I wanted power, access and control over our most important financial information and documents in case something should happen to him.  I also wanted to have the peace of mind that I could drive my life forward with confidence if it should come to that.

Once we got my own needs met in this regard, it occurred to us that families everywhere could benefit from what we created. We decided to go ALL IN and offer our ‘experience product’ for sale online.

Decisions We Made Early On

  • Operate as a lean start up and fund every initiative from cash flow.
  • Measure success by lessons learned and progress made, in addition to sales.
  • Earn social proof of the product and media credibility through the power of publicity and outstanding virtual training delivery.
  • Make it easy for potential clients and licensees to find us in a Google search, even as a new offering.
  • Forgo a fancy website in favor of a simple opt in page and a sales letter for consumer sales that promises powerful benefits.
  • Focus on three niches:  consumers – Prime Timers in particular, financial advisors, and real estate professionals.
  • Have a presence at two of the most relevant industry conferences that serve fee only financial advisors and seek out connection opportunities with real estate professionals, starting with people we already know.
  • Create special web pages to serve financial advisors and real estate/mortgage professionals to answer their questions and showcase the benefits of licensing our system as their own.

January:

  • We got a bright idea that inspired us to create a new ‘experience product’ quickly.
  • We had zero ezine subscribers.
  • We had zero endorsements from people of influence.
  • We had zero sales.

April, June and October

  • We hosted three Life Goes on Roadmap™ Virtual Road Trips for clients after promoting them by webinar, BeLive.TV broadcast, social media, and ezine. Our aim was to earn proof of concept and feedback to make our product and delivery even better, while testing various price points to determine which resonated most with buyers based on their purchase decisions.

July

  • We decided to offer our product to financial advisors to license and brand as their own as a means to touching more lives and making a bigger impact.

November

  • Life Goes on Roadmap™ has sold and served 140 families around the world to rave reviews.
  • We’ve earned 3152 opt in subscribers — thanks to creating a Facebook ad that has converted consistently. The list grows every day, and the Facebook ad has been shared 161+ times and invited 65+ comments so far.
  • Our product has earned endorsements from influential industry experts and groups, including Sheryl Garrett, NAPFA, and video bloggers to prime timers in Canada and Australia so far.
  • Our product has been approved for use by the compliance departments for LPL, GIA, and others, opening the door for thousands more to easily sign on.
  • We are proud that 11 licensees from across the USA  with one in Canada have branded our system as their own to support their clients in getting their acts together.
  • Families have become “I’m Ready for Anything Road Trippers” who are ready for whatever life serves up next, and they sing the product’s praises on social media, to their friends and family, and even produce YouTube videos to share the value.
  • We’ve refined our message as we’ve talked to thousands of people by webinar, teleclass, private and public Facebook messages, BeLive.TV video and more.
  • We’ve refined our fulfillment systems to be simpler and more efficient.
  • We’ve welcomed five figures in sales so far, and new licensees and consumers come on board every week.
  • We’ve funded our progress 100% from cash flow.

Resources that have Supported Our Progress

  • Chris Flett – Ghost CEO – business coaching on the licensing piece in particular
  • An amazing virtual assistant – Jacki Opferman
  • A talented graphic designer – Victoria Vinton
  • Facebook Faucet Training –  Tammy Lane
  • 123rf – royalty free images for Facebook Advertising
  • Copy coaching with Nancy  Tierney of Firecracker Communications
  • Web page design – Tina Walker of Delegation Divas
  • Our fulfillment house – Vervante
  • 1 Shopping Cart – online sales processing
  • LeadPages —  easy to create opt in pages that convert
  • Every online course, coaching engagement, webinar, or event I’ve attended since 2010 has played a role to acquire the know how and confidence to execute on every initiative.

Lessons Learned So Far

  • Focus matters. It’s possible to make bold progress on an inspired initiative when you declare it to be your top priority and let everything else be a distraction.
  • Think bigger from the start.  Aim high right out of the gate. We’ve been focusing on earning credibility and compliance approval among credible associations and organizations that serve hundreds or thousands of financial advisors. While it has been a slow and steady effort, we’ve gained meaningful traction in the early going with several influential organizations. This should set us up well to accelerate our results and impact in the New Year.
  • The message matters.  Listen carefully every day to what people say and respond with refinements that make a good effort even better.
  • Connect with potential clients in person — either by Zoom video conference, across the conference or dining room table, by sponsorship/exhibit table at the right ventures, or BeLive.TV. It’s a lot more effective than pounding potential clients by email.
  • Measure what you treasure and make smart decisions and take wise actions based on the numbers.  
  • Make a habit of reflecting on progress, honoring mis-steps and  mistakes to get the lessons, and celebrating wins, big or small.  It’s a long distance race, and it growth happens step by step and sometimes in a leaps and bounds kind of way.
  • Keep a positive attitude to help navigate the rough spots.
  • Make new friends along the journey.  Every conversation with a new person of influence in this new marketplace offers the opportunity to create a new relationship, be of contribution, and to receive ideas and support to fuel whatever may be coming next.  Be arms wide open to welcome the abundance with trust that it’s all good.

2019 is still to be written, and we intend to continue this journey and see what additional magic we can make.

Stay tuned for future updates from this lean start up known as Life Goes on Roadmap™.

 

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NAPFA Members Save When They License Life Goes on Roadmap™ as a Tool to Guide Their Clients Ahead of Crisis

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Today the National Association of Personal Financial Advisors (NAPFA) and the founders of Life Goes on Roadmap™ agreed to offer the 3400 members of the organization a 10% discount on lifetime licensing fees to brand Life Goes on Roadmap™ as their own in service to financial planning clients across the nation.

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.

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.

“We are thrilled that our system for personal financial information organization has been selected as a product that NAPFA membership officials deem of value to support CERTIFIED FINANCIAL PLANNER™ Professionals as they serve their clients across the nation,” Life Goes on Roadmap Co-Founder Nancy Juetten said.

About NAPFA

Since 1983, The National Association of Personal Financial Advisors has provided Fee‐Only financial planners across the country with some of the highest standards possible for professional competency, comprehensive financial planning, and Fee‐Only compensation. With more than 3,400 members across the country, NAPFA is the leading professional association in the United States dedicated to the advancement of Fee‐Only financial planning. Learn more at www.napfa.org.

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.

#NAPFA
#LifeGoesonRoadmap
#CFP
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Your biggest risk …

Business Success, Courage, Life Goes on Roadmap No Comments

Risk

[risk]
noun
  1. exposure to the chance of injury or loss; a hazard or dangerous chance: It’s not worth the risk.
  2. Insurance .
    1. the hazard or chance of loss.
    2. the degree of probability of such loss.
    3. the amount that the insurance company may lose.
    4. a person or thing with reference to the hazard involved in insuring him, her, or it.
    5. the type of loss, as life, fire, marine disaster, or earthquake, against which an insurance policy is drawn.

While attending a mix and mingle party last week, the guests gathered in small groups to answer deep questions and get beyond typical small talk.

There were little cards to review — each with a provocative question on each.  Our task was to answer the question.

My question was “What is the biggest risk you’ve taken?”

I thought about it and said that it’s been a big risk to walk away from the work upon which I have built my professional reputation since 2001 to focus on a new initiative that feels like it’s my most important work to do to date.

Folks said, “It hasn’t looked like a big risk to us. It has looked seamless and natural.”

That got me thinking.

My hubby Steve and I had quite a conversation about it.

He turned to a sports analogy.

Steve said that those divers who jump from the high tower to do all those flips, twists, and turns invest years and years of practice to make their dives look seamless and natural.  All that practice pays off in the clutch moments when gold medals are at stake.

When  Sully landed that plane with 155 passengers on board on the Hudson River, it was his 40+ years at a pilot he drew upon to make an epic decision in a dire situation to save every soul on that flight.

Since 2006, I’ve been creating information products, leading group courses, speaking live and virtually, list building, and copy writing in connection with my other business. It’s taken years to hone and practice those skills to create impact for clients and in my own balance sheet.

When I switched my focus to Life Goes on Roadmap™ this year, I applied what I had learned from all those prior years of study, practice, and action to the new initiative with extreme focus. What has been different this time is how many times I have said NO to other things that could have distracted me from my primary goal.

It’s been a huge risk to take nevertheless.

  • Walking away from being known in a certain way to blaze a whole new trail is a big deal.
  • Being resourceful to apply all the skills acquired over the years to start up and grow without taking on debt or betting the farm is a big deal.
  • Creating buzz and credibility for a new offering takes confidence, persistence, and moxie.
  • Creating something from nothing in collaboration with my husband less than a year ago to make an impact for clients and make money is a big deal, too.

If it looks seamless and natural, make no mistake.

There is a lot of paddling going on below the surface to make the dream work.

We are working it.

Every single day.

  • What is the biggest risk you’ve ever taken?
  • What have you learned?
  • What are you doing to work the dream and live the risk every day?

Comment below. Go ahead. Inspire me!

 

 

 

 

 

 

 

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