Introducing Quantity Discounts for Life Goes on Roadmap™ to Say “Thank You” or “Welcome Home” to Clients in a Lasting Way

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Now enterprise-level companies such as senior care homes, residential real estate brokerage companies, residential moving companies, and credit union service organizations can buy Life Goes on Roadmap™ 3-ring binders in quantity with preferred pricing.

This is a new way to say ‘thank you’ , ‘welcome home’ or ‘welcome as a new member to our organization’ that can surprise and delight clients after the sale, while serving clients and their families in a practical, profound way.

Life Goes on Roadmap™ helps families get their households and crucial financial information organized so they can 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.

Co-Founder Nancy Juetten says, “Clients 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.  This is a gift that clients 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 the client and his/her family 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 adds, “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 is seamless, easy to implement, and cost neutral.”

Clients receive the 3-ring binder, the digital downloads of the game board, guidebook, and digital organizer, 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.

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.

*All 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.

Orders of 51 or greater benefit from a full-page client letter to grant client’s access to the digital tools and support that make the system even more valuable, while also expressing gratitude to clients for their business, sharing contact information, and inviting referrals. Gift givers can include an optional gift note to add an even more personal touch.

Logistics

  • For quantities of 50 or fewer, the corporate team member processes orders from the the online invitation page at www.lifegoesonroadmapNOW.com. Enter the client’s name, home address, and email address, along with the company name in the ‘how did you hear about us’ field as they make convenient online payment with VISA or Mastercard for the physical version of Life Goes on Roadmap™ that also includes all the digital tools, expert guidance, support in the client-only Facebook community, and accountability to get to completion.
  • For quantities of 51 or more, the team member processes orders for the company’s version from our fulfillment house’s online bookstore. Their preferred payment method will be on file. Quantity discounts are valid for orders processed at the same time. The full-page client letter that is Page One of every system offers a VIP code so clients can access the digital tools and support that make the system even more valuable. Their online account is credited with an equal number of digital downloads as to match the number of systems purchased. The client can purchase additional downloads for a negotiated price if they wish to encourage clients to share the digital materials with others.

Next Step:

  • Call or email Nancy Juetten to get your questions answered and initiate your quantity purchase today.  Nancy@lifegoesonroadmap.com 425 641 5214

About Life Goes on Roadmap™

Life Goes on Roadmap is an affordable and empowering toolkit to organize personal finance information do families  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 …

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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.”

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

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

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

So here’s bright idea…

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

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

Amy, Michelle, and Chris were among them.

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

Here’s what Chris had to say:

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

Michelle, Chris’ wife, had this to say:

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

Amy said:

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

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

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

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

Join us.

Just register at www.lifegoesonroadmapNOW.com.

Warmly,

Steve Juetten, CFP®

Nancy Juetten, Your Get It Done Guide

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Maybe you’ve seen it.

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

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

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

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

Our work is purposeful and important.

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

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

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

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

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

We’ll enjoy more discretion to enjoy life.

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

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

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

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

What a grand adventure this will be.

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

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

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

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

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

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

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

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

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

The time to make it all happen is right now.

 

 

 

 

 

 

 

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

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

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

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

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

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

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

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

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

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

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

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

Together, the rising tide lifts all the boats.

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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!

Life Goes on Roadmap 2 Comments

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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