What if you could quickly reach AFTER status and serve your clients in a world class way?
Financial Advisors, Real Estate Professionals, Insurance Professionals and More use Life Goes on Roadmap ™ to help families organize crucial financial information in 1 day before crisis, home burglary, disability, disease, or death stop them.
Life Goes on Roadmap™ is an affordable and empowering toolkit to organize personal finance information for today’s digital age so you and your clients 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
Let’s get a call on the calendar to explore how a license to use Life Goes on Roadmap™ can improve client retention, fuel new client referrals, and serve your existing clients in an even deeper way.
You can book a call using my convenient online appointment scheduler,
or you can reach out at firstname.lastname@example.org or call 425 641 5214.
Created by a fee-only fiduciary who is also a CERTIFIED FINANCIAL PLANNER Professional and his wife, Life Goes on Roadmap starts powerful conversations now with family members to shift roles and responsibilities as needed to ensure a smoother journey, no matter what happens next.
Unlike old fashioned paper systems, Life Goes on Roadmap is suitable for today’s digital age. It offers a safe and secure way to enter, save, update, and share the information that covers 16 important pages of crucial information with the right people who have a need to know.
In today’s online and electronic world in which people have hundreds of online accounts and subscriptions, a safety deposit box with insurance papers and a short letter no longer do the job.
Those who license the system for their use can encourage their clients to get this done.
Users can choose between the digital version or the ship-to-your-home version so they can get life and finances organized now to avoid drama and chaos later when life serves up a bump in the road.
The benefits of getting organized now before a major life event happens are:
1. The ability to quickly and effectively take control of personal finances when a dramatic life event happens.
2. Live more confidently with increased peace of mind having control of personal finances.
3. Feel great knowing that personal information is safe, secure, current and accessible to those who have a need to know.
4. The opportunity to open up conversations about money issues and course correct for even better things to come.
This system — including all the elements of this powerful toolkit — is available for financial advisers and other professionals to label as their own to guide their clients to welcome these outcomes, too. Professional service providers get the benefit of done-for-you tools and resources without having to invest the time, effort, or resources to create their own.