Introducing a Tool to Share with Clients that Offers Lasting Impact.
It Helps You Serve More Deeply, Stand Apart,
Exceed Expectations After the Sale, and Invite Referrals.
If your company serves families and homeowners during important times
of transition — buying a home, moving to senior housing, getting estates in order, or planning their finances
to prepare for the next chapter — Life Goes On Roadmap™ is a tool that bridges a gap not met by your current services.
It gets clients talking and taking important actions that will save them drama,
trauma and chaos when the rubber meets the road in life.
What We Do
We guide families and homeowners to get their acts together before life hits a bump in the road
so they never have to worry about leaving a big fat, conflict-filled mess for their family to clean up later.
We’ve transformed getting personal finances and documents organized into a game to win
instead of a chore to put off until later as we bring nitty-gritty financial empowerment to all.
We also hold our clients’ feet to the fire to get this done and even make it fun.
What It Is
Life Goes On Roadmap™ is a simple, empowering, and complete toolkit that helps families and homeowners
get their households and crucial financial information organized so they know how to access crucial documents, investments, and accounts and
who to call in an emergency.
Families appreciate a gift that gets them talking about important, nitty-gritty household, money, and ‘life and death’ matters before
any of the Big D’s – disaster, disease, disability, diminished mental capacity, divorce, or death – cross their paths.
This beautifully and playfully designed toolkit includes a guidebook, an easy-to-use information organizer, and a game board.
Digital versions of these powerful, proven tools are also included, along with 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 Roadmaps™.
Clients also get to join our client-only Facebook community to benefit from expert access and support from the co-founders.
Life Goes On Roadmap™ GUIDEBOOK – the GPS to success!
Life Goes On Roadmap™ ORGANIZER
Divided into 16 sections, this is the simple DIGITAL tool is used to capture and update crucial information.
Data is entered and then saved offline to an encrypted thumb drive for maximum security and accessibility.