Financial Advisors use Life Goes on Roadmap ™ to help families organize crucial financial information in 1 day before crisis, 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 financial 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 boost your lead generation, 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 nancy@lifegoesonroadmap.com 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.

No need to get bogged down with content creation as we have done it all for you, and you can put your name on it!

Here’s a short webinar replay to bring the benefits alive:

Five tools light the way:

The Life Goes on Roadmap™ Free Report to serve as a lead generator

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.

Life Goes on Roadmap™ Game  Board

Life Goes on Roadmap™ Client Only User Group

This is a way to conveniently ask and get answers to questions, gain access to timely program updates, and make suggestions to enhance the system. In addition, this user group is an avenue to benefit from occasional bonus training and tools about using the system and marketing a professional service firm.

We want to kick procrastination to the curb and give couples the critical tools, resources, and the accountability they need so that they can be prepared before life happens to them.  That’s why we want to make our system available to financial advisors and other professionals to make an even bigger impact.

“Implement the ‘Life Goes On Roadmap’!  Enable easy, secure access to all your documents, passwords, contacts – everything that matters – in one place, so your partner or loved ones will have the critical information when needed.  Give your loved ones and yourself this gift!”

“Financial planners and advisors are licensing these resources and personalizing them for their clients’ use.  What a wonderful, out of the ordinary, but extremely practical and affordable gift.  I’ve already recommended the Life Goes On Roadmap and the recipient was very happy to learn these resources exist. I think it’ll be a holiday gift for my extended family this year. Wonderful resource!  Thanks, Nancy and Steve Juetten!”

– Sheryl Garrett, CFP®, AIF,  
Award-winning author and Founder of the Garrett Planning Network

Benefits:

It offers a way to enhance ‘bundled services’ so advisers can charge more for the value and make more money from every client relationship.

It opens the door for deeper service delivery to strengthen client relationships.

It sets the firm apart from others who don’t offer this service. This is a fresh, fun, optimistic, engaging, and practical approach to guide couples in the prime of their lives to get their acts together for epic adventures still to come as opposed to a ‘gloom and doom’ end of life guide.

This is a proven system that fills an urgent, important, and unmet need among many clients who need to organize their most crucial personal financial information to enjoy power, access and control for those moments when life serves up a bump in the road.

It can ignite quality referrals from happy clients who are inspired to refer their family and friends to benefit.

It can also be used as a tool for lead generation. When clients get this important, personal work done, they already know you’ve got their back and naturally want to know how else you can support them.

Advisors can get ahead of panic calls from clients under duress because Life Goes on Roadmap™ prepares clients in advance and protects them from some of the drama, drama, and chaos that can unfold when life hits the fan.

The Life Goes on Roadmap™ Users Group on Facebook offers ongoing expert access and training to support users in making the most of their investment. Monthly calls and/or trainings posted to a members only portal give users the opportunity to get questions answered, benefit from marketing ideas that are paying off, and access to relevant expert interviews and product updates.

Our Approach:

By providing an optimistic and playful approach that mimics taking a road trip, couples take on the important task of organizing their financial lives as an adventure of discovery.

They become “I’m Ready for Anything Road Trippers” who stop procrastinating, start powerful conversations, shift roles to get on equal footing, and then course correct if necessary.

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As a result, when life happens to them — as it inevitably will —  clients suffer less aggravation or costly time away from jobs or businesses searching for essential information they need when it really counts. Most importantly, they can enjoy life today with peace of mind because they will be empowered to drive life forward and advocate for their partner, no matter what.

What Sets Life Goes on Roadmap™ Apart:

Unlike boring and exhaustively detailed end of life informational resources that have a ‘gloom and doom’ message and end up being shelf help that goes unused, this is a system clients find easy to use and enthusiastically recommend to their friends. It guides those in the prime of their lives to get ahead of life before life happens. Road Trippers take an upbeat adventure of discovery that ultimately saves them hours of trauma, drama and chaos — and big money — while empowering them to be more present in those moments when the moments matter the most. They enjoy the flexibility to complete their journey on a schedule that suits their busy lifestyle. Whether they go fast or slow, we just want our clients to get in the car and GO to welcome the sense of accomplishment and control they experience when they get this important job done.

There are 85 million Baby Boomer across the USA who can benefit from this powerful, playful, affordable system. It can also serve the people they love, while making a big difference.

How Much is Your Wise Investment to Welcome All the Benefits?

What is the average value of a client to your firm?

When you attract one new client to your practice, you can likely recapture your lifetime licensing fee. That will make renewing year after year an easy YES so you can benefit from updates and upgrades to the system as we grow.

If you elect to gift this system to your clients, keep in mind that the more families you serve,  the lower the cost per household. For example: If your firm serves 300 clients and you divide the investment for your lifetime license by the number of households, the average cost per client is surprisingly low for the profound value.

Here’s How Life Goes on Roadmap™ can Directly Benefit You and Your Clients:

Again, the Life Goes on Roadmap™ System can serve as:

    • A system you can call your own that fills this need for clients, while saving you time and effort to create a similar product of your own;
    • An additional offering to boost the value of your bundled services, while increasing revenue and meeting a real and likely unmet need for your clients;
    • The Life Goes on Roadmap™ free gift can serve as a tool for new client lead generation; and
    • The system can serve as a timely and useful client appreciation gift.
    • Here are 20 specific ways to use Life Goes on Roadmap™ to serve and grow.
      20 Ways to Use the Life Goes On Roadmap – August 8, 2018

Read the sales page to get an even more complete picture
of what we have created for happy clients across the USA.

Hundreds of clients have taken this trip and are singing its praises so far.
We’ve only just begun to make our best impact!

Let’s get a call on the calendar to explore how a license to white label Life Goes on Roadmap™ can boost your lead generation, 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 nancy@lifegoesonroadmap.com 

or dial 425 641  5214.

Looking forward to a great conversation!

Ready to get on board? Choose from three convenient payment options.

When you invest in full, you’ll receive the high value bonus of a DONE FOR YOU video news release that will announce to the world your new status as proud Life Goes on Roadmap™ provider. The writing, production, and distribution to hundreds of relevant media outlets is included. This makes it easy for your ideal clients to find you and do business with you as your star as an innovator in your field continues to rise. This is a $1297 bonus value that is yours for investing in full in your wise strategic investment in your lifetime license for Life Goes on Roadmap™. Click on the image to see an example.

Invest in Full

9 Payments of $300

12 Payments of $250

Renews Annually at $250

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Invest in Full (NAPFA members)

9 Payments of $270 (NAPFA members)

12 Payments of $225 (NAPFA members)

Renews Annually at $225

Want to sample our two powerful free gifts?
Let’s make that easy for you.
5 Blind Spots that Stop Financial Empowerment
and How to Course Correct for a Smoother Journey
Make Getting Organized a Game to WIN
Instead of a Chore to Put Off Until Later