Introducing a Tool to Share with Employees and Clients that Offers Lasting Impact.

It Helps You Serve More Deeply, Stand Apart,

Exceed Expectations, Invite Loyalty, and Encourage 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.


What’s Different

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.


What’s Included

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.

Life Goes On Roadmap® Game Board

“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!”

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


It lasts a lot longer than chocolate, champagne, or other consumable gifts. It’s a great item to share after service delivery or within 8 weeks of clients moving into their new homes to help them get organized in important, nitty-gritty ways.

It opens the door for deeper service delivery to strengthen client relationships.  Invite clients to complete the three sections of the digital organizer that would give them the greatest ‘run for the money’ if something random or crazy should happen, and meet with the client to discover how to bridge any gaps that came up during their homework assignment.  

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 families in the prime of their lives to get their acts together for epic adventures still to come.

This is a proven system that fills an urgent, important, and unmet need among many families that 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 and other professionals 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 founders offer live virtual trainings and convenient replays so your clients can be guided to get their information organized and their questions answered without you having to deliver the training yourself!

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.


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.


Quantity Purchases – Digital Version of Life Goes On Roadmap®

This digital system for personal financial information organization sells on an a la carte basis to consumers from our website for $97.

Organizations can make purchases to serve the right number of team members and renew their access to downloads as needed for the relevant fee.

Our team will fulfill the gift for you.

Price per Download
Optional 3-Ring-Binder
Save $97 on Each
25 copies $55 $1,375 $100 plus shipping
26-50 copies $50 $2,500 $100 plus shipping
51-100 copies $45 $4,500 $100 plus shipping
101 – 200 copies $40 $8,000 $100 plus shipping
201-300 copies $35 $10,500 $100 plus shipping
301 – 400 copies $30 $12,000 $100 plus shipping
401 – 500 copies $25 $12,500 $100 plus shipping
Custom Orders
501 or more* N/A $15,000 $100 plus shipping


*Let’s explore co-branding, customization, and other desired benefits.

Let’s get a call on the calendar to explore how a quantity purchases of the digital version of Life Goes on Roadmap® can serve your most valuable team members and clients in an even deeper way.

Book a call using my convenient online appointment scheduler,

or you can reach out at

or call 425 641 5214.

Call 425 641 5214 or send email to