Licensee Kevin Copp's version of the Life Goes on Roadmap System

Nancy Juetten and Steve Juetten, CERTIFIED FINANCIAL PLANNER™ Professional

Licensee Kevin Copp's version of the Life Goes on Roadmap System

Life Goes on Roadmap™ is an empowering system for organizing personal finance information. When families use it, they have power, access, and control, before disease, disability or death get in the way.

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.

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.

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.

Sheryl Garrett, CFP, AIF

Award-winning author and Founder of the Garrett Planning Network endorses this system.

“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!”
Price: $197.00
Date Published: May 2, 2019
Author: Nancy Juetten and Steve Juetten, CERTIFIED FINANCIAL PLANNER™ Professional
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