A little over a year ago, my husband Steve and I started on a journey to empower families around the nation to get ahead of life before it happens. We debuted Life Goes on Roadmap™ and quickly discovered that we could meet a real need among families to get their acts...
Since August of 2018, Jean Keener of Keener Financial Planning has been sharing Life Goes on Roadmap™ with her clients. To date, she has ordered 50 Life Goes on Roadmap 3-ring binders. She and her team members are sharing them with retainer clients only during the...
Skip Fleming, CFP®, was the first Garrett Investment Advisor member to sign on as a Life Goes on Roadmap™ licensee last September of 2018. Skip saw the value in having the “get ready for life” conversation, especially since he served our country as a...
This is such a useful article about talking to your parents about their financial plans … https://www.apnews.com/2267ff773a0d4427ac09f87e7111807f Life Goes on Roadmap is a great way to start this conversation and get everyone on the same page before life hits a...
What’s your answer? True or False? We’ve surveyed many financial advisors about this, and we’ve talked to their clients, too. This fear is real, and it feels urgent, especially when someone we know or love crosses paths with home burglary, natural...
Are you one of the millions of viewers who are binge-watching #WhenCallstheHeart, presented by the Hallmark Channel? I sure am. Along with the other “Hearties” across the nation, I was reaching for the Kleenex when Jack Thornton’s life was tragically...
Are you one of the millions of viewers who are binge-watching #WhenCallstheHeart, presented by the Hallmark Channel? I sure am. Along with the other “Hearties” across the nation, I was reaching for the Kleenex when Jack Thornton’s life was tragically...
Have you joined the millions of people who are binge-watching the new Netflix TV show starring Professional Organizer and New York Times Best-Selling Author Marie Kondo? If you haven’t yet heard of her, she’s a powerful advocate for the life-changing magic of tidying...
Smart Money Moves — a new book written by three fee-only financial planners — reached Amazon #1 best seller status this week as young professionals and their parents rushed to purchase their copies. The book is packed with tips, hacks and strategies to make good money...
Have you ever wanted to be part of something bigger than what you could achieve on your own? This is something I’ve longed for. It started in the 1970’s while watching The Mary Tyler Moore Show on TV. The cast of that show was just so magical, and...
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