Certified Financial Planner Professional™ Steve Juetten’s wife Nancy asked an important question over the holiday season.
“What if you were hit by a truck tomorrow? What would I need to do to keep our household, finances, and assets moving forward, no matter what?”
Juetten responded by organizing their financial lives built over 30 years of marriage in a few sheets of paper and a password protected thumb drive that is now safely stored in the couple’s safe deposit box.
Today, he makes a portion of his system of personal finance organization available to Baby Boomer married women and those who love them as a free digital download so families across the nation can do the same thing.
Juetten’s clients often ask him to look after the financial welfare of their surviving spouses, should something happen to them. That is what fueled his creativity to come up with a solution that could be of service to families everywhere.
Juetten encourages users to follow the R.O.A.D.M.A.P. to achieve power and control, no matter what life dishes up next.
He says that organization offers peace of mind, while saving precious time and resources. Those are powerful benefits worthy of timely attention right now.
The Life Goes On Roadmap is a simple checklist that can be downloaded for free at www.lifegoesonroadmap.com to start the process of getting one’s personal finance information in order.
About Steve Juetten, Certified Financial Planner Professional:
CFP® Steve Juetten is the Principal of Juetten Personal Financial Planning, LLC – a fee-only financial planning company that guides busy professional people to make the most of their money so they have more time to do what they love. One division serves baby boomers. Another division serves early career professionals who want to get a jumpstart on using their money wisely to achieve their goals in life. He invites families everywhere to download the Life Goes on Roadmap to start the process of organizing personal finances today at www.LifeGoesOnRoadmap.com.
For Media Interviews, Contact:
Nancy Juetten – 425 641 5214