Thomas J. Geraghty Jr., CFP®, of Stonegate Wealth Management has signed on as the newest Life Goes on Roadmap™ licensee, Nancy Juetten announced today.
Life Goes on Roadmap™ is a powerful system for personal financial information and document organization. It offers a way for financial advisors to demonstrate their fiduciary duty to clients before a home burglary, natural disaster, or one of the 4 D’s — disability, disease, divorce, or death — hit close to home.
This collection of proven, practical and empowering tools prepares clients and their families for “God Forbid” and “What If” moments before they become hardships, while igniting powerful conversations that need to happen before life serves up a bump in the road.
“I’ve been very impressed with the comprehensive, engaging system to support clients in getting their financial documents and information organized. I see Life Goes on Roadmap™ as a value added benefit that can serve my clients in a meaningful way,” Geraghty said.
One of the ways this system sets itself apart is that it transforms getting organized into a game to 
win instead of an administrative task to put off. Advisors can give this system to their valued clients as a gift or assign a value to it and bundle the system into their existing offerings.
Advisors across the nation use this system to add value to their existing services, deepen client relationships, set themselves apart in the marketplace, invite referrals, and make more money.
Visit www.bit.ly/deeperservice to learn more about using Life Goes on Roadmap™ in a financial planning practice and schedule a chat to determine how to get started.
About Thomas J. Geraghty, Jr., CPA, CFP®
Thomas J. Geraghty Jr. is a partner and senior wealth manager with Stonegate Wealth Management and a member of the National Association of Personal Financial Advisors – NAPFA. An experienced financial planner with more than twenty-five years experience, he is dedicated to providing financial, estate and tax planning services. He focuses on the client’s agreed upon financial goals. He will typically bring together a professional team to generate both short-term and long-term solutions. His personal communication skills and professional acumen benefit the firm’s clients in the following ways:Identify current deficiencies
- Create an integrated financial / life plan
- Mitigate complex financial problems
- Reduce significant estate planning challenges
- Recommend and implement changes
- Monitor progress and readjust as needed to ensure long-term success
About Life Goes on Roadmap™
Created by CFP® Steve Juetten and his wife Nancy Juetten, Life Goes on Roadmap™ is a proven, practical, engaging system for personal financial information organization that financial advisors can brand as their own to serve their clients more deeply, fill a gap that may exist within their own service offerings, set themselves apart as Life Goes on Roadmap™ preferred providers, attract referrals, and also make more money through inspired service. Learn more at www.bit.ly/deeperservice.
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