Roadmap Organizer PC Version
This digital organizer is part of the Life Goes on Roadmap™ system for personal financial information organization.
Then, look for the tabs along the bottom of the organizer for instructions.
It’s simple to use when you follow the instructions step by step.
There are additional instructions for completing this important task in the Life Goes on Roadmap™ Guidebook that is part of your complete system for personal financial information organization.
If you have not YET purchased this system, this link will make that easy:
If this system was given to you by a financial advisor, insurance agent, real estate professional, or accountant, be sure to thank them and send referrals their way.
If you would like to license our system for your use, this is a link to learn more about that:
You will NEVER regret getting organized, and we hope to earn your thanks and referrals for guiding you to get this done, while also making it fun!
Steve Juetten, CFP®