Life Goes on a Road Trip Literally! — We’re Moving to …

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 together before life hits [...]

Trio of Bellevue Financial Planners Debuts Smart Money Moves Book to Inspire Professionals Early in Their Careers to Make the Most of Their Money and Their Lives

For Immediate Release January 30, 2019 Three financial planners from Juetten Personal Financial Planning, LLC have released a new book for professionals early in their careers about getting on track and staying on track with their money, just in time for goal setting in the new year. Smart Money Moves: Get On Track and Stay on [...]

CFP® Thomas J. Geraghty Jr. signs on as the newest Life Goes On Roadmap™ licensee

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 [...]