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Bellevue Chamber News & Happenings: Members Making News

Juetten Personal Financial Planning, LLC

Tuesday, February 20, 2018   (0 Comments)
Posted by: Ashley Clemmer
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Certified Financial Planner Professional™ Steve Juetten's wife Nancy asked an important question over the holiday season:

What if a person was hit by a truck tomorrow? What would they need to do to keep their 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 gift 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.

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.

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.

 

(PR Reach, 2/12/18 and Authentic Visibility, 2/6/18)


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