Final Roadmap was created to make end of life planning easier, manageable and affordable for your clients.
Our online toolkit allows members to create, compile and safely store documents and directives – with the option to share the documents they select, with the individuals they choose, in the equivalent of an electronic vault.
Why Financial Planners Value Final Roadmap
Any Financial Planner knows the complexities involved in helping clients prepare for their future. Final Roadmap helps break down the often overwhelming process of end of life planning into small, manageable steps. Learn more about how it works.
As a trusted advisor to your clients, Final Roadmap gives you an additional, invaluable tool that will help distinguish your practice from others:
• Enhance client retention and add value to your client offering, positioning your firm as a trusted advisor, rather than just a service provider.
• Benefit from clients being better prepared and organized in advance, thereby saving you (unbillable!) time and money spent sorting through all of those unorganized documents.
• Enable your clients to have access to a single depository for all of their important papers and legal documents, including wills, advanced directives, healthcare proxies, deposit and securities accounts, etc.
Who Should Have a Final Roadmap?
• People who value preparation and thorough planning
• Healthy adults planning their financial future
• Anyone experiencing a significant life milestone (such as marriage, divorce, parenthood, new job, etc.) • Any person with real health concerns
A Tool to Help Make the Planning Process More Manageable for You AND Your Client
You’re already having important conversations with your clients about their future. These conversations can be complicated and emotionally overwhelming for many clients. Final Roadmap can be your most important tool in getting it all organized, readily accessible, and digestible by your client. The BEST time to introduce Final Roadmap can include the following:
• When you do your annual review with your client
• When a client’s spouse dies
• When making plans for college savings, trust funds, or retirement
• When there’s a marriage (or divorce!) in the family
• When a child or grandchild or even great grandchild is born
• When your client has received an inheritance
• When your client’s tax bracket changes
Whenever the time, introduce the topic with the same straightforward, professional tone you use whenever discussing planning for the future.