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Penny Marchand

“As a comprehensive financial planner I have found Final Roadmap to be a valuable tool to help clients navigate end of life planning.  The thorough questionnaires provide a wonderful base for client conversations and helps the planner guide the client through difficult discussions such as medical wishes, memorial service planning, messages to loved ones, and allows specific requests that formal estate planning documents don’t provide.  Clients love the extra touch and appreciate the extra care about their lives.

If a client has gone through this process and has stored their documents in the Final Roadmap vault and given their loved ones access to the information, then their end of life planning has been thought through when they’re healthy and viable.   This enables end of life issues to be handled smoothly and peaceably and can ease a lot of family pain.

Final Roadmap provides a group package for financial planners and this extra service has become an appreciated value-add for our clients.”

Penny Marchand, Cambridge Financial Group, Tucson AZ


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