One way you can garner some attention once you’ve signed up for one of the Boulevard R plans is to circulate a press release. Here is a press release that Steve Stanganelli recently created:
Baby Boomer Retirement Pros Offer New Free DIY Online Starter Roadmap
with Dashboard Tool Kit
By Steve Stanganelli
Dated: Aug 12, 2010
The Baby Boomer financial planning specialists at Clear View Wealth Advisors, LLC have teamed up with an industry-leading financial education program creator to provide free online tools for consumers to use to track their financial goal progress.
The financial planning team at Clear View today announced a new partnership with BoulevardR.com, an interactive website which allows consumers to create a personalized, detailed financial Starter Roadmap that helps investors address a range of issues such as investment, savings and tax reduction strategies.
Steve Stanganelli, CERTIFIED FINANCIAL PLANNER ™ Professional and founding partner at Clear View said, “Whether you are retired, a Baby Boomer with a grown family or a recent college graduate, you can use and reuse this tool to check to see if you’re on track, making progress or need to adjust course.”
Stanganelli added, “In five minutes, less time than it takes to make microwave popcorn, you can find out how to get on track to meet your life goals with the online financial education resources” offered on and through the Quest company website.
Quest will host the Boulevard R software on its website and the BabyBoomerRetirementPro.com website and MoneyLinkPro.Wordpress.com blog of Steve Stanganelli, CFP® so that consumers can easily find out if they are financially on track to reach any type of goal including buying real estate, paying off debt, raising a family, paying for college, handling elder care for aging parents or building a retirement income nest egg.
The easy-to-use, interactive tool, developed by leading Certified Financial Planner™ professionals and a top behavioral economist, leads individuals through a process that evaluates their goals and helps them understand whether or not they are on track.
Investors can choose various financial goals such as buying a house, saving for college, or saving for retirement, and can drag-and-drop the user-friendly pictures onto a visual timeline.
Next, users enter details about their current income, family status, geographical location, debt amounts and ideal retirement goals. The tool then produces an eight-page Starter Roadmap and customized online Dashboard providing consumers with narrative explanations of strategies to consider as well as financial education resource links to sites such as Morningstar ®.
While other personal finance tools focus on cash flow management, BoulevardR.com and Quest offer consumers a unique financial Starter Roadmap document that highlights consumers’ current financial health and offers suggestions to get on track.
“It’s important for consumers to learn first-hand about the financial planning process, and this unique tool is a great way for them to get started,” said Marv Tuttle, CAE, Executive Director and CEO of the Financial Planning Association, the industry trade organization for financial planners which has also partnered with Boulevard R. “We hope this roadmap approach helps consumers understand the need for creating a solid, financial plan and will motivate them to work with a qualified financial planner to help plan their future.”
“Consumers need an easy, convenient way to dip their toes in the financial planning waters and see if they are financially on track,” said Matt Iverson, CEO at Boulevard R.
“By partnering with thought-leading service providers like Boulevard R, the team at Clear View is able to give consumers the tools they need to help them understand and improve their financial situation,” said Stanganelli.
To access the tool directly visit www.boulevardr.com/goals/SteveStanganelli
For more information visit http://www.boulevardr.com/welcome/SteveStanganelli or view a two-minute video tutorial describing the service here at:
About Steve Stanganelli, CFP ®
Steve Stanganelli, CFP ®, CRPC ® is a five-star rated, board-certified financial planning professional with over 20 years of experience coaching individuals and businesses on ways to improve and protect their bottom line.
His practice encompasses qualified plan design, retirement income planning, investment management, college funding strategies and exit planning for business owners and professionals. Steve is a published author on financial matters in the press and has appeared on Boston-area TV and radio.
Steve holds the CERTIFIED FINANCIAL PLANNER ™ and CHARTERED RETIREMENT PLANNING COUNSELOR(sm) designations and has been awarded a Five-Star Quality Rating by independent advisor rating service, the Paladin Registry, earned by fewer than 3% of financial planners.
Clear View Wealth Advisors, LLC