Marty Levy

Dear Joel,

Wow! I don’t know what to say.  We just spent a couple of days with you and I am completely blown away by TheRoadmap.

I’m a 27 year industry veteran, and have  never seen such a simple yet compelling process for helping people identify their best opportunities, recognize their dangers, and create a plan and path to achieve their financial goals.  The Roadmap is exactly that: a financial path for identifying where people are, and guiding them to where they want to be…