Baby Boomer Retirement Pros Offer New Free DIY Online Starter Roadmap with Dashboard Tool Kit

The Baby Boomer financial planning specialists at Lynnfield, MA-based Quest Financial 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
Sample Starter RoadMap
Sample Starter RoadMap
April 13, 2010 - PRLog -- The financial planning team at Quest Financial today announced a new partnership with, 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 member of the Quest Financial retirement income planning team 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 website and 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 imamn to consider as well as financial education resource links to sites such as Morningstar ®.

While other personal finance tools focus on cash flow management, 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. “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 Steve Stanganelli, CFP® of Quest Financial Services, a fee-only financial planning and investment management outfit located in Lynnfield, a suburb of Boston.  

“By partnering with thought-leading service providers like Boulevard R, the team at Quest Financial is able to give consumers the tools they need to help them understand and improve their financial situation.”

To access the tool visit or

For more information visit 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.

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Quest is an independent fee-for-service Registered Investment Advisor firm formed in 1996 providing wealth management, financial planning and investment management services to individuals, families, business owners and organizations. The team provides objective personal financial planning advice on a flat fee or hourly fee basis as well as risk-controlled investment management for personal portfolios.
Source:Steve Stanganelli
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Tags:Retirement Planning, Financial Planning, Ira, Save For College, Pay For College, Buy Real Estate, Start A Business, Cfp
Industry:Finance, Mortgage, Free
Location:Lynnfield - Massachusetts - United States
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Page Updated Last on: Feb 26, 2011

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