Help Your Clients Explore Values, Identify Goals and Get a Clear Understanding

Financial Road Map® by Bill Bachrach

Financial Road MapThe Financial Road Map® is designed to help your clients explore their values, identify their goals and gain a clear understanding of their financial health and future direction. The Financial Road Map® process is an intellectually stimulating and emotionally rewarding experience, and it highlights the awesome responsibility you have to help your clients learn to “Live Life on Purpose.”