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When you have multiple similar goals (2 college funds for kids, 2 wedding funds for kids)… Do you combine them into one shield on the Financial Road Map®?

Article ID: 149
Last updated: 20 Nov, 2019

You can combine them.

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b What if their goals are out of line with their resources and/or expectations? This is not always obvious to us in Financial RoadMap interview. What is your recommendation for addressing after you've already done the plan?
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b I had a great Financial Road Map® this week however the length of the meeting was way too long. I went through four goals and on one goal the clients had a disagreement on what that goal would be; a retirement date or the option to work or not. We took some time to come up with an agreement on what that goal would be. Effectively, we created one date/goal for each partner. How many goals are ideal and what do you do when they disagree on a goal?
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