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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 the two do not agree on a goal? Or, When one participant does not respond affirmatively to (or at all) to the goal of the other, how should the advisor ask if they approve / agree?
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b As I’m reviewing the Financial Road Map® Interview should I be taking notes on the details of the goals as they are talking about them? For example, the client is talking to each other about how much money they will need for a down payment and which neighborhood they may want to live in and how much they can expect to net from the sale of their current house and how they would get the additional funds needed from traditional loan, from family. Should I add that detail to my CRM? Use it to build the financial plan? Is there a difference if I’m listening only to improve my skills or listening because they hired me and am listening to make sure I “get it right for them”? Thoughts?
b Does the Financial Road Map® differentiate between the resources used to fund Goals vs. those used to fund Lifestyle?
b Is there a script for scheduling a Phone Appointment for the Trusted Advisor to take the client through the Quality of Life™ Enhancer Exercise?
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