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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 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?
b I see in the Progress Meeting agenda for the Goal Progress Outlook meeting that the client can be given the Quality of Life™ Enhancer exercise as homework. I am MORE under the impression that this exercise should be done in person and administered by me. Why does it refer to the Quality of Life™ enhancer exercise as homework? Am I missing something?
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?
b What do you write in the "Where I Am Today" sections on the front of the Financial Road Map? If you are entering dollar amounts in the "Be" box,how are you calculating that from the info on the back of the Financial Road Map? Are you only calculating dollar amounts related to the 2 or 3 specific goals discussed?
b In the cases when it is obvious that resources/goals are not realistic in the Financial RoadMap interview, would you tell them they will probably have to adjust their goals, or do you politely disengage?
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