In a recent Phone Consultation™ I had the referral go all the way up the Values Staircase™ after which we continued halfway up the other one. While this was one of the more extreme number of steps, I do run out every now and then while on level 3. The Financial Road Map® tends to get a little messy as I draw additional steps to the staircase. What would be a practical way with finesse to continue without losing the flow of the conversation?

Article ID: 156

Last updated: 20 Nov, 2019

I just write in the margin until I get to the top of the Financial Road Map®. However, you could continue on a separate piece of paper that you position at the top of the Values Staircase™ and then actually tape that piece of paper to the top of the staircase so it flows well.

I think the way you handled it is fine. Most Values Conversations™ are completed within the steps, so don’t sweat the things that only happen occasionally.

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Values Conversation™ -> Values Conversation™ Misc.

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