Toward the end of the All the Money Conversation™ there's the following statement, "And there you have it. Any surprises so far?” What does the "it" refer to?

Article ID: 165
Last updated: 20 Nov, 2019

The client will decide what “it” refers to. And it doesn’t really matter whether they view the question from, only the All the Money Conversation™ or the entire Financial Road Map®.


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b Is the insurance listed on the Financial Road Map® in that order for a particular reason? If yes, should the insurance grid mirror this order? As I was putting together the grid, I realized it made it easier to quickly refer to them if they were in the same order - and not risk leaving something important out. What drove the choice of order for insurance on the Financial Road Map®?
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b Does the Financial Road Map® differentiate between the resources used to fund Goals vs. those used to fund Lifestyle?
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