Several of my clients (mostly women) come to me between the final stages and they want to make some sort of personal connection before jumping into the Financial Road Map® conversation. Usually this consists of listening/empathizing for 10 – 15 minutes (or more) before we begin. Often, they are still in survivor mode and they cannot think about more than one goal (like, how do I keep the house). Jumping straight into the Financial Road Map® without making the connection has been awkward and less productive. Any advice?

Article ID: 171

Last updated: 20 Nov, 2019

One of the main benefits of the Values Conversation™ is making the personal connection you describe. I suggest that you follow the process with these people and see what happens. I believe that you will find that it both accomplishes the personal connection you describe and helps them shift from being in the weeds about their divorce and takes them to a more positive emotional place where they can be more resourceful and think about their future.

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