How often do you update the Financial Road Map® and what exactly is updated?

The All the Money Conversation™ is updated at every Progress Meeting. What does Mark Little teach in the Three Meeting Process™? A Financial Road Map® update meeting, which is mostly just a goal update. Are the goals still relevant? Do the dates need to change? Do the amounts of money need to change?

I think that it is seldom necessary to re-do the Values Conversation™. I can't think of a scenario where I would re-do the Values Conversation™. I would trust my instincts based on the actual experiences between myself and the clients to determine this.