It might sound like this, after the normal opening where you introduce the tape recorder, “The first thing we are going to do is to explore what’s important about money to each of you. Jack, we had this conversation on the phone, so Susan we are going to start with you today. What Is Important About Money To You?”
Start with a fresh Financial Road Map® that does NOT contain Jack’s answers from the phone conversation. After you have completed Susan’s Values Conversation™, then do Jack’s Values Conversation™ again. Even though you already had this conversation with Jack on the phone Susan did not hear it. And it’s very valuable for each spouse to hear the other’s Values Conversation. ™
If you had the Values Conversation™ with both spouses on the phone, simply use the Financial Road Map® you already started over the phone, open with the usual opening, and then say, “Jack and Susan we had a really nice discussion on the phone about what’s important to you. Susan, let’s recap what you said is important to you…” Review Susan’s values, if appropriate take her further up the values staircase, and do pre-commitment. Then do the same for Jack.
