What do you write in the "Where I Am Today" sections on the front of the Financial Road Map? If you are entering dollar amounts in the "Be" box,how are you calculating that from the info on the back of the Financial Road Map? Are you only calculating dollar amounts related to the 2 or 3 specific goals discussed?

Article ID: 235
Last updated: 20 Nov, 2019
The “NOW” box is the net number from the math you did during the All The Money™ exercise. It’s never more than one number. Nothing goes in the “BE” box.

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b When running through the Financial Road Map® with existing clients that are older clients, is there a different way we should approach the tangible goal questions as it seems the older the clients, the less tangible goals that they have and what happens if a client cannot think of a tangible goal, how do you proceed from there? I have quite a number of older clients aged in their 70’s where this would occur.
b I was rehearsing my script, “Financial Road Map New or Referred Clients” with my wife as a pretend client. As we discussed the Goals Conversation™, and I asked her, “Let’s say you’re there, what are two or three words that describe what you’re thinking and feeling now that you’re there?” She responded that is sounded like I’m “selling her a timeshare.” As if I were a salesman. Do I just need more practice?
b Does the Financial Road Map® differentiate between the resources used to fund Goals vs. those used to fund Lifestyle?
b When you have multiple similar goals (2 college funds for kids, 2 wedding funds for kids)… Do you combine them into one shield on the Financial Road Map®?
b I have had a number of Financial Road Map® Appointments recently where the time of the appointment has gone to two hours. By the time I have thoroughly gone through the values of each partner and then cover their goals (in both instances this has been around 5 goals) and completed the All the Money Conversation™ and the Commitment to Hire Conversation™, it is going on close to 90-120 mins. I cannot see where there is time that we are wasting. There is little chit chat, however, at times, clients discuss some of their goals and that may take a little longer. I am not sure whether I am going too far with this. Can you please provide some comments around this or strategies I can use to reduce the time I spend on each Financial Road Map® Interview?
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