I recently had a Financial Road Map Interview™ meeting with a prospective client. She brought her Financial Road Map® to the meeting that we had partially completed during our Phone Consultation™. When I started to do the Values Conversation™ during the meeting she just referred to her original Financial Road Map® for her Values Staircase™ answers. Would you have asked her to conceal her original Financial Road Map® so we could start fresh with a new Values Conversation™?

Article ID: 251

Last updated: 20 Nov, 2019

If she was alone I would just use what she said on the phone, perhaps recapping what she said and then picking up with her last answer and moving further up into level 3.

If she was with a spouse or partner, I would start with a blank Financial Road Map®, work with her partner first, and then start at the beginning of her Values Conversation™ so her partner could here her answers in her words.

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