In asking the question at the end of the Financial Road Map® interview about finding value in the map, do you set the price then and state it as yearly or just simply state the initial cost of putting it together?

Article ID: 254

Last updated: 20 Nov, 2019

This question is not about the monetary value they have gotten from their Financial Road Map® experience. It’s about the emotional pay-off and intrinsic value from having the discussions that completed their Financial Road Map® and having that all documented on the Financial Road Map® in front of them now.

A discussion about how much you charge and what they get is triggered by the Commitment to Hire Conversation. ™

Module 2: Introduction to FRM Pg. 26-27

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In the cases when it is obvious that resources/goals are not realistic in the Financial RoadMap interview, would you tell them they will probably have to adjust their goals, or do you politely disengage?

Does the Financial Road Map® differentiate between the resources used to fund Goals vs. those used to fund Lifestyle?

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.

In my Financial Road Map® Conversations I find that my clients want to talk about the deck, car and the children’s education when I am trying to dig out their Core Values. I am not sure if I am making mistakes or just need to redirect them to their values. I am telling them that we will discuss the Goals in just a few minutes but need for them to go through the Values Conversation™.

I am having trouble with clients who seem to have no goals. So they are trying to answer questions they seem to have no idea about. I was thinking of creating a slide show similar to the one you did with us. "i.e. if you can see it you can be it" I myself found that truly inspirational and for me was then far easier to think big and open up properly. I was thinking of doing it before the values conversation to really get them in the right frame of mine about creating their ideal life. What are your thoughts?

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