I have just started the program and just starting to practice the Financial Road Map Interview™. However, in my client base I have a number of high net worth clients who are retired. In the Financial Road Map® conversations for existing clients, how do you approach the financial independence stage as these clients are already retired living off their investments? Just wondering how this fits in for this type of client as it looks more like the Financial Road Map Interview™ is for clients who are not there yet.

Article ID: 284

Last updated: 20 Nov, 2019

There is no “financial independence stage” built into the Financial Road Map Interview™. Everyone has goals related to their money. I have no idea why you would assume that a Financial Road Map® would be more applicable for less successful people rather than more successful people. Successful people and retirees love the Financial Road Map®. You ask clients what their goals are that require money and planning to achieve and they tell you. People who are already retired and living off their assets will often have a goal of being financially independent forever. They have many other goals as well. The exact same 3 questions for building out a goal apply.

When you are actually doing Financial Road Maps® (versus just starting to practice) you will discover this for yourself.

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