What if someone gets stuck on the Financial Road Map®? For example, we’re going up the Values Staircase™ and they say, “Taking care of my kids.” And I say, What’s Important About taking care of your kids, To You?” And they say, “I don’t know what’s important about that. It just is.” I tried projecting into the future but hit the same roadblock. Is there anything else I can do to help them move up further, or should I just stop there even if it is only ½ way up the Values Staircase™?

Article ID: 290
Last updated: 20 Nov, 2019
First part of response is the same as above. Then: If projecting them into the future doesn’t work the first time, do it slower the second, “Let’s say that you are at a place in your future where you have done virtually everything you can imagine doing to take care of your kids… What’s…. Important… About… knowing that you did that for your kids… To… You?”
Also listed in
folder Values Conversation™ -> What's Important About...To You?


Others in this category
b Some people were analytical during the Values Conversation™ and it made them very uncomfortable. They felt under pressure to be "touchy feely". I would get the response, “What do you mean What Is Important About Money To Me?” Every response was factual as to what it would buy. Would you just politely move on to the goals section? They liked setting some goals but didn't identify with the "What are one or two words that describe what you are thinking/feeling..."
b How do you know when a client has reached the top of the staircase on their Financial Road Map®?
b When I start discussing Values-Based Financial Planning™ to an Old World client, they stop and ask me why I am doing this since I already covered this when we first met. (In the past I would discuss what's important to them before discussing their concrete goals.) They only want to discuss the issues at hand. How do I handle this question?
b When you ask the What’s Important About…To You,” question and sometimes you say, “So let’s say you’re there….along with the What’s Important About…To You? question”. How do you decide which one is more appropriate?
b 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.
» More articles