The participants in happy relationships can sometimes have different ideas about the value of money, goals and how resources can/should be used to accomplish goals. How is this handled by the Bachrach & Associates process?

The Financial Road Map® handles this reality perfectly. Both of their value sets are captured on the two values staircases and there is no expectation that they be the same. (In fact, they never are.) The same is true for their goals. All of their goals are captured on the Financial Road Map® whether they are shared or a goal that is primarily more about one partner than another. You can tell that you are dealing with a couple in a good relationship by how well they each support each other in goals they would not have if they weren’t in that relationship.

As far as “different ideas about how money should be used to accomplish goals,” that will no longer be relevant when you are their Trusted Advisor because they will have both agreed to follow your advice.