After completing the Financial Road Map® Interview with friends to help me get more experience, they decided to get a financial plan done. I relayed the cost of completing the plan, but not the cost of an on-going relationship (as I was unsure that was the best time to have that discussion being fairly new to the process). I am meeting them Saturday morning to have a pre-planning meeting. What is the best practice for inviting them into my Ideal Client community at this point and discussing the annual fee (I am thinking $10K...this would be my first Ideal Client invite)?

Article ID: 380

Last updated: 20 Nov, 2019

Your answer to your question is perfect. When it's time to tell them how much the ongoing relationship costs, just tell them how much it costs. If they have any other questions, just answer them directly and transparently until you come to an agreement to do business... or not. Remember, every time you answer a question you finish with a question. i.e. Does that answer your question? Are you ready to proceed? How else can I help you feel good about your decision to hire me to help you get your entire financial house in perfect order and keep it that way forever?

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After completing the Financial Road Map® Interview with friends to help me get more experience, they decided to get a financial plan done. I relayed the cost of completing the plan, but not the cost of an on-going relationship (as I was unsure that was the best time to have that discussion being fairly new to the process). I am meeting them Saturday morning to have a pre-planning meeting. What is the best practice for inviting them into my Ideal Client community at this point and discussing the annual fee (I am thinking $10K...this would be my first Ideal Client invite)?

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