After listening to Bill's May 2009 webinar, I am committed to determining who the best financial planners. Should I interview other financial planners over coffee as suggested also or just figure out who the Values-Based Financial Planners are and know the rest can't possibly provide all 110 deliverable checkpoints?

Article ID: 433

Last updated: 20 Nov, 2019

I think you may be misunderstanding the point of the exercise. Your goal is to find a planner for your Deliverables Team. To do so, you will follow Mark Little's process for building your Deliverables Team. You do not want another Values-Based Financial Planner because they are also outsourcing the plan writing and will not be available for you to hire to be their planner.

This may all be a bit premature because right now your focus is on doing as many Financial Road Maps® as possible. (I recommend that you stop listening to all of my old webinars. Now that you are officially in the Ideal Life Evaluation Program, execute the Action Sequences per your Accountability Coaching sessions.)

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