Is the insurance listed on the Financial Road Map® in that order for a particular reason? If yes, should the insurance grid mirror this order? As I was putting together the grid, I realized it made it easier to quickly refer to them if they were in the same order - and not risk leaving something important out. What drove the choice of order for insurance on the Financial Road Map®?

Article ID: 449

Last updated: 20 Nov, 2019

Feel free to use your own process instead of the back of the Financial Road Map® to do the math and capture information during the All the Money Conversation™ portion of the Financial Road Map® interview. What's on the back of the Financial Road Map® is simply one option.

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I have conducted two successful telephone consultations resulting from mailing a Values Based Financial Planning™ book resulting from the Self Referral Process recently. Both prospects came to my office to complete their Financial Road Map®. When the prospects arrived, they brought their Values Based Financial Planning™ book and their Financial Road Map®. When I began the meeting, each prospect opened up their Financial Road Map® and now we had two Financial Road Maps® on the table. They were even completing their Financial Road Map® as I completed my copy during the recorded conversation. What should I have done or said that would have resulted in my Financial Road Map® being at the center of the table for the conversation?

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