At the point where I asked if the Financial Road Map® was something that he would like to complete with his partner, he said that they look at their goals every year. I asked the above question twice and still got no real response. How would you respond to this and people who seem to understand their values really well? I had the feeling that he may not be an ideal client given this interaction but wanted to give them the experience nevertheless.

You put the offer on the table and you get the response you get. When I get a non-answer I tend to say, "I appreciate what you are saying, but I'm still not clear what you want to do. The question on the table is, 'do you want to come to my office to have me complete your entire Financial Road Map®?'" If the next response still doesn't answer the question, I would take that as a "no" and transition out of the conversation.