I had a great Financial Road Map® this week however the length of the meeting was way too long. I went through four goals and on one goal the clients had a disagreement on what that goal would be; a retirement date or the option to work or not. We took some time to come up with an agreement on what that goal would be. Effectively, we created one date/goal for each partner. How many goals are ideal and what do you do when they disagree on a goal?

Article ID: 486

Last updated: 20 Nov, 2019

(a) as many goals as they have (usually 2 or 3 is how many they have) and (b) Let them work it out and / or ask expanding and clarifying questions to help. One sign that a couple is an Ideal Client is their ability to work through disagreements in a constructive manner and come to a conclusion.

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Goals Conversation™

Values Conversation™ -> Identifying & Organizing Client's Values

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