I am one of the newer converts to Values-Based Financial Planning™ so this may be a mindset issue for me, but I have had several prospective Ideal Clients ask me, "How are you going to help me have a 10 level of confidence with so much going on in the world? " I tend to repeat much of what I have already said from the Pivotal Questions, but I am not convinced I have that way of being with my answer. I have begun scripting some stuff out based on the answers to the pivotal questions, but I wanted your thoughts on answering the HOW question. It’s a little different from the, "What do I get for the fee?" and, "How do I know that I can trust you?" and, "What’s the process?" scripting, so I am piecing together my answers from there.

"I can appreciate you wondering how you'll have a 10 level of confidence given all the negative events happening in the world. You look at these events through the lens of a person who does not yet have their entire financial house in order with all of their choices about money aligned with their most important goals and their most deeply held values. Over the next 12-15 months as this changes for you so will view about those things which are outside of your control. I'll be interested to hear your thoughts about your confidence a year from now. Are you ready to get started?"

Or: "No one can control all of these events that are outside of your control. All you can do is hire me to help you make sure that all of your financial choices are aligned with your most important goals and your most deeply held values and get your entire financial house in perfect order. And when you are certain that you have done all that you can do you no longer have stress, worry, and anxiety over what you can't do anything about any way. Wouldn't you love to be in a place where you have done everything you can possibly do with regards to your money and no longer have stress about it?"