I frequently work with wealthy widows. They are not part of a couple, nor are they looking to begin a relationship. Is there a version of the Financial Road Map® that has one Values Staircase™ or do you have any advice on how to effectively handle this situation the best way possible?

Article ID: 531

Last updated: 20 Nov, 2019

Just use one Value Staircase™ without feeling self-conscious about it or feeling a need to explain it. The same is true with a person or couple who has fewer than 3 goals. Just because there are 3 goals shields does not mean they have to have 3 goals. Ditto for 2 Values Staircases.

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