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I had provided a Values-Based Financial Planning book to someone and have been trying to schedule a Phone Consultation™. What is the response to someone who says they are very private people and are not comfortable sharing all their personal and financial information with me? They say that the only person who knows all that information is their tax person.

Article ID: 543

Last updated: 20 Nov, 2019

There is no requirement to share any private financial information on the Phone Consultation™, so this should not be an issue when scheduling Phone Consultations.

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Before Financial Road Map™ -> Before Financial Road Map™ Misc.

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I completed a self-referral with a prospect. My Admin Manager... »

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