When, during the Financial Road Map® appointment, do we get the client to fill out our fact finder needed for the financial planning software? Should it be done before or after the Financial Road Map® or in a separate meeting? Do they complete it on their own?

You don’t have the client fill out the fact finder. It’s a waste of their time. And as a Values Based Financial Planning™, above all else, you respect your client’s time.  You, or better yet, your assistant, or the planner to whom you delegate the writing of the plan, transfers the pertinent data from the client’s documents to the format required.