How do you know when a client has reached the top of the staircase on their Financial Road Map®?

Article ID: 91

Last updated: 20 Nov, 2019

Most people have 7 – 10 answers as they go up their Values Staircase™. But having completed 10 answers doesn't mean they reached their final answer. There are 3 levels of answers.

Level one answers are what we call “lower self.” Things like security, being able to pay my bills, freedom, etc.

Level two answers are about others. Things like taking care of my family, making a difference, helping people, etc.

Level three answers are about “higher self” or to use Maslow’s terminology, self-actualization. Answers like satisfaction, fulfillment, inner peace, being one with God or the Universe, Nirvana, etc.

Also listed in

Values Conversation™ -> Value Levels 1,2, and 3

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