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We use this life-planning tool the first time we meet prospective client. It takes approx. 1 ¼ hours to create a personal Financial Road Map® that accurately reflects a) core values b) goals based upon those values and c) a snapshot of where clients are (financially) at present.
Both individuals and couples love this process and often relay it’s the first time they’ve been able to think through these issues in a neutral, non-judgemental atmosphere.
The Financial Road Map® acts as a Personal Guidance System (GPS) that helps map clients' financial plans -- from the near future into the more distant future. It's an organic document that changes over time.
Once clients begin working with us, their individualized Financial Road Map is updated regularly so it remains relevant.
Note: The Financial Road Map® process is detailed in the book "Values-Based Financial Planning" by Bill Bachrach. We wrote a forward to this stimulating book. If you'd like to receive a free copy of this 138 page book, please contact us by email: Eve@KaplanFinancialAdvisors.com. We'll ask you to cover the cost of postage and handling ($4) but be happy to make this book available to you without charge.
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