The opening is done very briefly, without any mention of the adviser. I was a little embarrassed at what I had said. I never talked to anyone about my faith. What I noticed was, if I could get everything completed and handled in my life financially, I could serve a higher power. It uncovers their underlying emotional motives.
Money is merely the tool to facilitate their financial goals.
Oftentimes, it's a revelation for the client, as well. Steve Case wrote my answers to the values conversation on one of Bachrach's trademark tools, the Financial Road Map, a two-sided foldout paper chart. He then helped me plot my current financial condition and summarize all my assets on this same map. I began to comprehend what was happening. In front of me, in black and white, were my values and monetary needs.