The topics for the Financial Roadmap can be accessed from the following areas: a Financial Roadmap Milestone (that’s not already in progress), at the bottom of the Profile page, and from the Financial Advisor page on the mobile app.
Financial Roadmap
Profile Page
Once selected, you can click on any topic to reprioritize in the current Prioritized list. You can also add or subtract from the Prioritized list by clicking on any topic and then dragging it to the Financial Planning topic side and vice versa. If a topic is not applicable to you, you can drag it to the bottom section of the left-side column.
