Present Wealth Insights as a roadmap of tax and estate topics for advisor review. A roadmap item is not a client instruction or a substitute for professional judgment.
Prepare the conversation
Confirm the relevant information in Family Info and the Evaluation is current and saved.
Open the client, then select Wealth Insights → Roadmap View.
Choose only the items you are prepared to discuss.
Explain what the client is seeing
Describe the roadmap as a way to organize planning topics.
Use the visible status label, such as Priority, Short-Term, Long-Term, Completed, or Unnecessary, to explain where the item sits in your workflow.
Open the item and use only the labels and content shown. Do not present a displayed rating, example, or statement as a client-specific conclusion.
If a source fact appears wrong, use Go to Evaluation when shown, correct and save the source information, then return to Wealth Insights.