The Advisor Roadmap has only three goals. How / when do you get deeper if there are more? Such as, Money Guide Pro has many goals that can be discussed. When in the process do you gather more goals?

When a client has more than 3 goals, you can just draw an additional box on the Financial Road Map™ or use the extra goals shield stickers that you can purchase from us. During the planning process additional action items may come up that may or may not be goals. eg: It may become apparent that they need more insurance of some kind. Having more insurance isn’t really a goal, it’s an action item to be addressed that protects the plan and increases the probability the goals will be achieved. The key is that everything necessary to actualize their FRM gets addressed.