How It Works
Directions:
Place your cursor over each step in the image to learn how Voyant works.
Place your cursor over each step in the image to learn how Voyant works.
Register
Joining is free, easy and private. We don't ask for your address, Social Security number, or account information. A verifiable email address is all you need.
Once registered, you can access Voyant from any and all of your computers.
Joining is free, easy and private. We don't ask for your address, Social Security number, or account information. A verifiable email address is all you need.
Once registered, you can access Voyant from any and all of your computers.
Follow the Wizards
Using Voyant's simple, step-by-step wizards, you can create your comprehensive, personal financial plan with ease.
Using Voyant's simple, step-by-step wizards, you can create your comprehensive, personal financial plan with ease.
New Plan
To create a plan that meets your family's goals, you need the ability to test many solutions and determine which ideas and advice are best for you. You can try out spending less, paying off debt and saving more. How about retiring earlier and buying a vacation home? You can create as many new plans as you want and compare plans side-by-side.
To create a plan that meets your family's goals, you need the ability to test many solutions and determine which ideas and advice are best for you. You can try out spending less, paying off debt and saving more. How about retiring earlier and buying a vacation home? You can create as many new plans as you want and compare plans side-by-side.
Let's See
Voyant's interactive forecasts let you visualize your financial future, test scenarios and instantly understand the results. From income and expenses to assets and debts, Voyant gives you insight into the big picture impact of your financial decisions. By running simulations, you can test the strength of your plan against unforeseen events such as poor market performance and loss of income.
Voyant's interactive forecasts let you visualize your financial future, test scenarios and instantly understand the results. From income and expenses to assets and debts, Voyant gives you insight into the big picture impact of your financial decisions. By running simulations, you can test the strength of your plan against unforeseen events such as poor market performance and loss of income.
Voyant Snapshot
Once you create the plan that works for you, sign in to www.planwithvoyant.com and use Voyant Snapshot to compare your current account balances with future balances projected in your plan. Now that you have selected a plan of action, Voyant Snapshot creates a checklist of the action items needed to keep you on target to meet your planning goals.
Once you create the plan that works for you, sign in to www.planwithvoyant.com and use Voyant Snapshot to compare your current account balances with future balances projected in your plan. Now that you have selected a plan of action, Voyant Snapshot creates a checklist of the action items needed to keep you on target to meet your planning goals.
Financial Information
You choose the Wizard path that best meets your objectives, whether your goal is to get a quick forecast of your financial future or a more in-depth, pinpointed forecast. What financial information you enter and how you use Voyant is up to you.
You choose the Wizard path that best meets your objectives, whether your goal is to get a quick forecast of your financial future or a more in-depth, pinpointed forecast. What financial information you enter and how you use Voyant is up to you.
Timeline
Build your family's personal timeline by adding the key events important to your life and your plan. The events you add are unique to your family: the birth of a child, the beginning of college, a wedding, buying an RV or taking your dream vacation.
Build your family's personal timeline by adding the key events important to your life and your plan. The events you add are unique to your family: the birth of a child, the beginning of college, a wedding, buying an RV or taking your dream vacation.
Advisor Connect
Voyant Advisor Connect is a direct link to licensed financial professionals. Choose from a growing list of local advisors or invite your current advisor to learn more. When and how you choose to share your plan with a financial professional is completely up to you. If you don't like the service you receive, disconnect from the advisor and your plan will no longer be accessible.
Voyant Advisor Connect is a direct link to licensed financial professionals. Choose from a growing list of local advisors or invite your current advisor to learn more. When and how you choose to share your plan with a financial professional is completely up to you. If you don't like the service you receive, disconnect from the advisor and your plan will no longer be accessible.
Voyant Community
Voyant Community is a fully-featured communication platform that connects you to a broad community of friends, family and trusted advisors. You can chat online, participate in forums and interactively (and anonymously) share your plan with Voyant Community members - including contributors in affinity groups who share similar interests, concerns and questions.
Voyant Community is a fully-featured communication platform that connects you to a broad community of friends, family and trusted advisors. You can chat online, participate in forums and interactively (and anonymously) share your plan with Voyant Community members - including contributors in affinity groups who share similar interests, concerns and questions.