Personalization

Am I financially prepared for the most important events in my family's future? If I send my daughter to private school, how can I also afford her college tuition and still retire at age 65? If I help my aging parents, when can I retire?

Your family's life events inspire your financial goals. Voyant Timeline helps you create a personalized visual representation of the events unique to your family - from the birth of a second child to an early retirement - and link these milestones to ongoing changes in assets, incomes, liabilities and expenses. By thinking about your financial plan within the framework of your family's life stages and events, you can more accurately visualize what factors will influence your spending and saving habits over time. This picture exposes competing needs, as well as strategic investment opportunities, so you can strategize a plan that addresses your family's needs at every stage of your life.

Key Benefits

Anticipate the "what if" scenarios your family should be prepared for. With Voyant Timeline's visual display, you can foresee obstacles and opportunities, and create plans that anticipate specific outcomes to ensure money is there when you need it. For example, you might see that the years you need to support an aging parent are the same years you want to help your children with college tuition. With this knowledge, you can explore multiple planning scenarios to determine which course of action best prepares you for this important life stage.

Accurately visualize how you will spend and save. Using Voyant Timeline, you can see how your family's spending and saving habits will change over time. Are you home-free once the kids graduate from college? Or will you need to reallocate funds for increasing medical expenses as you age? Will you be short-changing your retirement by paying for your daughter's wedding? Voyant Timeline can help you reevaluate your planning strategy as your goals and needs change.

Quickly and easily update your Voyant Timeline. As your family's life stages and events change, so does Voyant Timeline. Milestones such as a Retirement event can be quickly moved earlier or later on the timeline to see how their timing impacts income, expenses, and your long-term financial outlook.