Wizards

No financial jargon here! Simple, step-by-step wizards guide beginners through the plan creation process, helping you answer questions about your unique financial situation - from retirement goals and dreams, to account balances and property values.

For users who want to complete their plan quickly, Voyant recommends the Quick and Basic wizard paths. For power users who want a more complex plan that includes asset allocation, Voyant recommends the Expert path.

Voyant wizards are easy, fast, and comprehensive:

Express - In a hurry? The Express wizard path is for you. Data entry is simple and fast.

Basic - Need a more complete perspective? The Basic wizard path covers all the essentials, including property, debt and insurance.

Expert - Are you a power user? The Expert path offers sophisticated forecasts for complex financial scenarios.