Case Studies

Every family uses Voyant a little differently. Our case studies illustrate how a sample of families can use Voyant. Learn about their current financial conditions and the goals and dreams they wish to achieve. See how they play with different strategies for achieving their goals by creating "what if" scenarios and comparing their alternate plans side-by-side.

Meet the Harrisons

It's been a while since John (50) and Helen Harrison (51) thought about their long-term finances or retirement, but their son Josh's plans to study abroad and daughter Jennifer's (25) recent wedding announcement have them worried. The Harrison's want to help fund their children's once-in-a-lifetime plans, but the projected costs could drain their savings, set back their dream of purchasing an RV, and leave them no money for personal emergencies. All of this has John thinking a lot more about retirement.

Meet the Silbers

Isaac (38) and Rachel (35) Silber were motivated to prepare for retirement. Rachel's parents had always put their children first, including paying for their college educations. Unfortunately, Rachel's father was laid off before retirement and her parents were never able to catch up on their savings. As a result, the Silbers now help support Rachel's parents financially. Isaac and Rachel used to fit the definition of prudent. They saved regularly to their 401(k) plans, always received their employers' matching contributions, and put additional savings in an online investment account. Then, two years ago, Sam was born.