--- title: "How to Present a Financial Plan in Voyant: A Step-by-Step Guide" description: Learn how to present a financial plan in Voyant. Discover practical tips for advisers and goal-based planning strategies that build client relationships. image: https://blog.planwithvoyant.com/hubfs/linkedin-sales-solutions-YDVdprpgHv4-unsplash.jpg --- [Skip to content](https://blog.planwithvoyant.com/how-to-present-a-financial-plan-in-voyant#main-content) ![](https://cdn.prod.website-files.com/680a6b59a4a5f462dac07551/69cebe1a1246e0f8896b2d5e_Voyant%20Logo%20-%20Secondary%20-%20White.png) [Who We Serve](https://planwithvoyant.com/us/who-we-serve) What We Do Resources About Us [Login](https://www.planwithvoyant.com/voyant/services/rest/content-site/home/login?region=US) [Book Demo](https://planwithvoyant.com/us/webinars-and-events) ![](https://cdn.prod.website-files.com/653bd51f2730c6e7440f38fb/662ad27ce0ad8109758bf341_Voyant%20white.png) [Login](https://www.planwithvoyant.com/voyant/services/rest/content-site/home/login?region=US) [Book Demo](https://planwithvoyant.com/us/webinars-and-events) [Who We Serve](https://planwithvoyant.com/us/who-we-serve) What We Do [Why Voyant](https://planwithvoyant.com/us/why-voyant) Resources About Us Oct 28, 2025 4:51:31 PM # How to Present a Financial Plan in Voyant: A Step-by-Step Guide ![Picture of Jamie Phelps](https://blog.planwithvoyant.com/hs-fs/hubfs/df5f21f5-1173-4470-bab0-d8c636dacea8.jpg?width=50&name=df5f21f5-1173-4470-bab0-d8c636dacea8.jpg) [Jamie Phelps](https://blog.planwithvoyant.com/author/jamie-phelps) Share: [facebook-f icon](http://www.facebook.com/share.php?u=https://blog.planwithvoyant.com/how-to-present-a-financial-plan-in-voyant) [linkedin-in icon](http://www.linkedin.com/shareArticle?mini=true&url=https://blog.planwithvoyant.com/how-to-present-a-financial-plan-in-voyant) [Twitter icon](https://twitter.com/intent/tweet?url=https://blog.planwithvoyant.com/how-to-present-a-financial-plan-in-voyant) [pinterest-p icon](http://pinterest.com/pin/create/link/?url=https://blog.planwithvoyant.com/how-to-present-a-financial-plan-in-voyant) [envelope icon](mailto:?body=https://blog.planwithvoyant.com/how-to-present-a-financial-plan-in-voyant) ## **Why Presentation Matters in Financial Planning**  Imagine this: your clients sit down at the table, They’ve built successful careers, businesses, or portfolios, but now they’re asking different questions:  *How do we balance enjoying our wealth today with preserving it for the future? Are we structured efficiently for taxes? Can we fund our lifestyle, give generously, and still leave the legacy we envision for our children and grandchildren?*  When you present a financial plan in Voyant, you’re not just walking through balance sheets and charts and watching your client’s eyes glaze over. You’re telling the story of their wealth, how it can sustain their lifestyle, protect against risks, optimize for taxes, and carry forward into the causes and people that matter most.  This guide walks you through a [step-by-step approach](https://support.planwithvoyant.com/hc/en-us/articles/40176207294875-FAQs-Best-Practices-for-Presenting-a-Voyant-Plan-to-Clients-US) for turning complex financial data into clear, goal-based conversations that resonate with your clients,  showing them not just that they have “enough,” but how their wealth can work smarter, harder, and more purposefully.   **Start with a Data Review** **![Data Review](https://blog.planwithvoyant.com/hs-fs/hubfs/Data%20Review.png?width=957&height=566&name=Data%20Review.png)** Every good story begins with setting the scene. For financial planning, that means reviewing the facts:  - Income, savings, investments, debts, liabilities  - Goals, timelines, and major life events  Accuracy here builds trust. When clients see their own reality reflected back at them, they feel understood,  and that sets the stage for everything else.    ### **Explore the Timeline** **![Timeline](https://blog.planwithvoyant.com/hs-fs/hubfs/Timeline.png?width=1442&height=900&name=Timeline.png)** The [Timeline](https://support.planwithvoyant.com/hc/en-us/articles/4406003962267-Timeline-and-Events-US) is like the storyboard of their life, it’s where their goals intersect with their time and money:  - Retirement dates, education funding, property purchases, lifestyle goals  When you move events around, retiring earlier, buying a second home, delaying Social Security — clients *see* how these choices shift the big picture. Suddenly, abstract decisions become tangible.    ### **Use the “Let’s See” Screen for Cash Flow** **![Lets See](https://blog.planwithvoyant.com/hs-fs/hubfs/Lets%20See.png?width=1905&height=891&name=Lets%20See.png)** Here’s where the story gets dramatic. [Voyant’s](https://support.planwithvoyant.com/hc/en-us/search/click?data=BAh7DjoHaWRsKwibCg%2BoAQQ6D2FjY291bnRfaWRpA55FBjoJdHlwZUkiDGFydGljbGUGOgZFVDoIdXJsSSJxaHR0cHM6Ly9zdXBwb3J0LnBsYW53aXRodm95YW50LmNvbS9oYy9lbi11cy9hcnRpY2xlcy80NDA1MTYxMDM2NDQzLVByZXNlbnRpbmctdGhlLUxldC1zLVNlZS1TY3JlZW4tQ2hhcnRzLVVTBjsIVDoOc2VhcmNoX2lkSSIpYzJhZmNkYWItYmMwNS00OGFmLWE5YzUtYjJmNWM0NTVkY2ExBjsIRjoJcmFua2kGOgtsb2NhbGVJIgplbi11cwY7CFQ6CnF1ZXJ5SSIObGV0J3Mgc2VlBjsIVDoScmVzdWx0c19jb3VudGkCrAI%3D--0257fda8e86f8a3ce6c150edfbe270be6fa3a532)[**Let’s See**](https://support.planwithvoyant.com/hc/en-us/search/click?data=BAh7DjoHaWRsKwibCg%2BoAQQ6D2FjY291bnRfaWRpA55FBjoJdHlwZUkiDGFydGljbGUGOgZFVDoIdXJsSSJxaHR0cHM6Ly9zdXBwb3J0LnBsYW53aXRodm95YW50LmNvbS9oYy9lbi11cy9hcnRpY2xlcy80NDA1MTYxMDM2NDQzLVByZXNlbnRpbmctdGhlLUxldC1zLVNlZS1TY3JlZW4tQ2hhcnRzLVVTBjsIVDoOc2VhcmNoX2lkSSIpYzJhZmNkYWItYmMwNS00OGFmLWE5YzUtYjJmNWM0NTVkY2ExBjsIRjoJcmFua2kGOgtsb2NhbGVJIgplbi11cwY7CFQ6CnF1ZXJ5SSIObGV0J3Mgc2VlBjsIVDoScmVzdWx0c19jb3VudGkCrAI%3D--0257fda8e86f8a3ce6c150edfbe270be6fa3a532) screen paints the picture in blue and red:  - Blue = sufficient income  - Red = projected shortfall  Start with a sea of red. Then, add in income streams,  employment, retirement accounts, pensions, and Social Security. Watch the red shrink as the plan strengthens.  Clients lean in during this part. They see the risks, then watch you build resilience step by step. It’s not just data, it’s reassurance.    ### **Keep the Conversation Client-Focused** **![linkedin-sales-solutions-YDVdprpgHv4-unsplash](https://blog.planwithvoyant.com/hs-fs/hubfs/linkedin-sales-solutions-YDVdprpgHv4-unsplash.jpg?width=6568&height=4480&name=linkedin-sales-solutions-YDVdprpgHv4-unsplash.jpg)** Numbers alone don’t inspire action, emotions do. Ask open-ended questions that pull clients into the story:  - *“How does this feel to you?”*  - *“What worries you most: market downturns, healthcare costs, or running out of money?”*  - *“What does financial success look like for you?”*  This is where financial planning shifts from spreadsheets to human connection.    ### **Leverage the Insights Section** **![Insights](https://blog.planwithvoyant.com/hs-fs/hubfs/Insights.png?width=1432&height=858&name=Insights.png)** Every good story has a “what if” moment. [Voyant’s](https://support.planwithvoyant.com/hc/en-us/search/click?data=BAh7DjoHaWRsKwgbMrTyeBQ6D2FjY291bnRfaWRpA55FBjoJdHlwZUkiDGFydGljbGUGOgZFVDoIdXJsSSJkaHR0cHM6Ly9zdXBwb3J0LnBsYW53aXRodm95YW50LmNvbS9oYy9lbi11cy9hcnRpY2xlcy8yMjUwOTcwMDUyNjYxOS1JbnNpZ2h0cy1UcmFpbmluZy1WaWRlb3MtVVMGOwhUOg5zZWFyY2hfaWRJIik5M2RlMDE5OS1jMWViLTQ2NDctYjliMS1mOTI5NmEwNjk4YmMGOwhGOglyYW5raQY6C2xvY2FsZUkiCmVuLXVzBjsIVDoKcXVlcnlJIg1pbnNpZ2h0cwY7CFQ6EnJlc3VsdHNfY291bnRpAes%3D--dae9523dd8a2b7a93d901a61627a624b3bb92224)[**Insights**](https://support.planwithvoyant.com/hc/en-us/search/click?data=BAh7DjoHaWRsKwgbMrTyeBQ6D2FjY291bnRfaWRpA55FBjoJdHlwZUkiDGFydGljbGUGOgZFVDoIdXJsSSJkaHR0cHM6Ly9zdXBwb3J0LnBsYW53aXRodm95YW50LmNvbS9oYy9lbi11cy9hcnRpY2xlcy8yMjUwOTcwMDUyNjYxOS1JbnNpZ2h0cy1UcmFpbmluZy1WaWRlb3MtVVMGOwhUOg5zZWFyY2hfaWRJIik5M2RlMDE5OS1jMWViLTQ2NDctYjliMS1mOTI5NmEwNjk4YmMGOwhGOglyYW5raQY6C2xvY2FsZUkiCmVuLXVzBjsIVDoKcXVlcnlJIg1pbnNpZ2h0cwY7CFQ6EnJlc3VsdHNfY291bnRpAes%3D--dae9523dd8a2b7a93d901a61627a624b3bb92224)[tools](https://support.planwithvoyant.com/hc/en-us/search/click?data=BAh7DjoHaWRsKwgbMrTyeBQ6D2FjY291bnRfaWRpA55FBjoJdHlwZUkiDGFydGljbGUGOgZFVDoIdXJsSSJkaHR0cHM6Ly9zdXBwb3J0LnBsYW53aXRodm95YW50LmNvbS9oYy9lbi11cy9hcnRpY2xlcy8yMjUwOTcwMDUyNjYxOS1JbnNpZ2h0cy1UcmFpbmluZy1WaWRlb3MtVVMGOwhUOg5zZWFyY2hfaWRJIik5M2RlMDE5OS1jMWViLTQ2NDctYjliMS1mOTI5NmEwNjk4YmMGOwhGOglyYW5raQY6C2xvY2FsZUkiCmVuLXVzBjsIVDoKcXVlcnlJIg1pbnNpZ2h0cwY7CFQ6EnJlc3VsdHNfY291bnRpAes%3D--dae9523dd8a2b7a93d901a61627a624b3bb92224) let you stress-test assumptions and problem solve areas of concern:  - Savings levels and rate-of-return expectations  - Roth conversions and tax strategies  - Monte Carlo simulations for risk, etc.   When you’ve run these in advance, you can confidently guide clients through scenarios, showing not just the plan, but the strength behind it.    ### **Present What-If Scenarios** **![What if](https://blog.planwithvoyant.com/hs-fs/hubfs/What%20if.png?width=1442&height=900&name=What%20if.png)** Clients love playing out the “alternate endings.” Use [what-if scenarios](https://support.planwithvoyant.com/hc/en-us/search/click?data=BAh7DjoHaWRsKwib8VP4eBQ6D2FjY291bnRfaWRpA55FBjoJdHlwZUkiDGFydGljbGUGOgZFVDoIdXJsSSJjaHR0cHM6Ly9zdXBwb3J0LnBsYW53aXRodm95YW50LmNvbS9oYy9lbi11cy9hcnRpY2xlcy8yMjUwOTc5NDg4MTk0Ny1XaGF0LUlmLVRyYWluaW5nLVZpZGVvcy1VUwY7CFQ6DnNlYXJjaF9pZEkiKTFjYjNlNjkwLWVlNTgtNDQzMy04NDcyLWJlYmU0NzkxMjQyOQY7CEY6CXJhbmtpCDoLbG9jYWxlSSIKZW4tdXMGOwhUOgpxdWVyeUkiDHdoYXQgaWYGOwhUOhJyZXN1bHRzX2NvdW50aQIQAg%3D%3D--2a068e6b04a8afa07a8a80546cc4a84736d5f56e) to explore:  - Retiring earlier or saving more  - Adjusting investments  - Downsizing a home or delaying Social Security  Side-by-side comparisons in **Compare Plans** make decisions clearer, no jargon, just outcomes.    ### **Review Legacy and Estate Planning** **![Legacy](https://blog.planwithvoyant.com/hs-fs/hubfs/Legacy.png?width=1435&height=900&name=Legacy.png)** For many, the story doesn’t end at retirement. The **Legacy** screen helps clients see how their choices affect heirs or charities. Instead of abstract tax language, they can visualize the impact of their generosity  and how it aligns with their bigger life goals. For High-Net-Worth clients this is a great place to showcase your Estate Tax Strategies.     ### **Generate and Review Reports** **![Reports](https://blog.planwithvoyant.com/hs-fs/hubfs/Reports.png?width=1441&height=900&name=Reports.png)** Once you’ve walked them through the plan, give them something tangible:  - Customized reports with adviser notes  - Clear summaries of cash flow, savings, and assets  - Tailored timelines around milestones  [Reports](https://support.planwithvoyant.com/hc/en-us/search/click?data=BAh7DjoHaWRsKwgbDUbefSQ6D2FjY291bnRfaWRpA55FBjoJdHlwZUkiDGFydGljbGUGOgZFVDoIdXJsSSJeaHR0cHM6Ly9zdXBwb3J0LnBsYW53aXRodm95YW50LmNvbS9oYy9lbi11cy9hcnRpY2xlcy80MDEyMzAxODY0NDc2My1Ib3ctdG8tUnVuLVJlcG9ydHMtVVMGOwhUOg5zZWFyY2hfaWRJIillNGJkZGNkMy05ZDhiLTQ5MjEtODE1Mi01ZmNlMjQ1NmVlMGQGOwhGOglyYW5raQY6C2xvY2FsZUkiCmVuLXVzBjsIVDoKcXVlcnlJIgxyZXBvcnRzBjsIVDoScmVzdWx0c19jb3VudGkByw%3D%3D--339db405faab86924481ebf390edf9198778624c) turn the conversation into a takeaway, a script they can revisit and share.    ### **Wrap Up with Questions and Next Steps** Every story deserves a satisfying ending. Finish by inviting feedback:  - Encourage questions  - Address concerns  - Offer follow-up sessions  This keeps the momentum going and shows that financial planning is an ongoing partnership, not a one-time performance.    ## **Tips for a Smooth Client Presentation**  - Practice navigating Voyant before the meeting  - Run simulations in advance  - Use visuals to simplify complex ideas  - Keep the conversation goal-based and client-centered    ### **Why This Matters**  A financial plan is more than charts and numbers; it’s a roadmap for your client’s life. By presenting plans effectively in Voyant, you:  - Help clients connect today’s decisions with tomorrow’s outcomes  - Turn complex ideas into clear, relatable visuals  - Build trust through collaborative discussions  - Show the true value of advice,  guidance that adapts to life’s changes  When clients *see* their plan and *feel* confident in the strategy, they’re far more likely to take action. And that’s where you shine as an adviser: not just in providing numbers, but in giving your clients peace of mind.    ## Related posts [![](https://blog.planwithvoyant.com/hs-fs/hubfs/nathan-dumlao-Wr3comVZJxU-unsplash.jpg?height=200&name=nathan-dumlao-Wr3comVZJxU-unsplash.jpg)](https://blog.planwithvoyant.com/inflation-insight-in-voyant) ## [Introducing the Inflation Insight in Voyant: Stress-Test Plans with Confidence](https://blog.planwithvoyant.com/inflation-insight-in-voyant) ![Picture of Jamie Phelps](https://blog.planwithvoyant.com/hs-fs/hubfs/df5f21f5-1173-4470-bab0-d8c636dacea8.jpg?width=50&name=df5f21f5-1173-4470-bab0-d8c636dacea8.jpg) [Jamie Phelps](https://blog.planwithvoyant.com/author/jamie-phelps) Oct 14, 2025 11:15:06 AM Whether it's a trip to the grocery store, a rising utility bill, or the shock of a... [Read more](https://blog.planwithvoyant.com/inflation-insight-in-voyant) [![](https://blog.planwithvoyant.com/hs-fs/hubfs/Imported_Blog_Media/carl-headshot-in-1-1-May-01-2024-12-29-16-0964-AM.jpg?height=200&name=carl-headshot-in-1-1-May-01-2024-12-29-16-0964-AM.jpg)](https://blog.planwithvoyant.com/2020/07/02/do-returns-still-matter) [Adviser Insights](https://blog.planwithvoyant.com/tag/adviser-insights), [financial planning](https://blog.planwithvoyant.com/tag/financial-planning), [advisers](https://blog.planwithvoyant.com/tag/advisers), [returns](https://blog.planwithvoyant.com/tag/returns), [investing](https://blog.planwithvoyant.com/tag/investing) ## [Do Returns Still Matter?](https://blog.planwithvoyant.com/2020/07/02/do-returns-still-matter) [Carl Roberts](https://blog.planwithvoyant.com/author/carl-roberts) Jul 2, 2020 12:00:00 AM [Read more](https://blog.planwithvoyant.com/2020/07/02/do-returns-still-matter) [![](https://blog.planwithvoyant.com/hs-fs/hubfs/thrive.jpg?height=200&name=thrive.jpg)](https://blog.planwithvoyant.com/2020/09/08/adapting-financial-planners/commentemailauthorurlsubmitpost-comment) [business](https://blog.planwithvoyant.com/tag/business), [Adviser Insights](https://blog.planwithvoyant.com/tag/adviser-insights), [Technology](https://blog.planwithvoyant.com/tag/technology), [Clients](https://blog.planwithvoyant.com/tag/clients), [business practices](https://blog.planwithvoyant.com/tag/business-practices) ## [Adapting, Surviving, and Thriving](https://blog.planwithvoyant.com/2020/09/08/adapting-financial-planners/commentemailauthorurlsubmitpost-comment) [Adrian Murphy](https://blog.planwithvoyant.com/author/adrian-murphy) Sep 8, 2020 12:00:00 AM [Read more](https://blog.planwithvoyant.com/2020/09/08/adapting-financial-planners/commentemailauthorurlsubmitpost-comment) ![](https://cdn.prod.website-files.com/680a6b59a4a5f462dac07551/69e265e05d9cddf346525236_footer-01.svg) WHO WE SERVE SOLUTIONS [Transition of Wealth](https://planwithvoyant.com/us/transition-of-wealth) [Corporate](https://planwithvoyant.com/us/corporate) [Tax Planning](https://planwithvoyant.com/us/tax-planning) [Risk Planning](https://planwithvoyant.com/us/risk-planning) [Insurance Planning](https://planwithvoyant.com/us/insurance-planning) [Retirement Planning](https://planwithvoyant.com/us/retirement-planning) [Goal-based Planning](https://planwithvoyant.com/us/goal-based-planning) RESOURCES [Blog](https://blog.planwithvoyant.com/) [Case Studies](https://planwithvoyant.com/us/case-studies) [In the News](https://planwithvoyant.com/us/in-the-news) [Pricing](https://planwithvoyant.com/us/pricing) [Integrations](https://planwithvoyant.com/us/integrations) [Support](https://support.planwithvoyant.com/hc/en-us) [FAQ's](https://planwithvoyant.com/faqs?region=us) ABOUT [Our Story](https://planwithvoyant.com/us/our-story) [Contact Us](https://planwithvoyant.com/us/contact) [Careers](https://planwithvoyant.com/us/careers) [Privacy Policy](https://planwithvoyant.com/us/privacy-policy) CONTACT ![](https://cdn.prod.website-files.com/680a6b59a4a5f462dac07551/69e2663863f020f12393a424_footer_phone.svg) [512.342.0079](tel:15123420079) ![](https://cdn.prod.website-files.com/680a6b59a4a5f462dac07551/69e265e03d125963cabf0ff7_footer_mail.svg) [support@planwithvoyant.com](mailto:support@planwithvoyant.com) ![](https://cdn.prod.website-files.com/680a6b59a4a5f462dac07551/69e265e0f17cdf9371003121_footer_location.svg) [7300 Ranch Road 2222 Building 5, Suite 200 Austin, TX 78730](https://www.google.com/maps/place/7300+Ranch+Rd+2222+Building+5,+Suite+200,+Austin,+TX+78730/@30.3739346,-97.8054369,17z/data=!3m1!4b1!4m5!3m4!1s0x865b34bceb4f3899:0x9a907eb71cca6fa!8m2!3d30.37393!4d-97.8028566?entry=ttu) ![](https://cdn.prod.website-files.com/680a6b59a4a5f462dac07551/69e265e01e8712a4618fdeb2_footer_linkedin.svg) [@Voyant](https://www.linkedin.com/company/voyant/) ![](https://cdn.prod.website-files.com/653bd51f2730c6e7440f38fb/65e717b507d17908891a581d_voyant-logo-footer-green.png) [Who We Serve](https://planwithvoyant.com/us/who-we-serve) What We Do - 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