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 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
Every good story begins with setting the scene. For financial planning, that means reviewing the facts:
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.
The Timeline is like the storyboard of their life, it’s where their goals intersect with their time and money:
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.
Here’s where the story gets dramatic. Voyant’s Let’s See screen paints the picture in blue and red:
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.
Numbers alone don’t inspire action, emotions do. Ask open-ended questions that pull clients into the story:
This is where financial planning shifts from spreadsheets to human connection.
Every good story has a “what if” moment. Voyant’s Insights tools let you stress-test assumptions and problem solve areas of concern:
When you’ve run these in advance, you can confidently guide clients through scenarios, showing not just the plan, but the strength behind it.
Clients love playing out the “alternate endings.” Use what-if scenarios to explore:
Side-by-side comparisons in Compare Plans make decisions clearer, no jargon, just outcomes.
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.
Once you’ve walked them through the plan, give them something tangible:
Reports turn the conversation into a takeaway, a script they can revisit and share.
Every story deserves a satisfying ending. Finish by inviting feedback:
This keeps the momentum going and shows that financial planning is an ongoing partnership, not a one-time performance.
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:
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.