In this video, we will walk through general guidance on presentation flow for presenting a client case in Voyant to a Canadian client.
Transcript
Starting with the Dashboard
When beginning a presentation, I like to start with the Dashboard view. It’s important to review all of the plan data with the client to confirm that everything is current.
The chart on the Dashboard can sometimes be distracting for that initial conversation, so you may want to turn it off. To do that:
Navigate to the profile icon (top right).
Go to User Preferences.
Turn off both Inline Help and the Dashboard Chart.
From there, you can expand the data in the plan and review it with the client. Confirm income, account balances, and other details.
Under Savings and Investments, you can select Show Overview to see assets in a pie chart format. You can also adjust balances or contributions and save those changes.
The Timeline
The Timeline is where you’ll likely spend most of your time. It’s an excellent way to have deeper, goal-based conversations with clients.
For example, you might already have events added like:
A kitchen remodel
Retirement milestones
Travel years in early retirement
A slowdown phase around age 75
Mortality projections
You can add markers for new events (such as buying a boat or downsizing). Even if the cost isn’t known, adding the event now allows you to revisit it later.
If costs are known, tie them to specific Goals—like setting a $3,000 cost for the kitchen remodel.
You can also toggle between household members:
Review Jane’s goals individually.
Switch to John’s goals.
Add future education planning for their daughter, Olivia (e.g., $25,000 annually for college).
The “Let’s See” Screen
On the Let’s See screen, start with the Cash Flow chart. Explain high-level cash flow concepts:
Pre-retirement: accumulation years, contributions to RRSPs, non-registered accounts, TFSAs.
Retirement: drawing down on CPP, OAS, RRSPs, and non-registered accounts.
This chart helps visualize how clients fund their lifestyle and assess whether they’re on track.
Next, review the Assets chart to show growth through accumulation years and into retirement. You can:
Turn on the legend to isolate liquid assets.
Zoom in on specific stages (e.g., early retirement).
Show projected end-of-life balances (e.g., $1.9M remaining).
This opens discussions about legacies versus spending more in retirement.
The Overview screen is also useful for reviewing:
Insurance coverage if one spouse dies today.
Estate transfer amounts if both pass away now.
Projected estate value at age 90.
Running “What If” Scenarios
Use scenarios to explore client goals. For example:
Scenario: Retiring Early at 60
Adjust the retirement age in the Timeline.
Review the impact on cash flow and assets.
Notice that they run out of money at age 76.
From here, run Insights to find solutions. For example, the Annual Savings Insight might suggest saving an additional ~$11,000 per year.
If this conflicts with another goal (e.g., a kitchen remodel), test removing that expense.
Add the suggested savings to their non-registered account.
Re-run the plan and confirm all goals are met.
You can then rename the scenario (e.g., Retire Early – Save More, No Kitchen Remodel) and compare side-by-side with the base plan.
This shows the trade-off: less estate value at the end of life, but the ability to retire earlier while maintaining lifestyle goals.
Reports
After the meeting, you may want to generate a report:
Create custom report sets in advance.
Select the appropriate plan (e.g., the “Retire Early – Save More” scenario).
Generate a PDF to email or provide to the client.
Once the client has decided on a direction, promote the chosen scenario as the new Base Plan in Voyant.
Closing
That covers the basics of presenting a plan in Voyant.
If you’d like help preparing for your own client presentations, please email me directly at support@planwithvoyant.com. I’d be happy to walk through your plan one-on-one.