Step 1: Platform Introduction & Orientation
Goal: Understand the purpose of the software and how it fits into the advice process.
Training Session (optional)
Overview of Voyant’s planning philosophy
Key planning capabilities and use cases
Demonstration of a completed financial plan
Overview of the user interface
Checklist
☐ Access platform and log in successfully
☐ Navigate main areas of the software
☐ Understand how financial plans are structured and entered
☐ Review a sample client plan
Optional Support
1:1 onboarding session with Voyant Support support@planwithvoyant.com
Platform navigation walkthrough
Please see our Getting Started Playlist to help get you oriented for the next phase of training.
Step 2: Building Your First Plan
Goal: Learn how to enter client data and create a baseline financial plan.
Training Topics
Entering core financial information
Checklist
☐ Create a new client record
☐ Enter household members
☐ Review and adjust plan assumptions
☐ Navigate the Timeline view
Step 2a: Entering Financial Data
Goal: Build a complete financial picture for a client.
Training Topics
Entering retirement and investment accounts
Entering Goals and Expenses
Checklist
☐ Enter employment or retirement income
☐ Enter investment accounts
☐ Add properties and mortgages
☐ Link debts to properties or assets
☐ Review tax treatment and assumptions
Step 2b: Reviewing Plan Outcomes
Goal: Understand how to interpret results and identify planning opportunities.
Training Topics
Identifying potential planning gaps
Reading key planning outputs
Checklist
☐ Review core planning charts
☐ Confirm asset depletion projections
☐ Understand liquidation order behavior
☐ Identify potential planning risks
Optional Support
1:1 session with Voyant Support support@planwithvoyant.com
Step 3: Using Insights to Analyze Plans
Goal: Use Voyant’s Insights to diagnose issues and explore solutions.
Stress Testing Tools
Planning Insights Examples
Roth Conversion (if relevant)
Checklist
☐ Review at least two planning Insights
☐ Identify potential strategies to improve outcomes based on Insight results
Step 3a: Scenario Planning
Goal: Demonstrate the value of advice by comparing different strategies.
Training Topics
Comparing scenarios to the Base Plan
Testing planning strategies
Checklist
☐ Create a What If scenario
☐ Model at least one planning strategy
☐ Compare results between scenarios
☐ Identify recommended actions
Optional Support
1:1 session with Voyant Support support@planwithvoyant.com
Step 4: Presenting Advice to Clients
Goal: Deliver clear, compelling financial planning recommendations.
Training Topics
Structuring a planning conversation
Using Voyant during client meetings
Explaining results using visual charts
Checklist
☐ Prepare a client presentation
☐ Walk through a plan from start to finish
☐ Demonstrate at least one recommendation scenario
Optional Support
1:1 session with Voyant Support to prepare for you first client presentation support@planwithvoyant.com
Step 5: Reporting & Client Deliverables
Goal: Generate professional reports to support recommendations.
Training Topics
Report selection and customization
Generating planning reports
Best practices for client communication
Checklist
☐ Generate a client report
☐ Select appropriate report sections
☐ Review reports for client presentation
Ongoing Support for New Users
Optional 1:1 Support Sessions (Voyant Support Team)
Users can schedule one-to-one sessions for any questions they might have about using the software some examples include:
Assistance with client data entry
Help modeling complex planning scenarios
Questions about planning concepts
Presentation preparation
Email support@planwithvoyant.com to schedule time with one of the members of our support team.