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Table of Contents
Introduction – About This Guide and the Voyant Advisor Introductory Tutorials ........................................ 1
Questions, Assistance?...................................................................................................................................................................... 1
Before Beginning... Have You Installed Voyant Advisor? ................................................................................... 2
Browser-Specific Installation Tips ......................................................................................................................... 3
Internet Explorer ............................................................................................................................................................................... 3
Mozilla Firefox..................................................................................................................................................................................... 3
Google Chrome ................................................................................................................................................................................. 4
Getting Started - Launch Voyant Advisor ........................................................................................................... 5
Use Voyant Advisor Offline – Set Up Offline Synchronisation, Choose an Offline Passcode ........................ 6
Enter an Offline Passcode ................................................................................................................................................................ 6
Preferences – Activate Offline Mode Anytime After Installation, Update Your Offline Passcode ................................ 7
Create a New Client Case File – The Open Client Record Dialog ................................................................... 8
Enter the Basics ....................................................................................................................................................... 9
Select a Start Date ............................................................................................................................................................................. 9
Clients – John and Julia Campbell ................................................................................................................................................ 10
The Planning Timeline ......................................................................................................................................... 13
Preferences – A Quick Check for Matching Default Settings .......................................................................... 17
An Important Note About the Numbers .................................................................................................................................. 18
Employment Income ............................................................................................................................................ 19
John's Employment .......................................................................................................................................................................... 19
Retirement Savings - John's 401(k) Plan ..................................................................................................................................... 20
Julia's Income ..................................................................................................................................................................................... 22
Retirement Savings - Julia's 403(b) Plan ...................................................................................................................................... 23
Linking .................................................................................................................................................................... 24
Use Link Icons to Jump to Linked Items on Other Screens.................................................................................................. 24
VOYANT ADVISOR INTRODUCTORY TUTORIAL – BUILD YOUR FIRST CLIENT CASE
(Tutorial 1)
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Voyant, Inc. 2011
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