Lessons in this Module:

• Important Privacy Notice
• Introducing Voyant Go
• Building Your Plan
  • Adding People
  • Introducing the Timeline
  • Some Important Assumptions
  • Adding Incomes
  • Savings & Investments
  • Property
  • Pensions
  • Adding Expenses
• Scenarios and Reporting
  • The Let’s See Charts
  • Protection and Legacy
  • Insights
  • What If Scenarios
  • Reporting
• Plan Administration
  • Updating a plan year