You quantify your vision of life and financial entries on the Details page. You quantify your entries exactly according to your life plan. For example, you can model semi-retirement and a less active lifestyle as you age.

When entries are dynamic, you can trust your plan. "Static" software can't do this — it overstates the amount of capital you need to retire. Because you consume less as you age, capital needs are less than static models tell you.

VisionWorks' unique "draggable" graphs make it easy to create entries and change them over time. Click on a graph to create entries. To change them, drag the graph entries to the desired year and dollar amount or percent.





Use the Will tab on the Details page to model the terms of your will, such as your final expenses and beneficiaries.

Properly modelling the terms of your will is essential for estate planning. Software that doesn’t do this is very misleading — taxes at death, probate fees, and life-insurance needs can be calculated only when the terms of your will are correctly modelled.

VisionWorks has comprehensive and easy-to-use will-modelling features. The Estate tab on the Solutions page (see “Creating Your Solution”) displays the amount each of your beneficiaries is projected to receive.