Your vision and financial entries give you a complete financial forecast.
You examine it on the Solutions page. You’ll see the implications of the choices you’re considering or the different paths you might follow.

You want answers to today’s financial concerns — they’re what you think about and deal with most of the time. You want to have and do things now, without neglecting your retirement- and estate-planning needs.

Examine the forecast and create “What if?” scenarios called “Solutions.” In a Solution, you can change your entries. Create as many Solutions as you like until you discover the one that suits you best.






Multimedia Help provides explanations and tax tips from some of Canada’s most widely recognized experts. Multimedia Help can be very useful when you investigate changes to entries, as you discover the Solution that suits you.

This is a great way to gain and apply knowledge. For each entry you’ve made, if the Multimedia Help button is enabled there’s an expert’s explanation or tip. And because you’ve modelled the entry, the explanation or tip applies to your situation.

To hear a Multimedia Help recording, click on an entry, then click on the Multimedia Help button to play the recording.






On the Compare tab, you can display the financial forecast for any two Solutions. All Solutions are saved in one file, so that you can compare and understand their different implications.



The Tactics tab helps you create — quickly and easily — a plan that suits you. It displays "sub-tabs," such as Attitudes, Values, Taxes, and Retirement. Select a sub-tab and use its features.



The Entries tab lets you change the entries that you made on the Vision, Financial Entries, and Details pages and see the effects on your financial forecast. You can also make new entries.




The Allocation tab lets you change the future allocation of any of your portfolios. For example, your investment portfolio is growth-oriented now, but during retirement you'll probably want it to be more income-oriented.



The Insurance tab helps you analyze and understand your life, disability, critical illness, and long-term-care insurance needs. You can change your entries so that they reflect your new circumstances, and then let VisionWorks make all of the complex insurance-needs calculations for you.




The Estate and Will tabs work together. The Estate tab displays your beneficiaries and the amount each will receive, according to the entries on the Will tab.