On the Vision page, you help clients create their vision in four areas: home, lifestyle, family, and career. They enter what they have and do now, and would like to have and do in the future, such as the vacations they’d enjoy. Creating a clear and satisfying vision will positively motivate you. It’s also necessary if you want to answer today’s financial concerns, as well as address long-term planning issues, such as retirement- and estate-planning. To make entries, drag buttons on the upper part of the Button Palette onto the tree view (like Windows™ Explorer) to create folders, then click buttons on the lower part to make entries (you quantify each entry on the Details page).
		On the Financial Entries page, you record financial facts under five main headings: Tax, Portfolio, Other, Pensions, and Insurance. Examples include portfolios, rental properties, pension plans, and insurance policies. VisionWorks lets you accurately record financial entries. Software that isn't accurate is very misleading — the tax effects of rental properties are often inaccurate and the purchasing power of pension income can be overstated. Make entries on the Financial Entries page just as you did on the Vision page. Drag buttons on the upper part of the Button Palette onto the tree view to create folders, then click buttons on the lower part to make entries.