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. The Vision step brings a positive motivation to the life-planning process. Clients also deepen their relationship with you as they gradually confide in you. (If you want a deeper relationship with clients, don't use fear to motivate them.) 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. Clients reveal highly personal data — something that they're usually reluctant to do. They volunteer their financial entries because the Financial Entries page uses the same simple, button-driven approach as the Vision page. 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.