A financial plan can contain a lot of information.

Goals, cash flows, assets, liabilities, retirement projections, assumptions, planning scenarios, and recommendations all have to come together to tell the client a much simpler story:

Where do I stand today, where am I trying to go, and what should I do next?

These Client deliverables are designed to help turn that planning work, along with the other client knowledge available to Vega, into polished materials you can actually use in a client conversation.

Instead of starting from a blank page or manually pulling information from different sources into a client-facing document, you can give Vega the relevant planning information and choose the template that best fits the conversation you’re preparing for.

To access the templates, click “Create deliverable” at the bottom right of your chat in Vega.

This will open the Generate deliverable card, where you can select any of the "Financial planning" templates from the dropdown.

You have six "Financial planning" templates to choose from:

The "Financial plan" is the most comprehensive of the templates.

It brings together the household’s current position, goals, documented plan results, different plan paths, planning priorities, and items that still need to be confirmed into one client-ready artifact.

A financial plan report is a good starting point. You can combine it with account statements, CRM information, meeting notes, client preferences, tax context, insurance information, estate planning information, and other relevant client knowledge.

The "Cash flow projection" focuses specifically on how money moves through the household.

It organizes income and other inflows, expenses and other outflows, taxes, planned savings, net cash flow, asset trajectory, documented planning paths, and items that still need to be confirmed.

When multiple years of planning data are available, Vega can show how the client’s cash flow and assets are expected to evolve over time.

When only the current year is documented, the same template can work as a client-ready budget and cash flow review.

The "Goal funding analysis" organizes the financial plan around what the client is actually trying to accomplish.

That could include retirement, education, buying a home, travel, legacy planning, charitable giving, or another major purchase.

The deliverable brings together the client’s goals, priorities, target amounts and timing with the accounts and contributions being used to fund them. When available in the underlying planning information, Vega can also incorporate funded percentages or probability of success.

It then organizes the information into a client-ready view of the current funding status, documented funding paths, priorities, potential risks, and items that still need to be confirmed.

This template can also be useful earlier in the planning process. You can generate it from discovery notes, statements, and goal worksheets.

Sometimes the client doesn’t need another comprehensive report.

The Plan snapshot is designed to answer two questions on a single page:

It creates a polished one-page view of the client’s plan, including their purpose, headline planning status, key goals, wins, open items, and dated next steps.

This can be useful when you want something simple to walk through during a meeting or a concise takeaway for the client afterward.

The "Retirement readiness analysis" focuses specifically on whether the client’s documented resources can support their retirement plans.

It brings together their planned retirement timing, investable assets, ongoing savings, retirement spending needs, and expected income from sources such as Social Security, pensions, or annuities.

From there, the deliverable can present simulated sustainability paths and their success rates, a sustainable spending estimate, and a side-by-side comparison of different documented paths.

The assumptions behind the analysis are also made explicit, including documented return assumptions and, when available, inflation, volatility, planning horizon, and legacy goals.

The result is a client-ready way to discuss a complicated question:

The "Rollover options analysis" is designed for clients deciding what to do with an employer retirement plan following an event such as a job change or retirement.

Depending on the options documented for the client, the deliverable can compare:

Rather than treating those as four generic choices, Vega focuses the analysis on the documented differences that could actually affect the client’s decision.

That can include fees, available investments, taxes, the client’s age, existing IRA balances, employer stock cost basis, outstanding loans, and other relevant plan-specific considerations.

The result is a concise comparison of the available paths and the essential next steps for the client.

As with every Client deliverable, the quality of the output depends on the context Vega can access.

Before generating one, link the correct household and contacts so Vega can use relevant CRM information, meetings, notes, emails, tasks, and other client knowledge.

Depending on the analysis, you can provide:

You can also use Additional instructions to tell Vega what you want the deliverable to emphasize.

The goal isn’t to upload every document you have. Give Vega the information that matters for the planning conversation you’re trying to have.

Once generated, review the client facts, planning results, assumptions, and sources.

You can make precise edits manually or use the Vega chat for broader changes, such as:

Before sharing, you can also update the title and document details, run a compliance review, and export the deliverable as a PDF or Word document.