Financial Planning & Investment Management
to help you Live Free, Financially.™
Starting with what’s known gives us a clear understanding of where you’re at today.
We want to find out exactly what’s important to you. Not what Google tells you is important.
Here’s where we find out exactly what’s possible for you. Work optional 10 years early? Yes please.
We’ll give you clear
action steps and timelines so you always know what’s next.
Is your relationship with money serving as a catalyst in
accomplishing that purpose or a culprit in sabotaging it?
We believe there is an inherent conflict of interest when you're working with a large insurance or investment company who's only pushing certain products. How can you trust that the advisor you're talking to truly has your best interests at heart when they make a huge commission on some new annuity or life insurance policy? You can't, which is why we don't work on commission or charge any trading/transaction costs. We structure our fees to put us in a fiduciary relationship with you, meaning we are required to do the best thing for you at all times. Our fees are clear, transparent, and aligned with your specific goals in mind.
Getting started couldn't be easier, just reach out to us at hello@vaultwealth.us, give us the verbal "Let's go!", and we'll get you going. We've worked hard on our onboarding process and signing up with us can take as little as 5 minutes! We want the process to be smooth and easy for you so you can relax and Live Free, Financially.™
We are geared to go as fast or as slow as you want to during your Vault Plan™ buildout, after that, we'll reach out periodically with items from the 4 key areas of the Vault Wealth System™ to prompt different conversations throughout the year. We know life gets crazy and things change, so we are always just a phone call or email away from you, no limits.
You'll of course have access to your Vault Plan™ via the client dashboard where you can see your plan, investment performance, tasks, and more.
The best part of doing what we do is watching clients light up when they see possibilities that they never thought were possible, or when we show our clients how we genuinely listen and care.
We are passionate about our job, and our job is building the foundation for you
Whether you’re just out of college or you feel like you should be saving for your kids college, we can help. Google causes lots of information overload, so we’ll help you understand what matters most so you can make the right moves.
We understand the challenge of keeping your personal finances separate from your business. Your time is valuable, you deserve to spend it building your business and the life you dreamed of. Not losing sleep wondering if you’re on track.
Healthcare, Equine, Attorneys, Engineers, IT, and more! A healthy income doesn’t automatically equate to financial freedom. We’ll help you turn a good earned income into passive & portfolio income so one day work can be optional.
You’ve worked hard and deserve to retire confidently. You shouldn’t have to worry about inflation or market dips. From Social Security to Medicare, we’ve got you covered. Know you're invested right and your finances are optimized.
