Cool Features — New Total Vault

On Monday, Cathy spent the entire day training in order to learn more features on the New Total Vault.

Tuesday it was my turn.

Today …. only half of the day for me!

New Vault Features

  • Connections of ALL financial accounts from any institution  – 401k, Credit Card, checking, Insurance, Mortgage  -Window only, no controlling – see next bullet (We all get a daily snapshot of all accounts … nice!)
  • Super secure place for sensitive electronic data
  • New Net Worth – all in one place

New Vault Meeting

Ok, so we are very excited … even after drinking from a technological fire hose for most of the week ! Just the tip of the ice berg!

Have a great Total Financial Day!

John A. Kvale CFA, CFP

Founder of J.K. Financial, Inc.
A Dallas Texas based fee only
Financial Planning Total Wealth
Management firm.


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