Due to overwhelming excitement (from us and you) and massive positive feedback, this Newsletter is an all “New Total Vault” theme…
Here are a few of the topics in the newsletter….
- Finding your Vault.
- Loading important info in your Vault.
- What important info to put in your Vault
- Connecting ALL your financial data to your Vault – That’s right !!!
- Future features such as a Visual Flow Chart to keep your Estate Plans up to date and square in your head
- Parting thoughts election comments
And here is a personal Video review of each article…..
Have a great day!
John A. Kvale CFA, CFP
Founder of J.K. Financial, Inc.
A Dallas Texas based fee only
Financial Planning Total Wealth