AI Content Authenticity: All of the following text content has been completed by myself and has not been edited or created by AI. Occasionally we do use AI for images and will note below the image when appropriate.
In true if you’re not moving forward, you’re moving backwards fashion, our Personal Vault View will have some changes this week. We just want to give regular viewers a heads up in case you see a slightly different format. We know most of you view the vault via your cell, and as such the changes will likely even be less visible there.
Cell Phone Icon Image
The main change will be a splash page that will link to other areas in front of our overview. Secondly, spiffen up some of the views, they will be more modern, curvy, and softer fonts – see next…
Tax Forms Technical Difficulties – Reach out for directed forms from us
Also, another heads up, the tax forms linking to our personal vaults has been on again off again, we are on it, and this is a vendor linking situation. Before getting frustrated, please just reach out to us as we can easily send you all of your electronic statements, and, there is nothing secure on the statements, so they’re very safe to send via email or upload into our Vault manually.
Drop us a note and let us know what you think about the new view, there will be some adjustments this week, so your first view may not be the final view, but with your insights and recommendations, we will gladly make suggested changes as the new platform rolls out!
Have a great “Improved Technology” Day!
John A. Kvale CFA, CFP
Founder of J.K. Financial, Inc.
A Dallas Texas based fee only
Financial Planning Total Wealth
Management firm.
