Tag Archives: New Total Vault

1 Minute Video, How to get into Your New Total Vault … First in a Series …

You are on the run …

Time is short, as is the day …

Heck, we often times pass up useful videos do to length …

Bet you can spare 1 minute!

New TOTAL Vault Video Series …

How to get into your New TOTAL Vault

 

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
Management firm.
www.jkfinancialinc.com
www.street-cents.com

 

 

Coming soon, Fun 1 Minute Videos for the New Vault … Annual Extended Stay Travels Begin … Friday

Next week we will start rolling out our 1 minute (I promise on the time…not easy for a chatty .. haha) fun educational videos with yours’ truly sharing a few fun features and techniques for our New Total Vault.

None have been recorded so far, but we look forward to sharing and having fun with the videos as we all learn our New Vault features together.

Annual Extended Stay Travels20160805_122810648_iOS

As you read this, the wheels are turning towards our annual extended stay trip with fellow advisors,  lots of family, friends and of course a Tennis tournament in the middle of the trip back in Texas.

So far the technological upgrades are doing great and we look forward to putting them to the full test this year !

Friday

We are half way through the summer according to the little ones in our gang … they are not happy about heading back to school, but it’s all good.

It goes fast, enjoy your Friday, heading into a GREAT Summer weekend !

John A. Kvale CFA, CFP

Founder of J.K. Financial, Inc.
A Dallas Texas based fee only
Financial Planning Total Wealth
Management firm.
www.jkfinancialinc.com
www.street-cents.com

 

 

 

Q 4 2016 Newsletter and Video Released !

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…..

Your personal Video Review

 

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
Management firm.
www.jkfinancialinc.com
www.street-cents.com

 

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.
www.jkfinancialinc.com
www.street-cents.com