Tag Archives: 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

 

 

How to Safely Deliver Your Super Sensitive Electronic Documents to Us

Occasionally there are documents that contain more information than comfortable emailing.

Examples … just to name a few

  • Legacy Tax Return Software that still includes full social and bank information (Newer versions blank that information)
  • FBAR (Foreign Bank and Financial Accounts) filings still show full personal information
  • Passports
  • Drivers License

New Vault HandoffVault Add View W Arrows for private and Full View

One of the fantastic features of our New Total Vault is the ability to safely upload your Super Secret Document into your personal vault thereby allowing us to safely download it from our side. Here is a link to an article showing how to upload your document…

Good News, a summer project is to include multiple Very Short Videos to show us how easy it is to complete.

Have a Great “Safe Document Transfer” 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

 

 

May 2017 Podcast Video, Financial Planning Tax Review and Earnings Update- By John Kvale

The School years are finally finishing up…

Summer is beginning across the country…

While moving slower, business is still going on…. let’s review!

But First our 22cnd Annual Holiday Party Announcement!

November 18, 2017 at The Dallas Texas Arboretum from 1-3 PM – Food and Fun – Enjoy the park until 5 pm!

12Nights1

 

Here is the review!

May 2017 Video

 

Financial Planning Tip(s)-

Credit Reportcredit-40673__340

With today’s technology, it’s no surprise more data is being used by everyone from our Mortgage companies to our Insurance carriers to set rates charged to us.

Given the comprehensive use of our data it has become even more important to guard our credit reports.

In our post here, we discuss the importance of watching our credit and how to check your credit report as well as getting a copy of your report, along with ways to dispute difficiences as well.

Sharing your financial life without giving up control

In this post, one of the most popular of the month, we discussed the ability to give access to your financial life, but not control, to someone.

Our job is of course to always know where everything is located and help carry the spirit of your wishes, but the sharing option of our New Total Vault may be an easier introduction to the subject matter, should you desire to bring it up on your own.

You may even want to have a subtle suggestion for the access to a special person in your life …. we have you covered with our New Total Vault.

Capital Market Comments

Employment Update

With over two thirds of our GDP (Gross Domestic Production) aka broad measure of our economic growth, being consumer related consumption, an employed and happy consumer may likely lead to better growth prospects for the US Economy. Here is the full review!

The consumer is certainly employed, as shown by this chart of the falling unemployment rate!

img_0792

Hello Swimming Pool, talk to you at the end of June !

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,

How to share your Financial life with a loved one WITHOUT giving up ANY control!

  • Think the Car keys talk is tough? What about the financial life talk?
  • Do you have a loved one that needs you looking over their shoulder?
  • Are YOU taking and extended trip overseas and need someone to monitor your financial world?
  • You are great with the financial ‘Stuff” but your spouse cares nothing of it and has NO IDEA where everything is?
  • You want your kids to have an idea where everything is located in case something happens to you but did not know how to tell them?

No problem, we have you covered!

Our Solution to all of these problemsFamily Sharing puzzle-210786_1920

First of all, our job is to carry the spirit of your wishes and by knowing everything about our situation, we can help achieve this goal. However, our in-house technology helps with easy, up to date access of all of your financial life as well.

Our New Total Vault allows others to access your financial information, but make no transactions.

If you want, we can even allow access to your Wills, Tax information or other specific items you may be storing in your vault.

We do not have to allow access to everything, only what you want them to see.

Pretty neat stuff… Just let us know if you want someone to have access and we will have you sign a simple form to give them their own log in information.

Have a Great “We’ve got your Financial Life Covered” 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

 

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

 

New Personal Vault Handy Uses – Secure Handoff Via Upload – Ideas for Safekeeping Items (Clients)

Occasionally we have such secure documents that sending them over the world wide web is just not a good idea. Documents containing Banking information, complete Social Security numbers, estate documents, tax information, or other similar types of confidential information are good examples of super securely needed transported documents.

New Vault Secure Handoff

Not to worry, we have a solution !

Navigate to your New Personal Vault and upload that document securely to the shared folder and we will be able to download it from our side, completely avoiding an email on the web. NICE!

What to save in your Vault?

  • Wills and all Estate documents- fast, easy access
  • Tax information
  • Voters Registration Cards
  • Pictures — Your kidding.. no we are not — You can save those in your My Docs folder — we will not see them – but you will still have instant access

Anything you need access !

Break In – How about a folder system for your auto repairs and servicing ? Just set one up for myself over the weekend — finally a good place for that information- rather than clogging up the glove compartment !

Here is an exhaustive list that actually resides…. In your Vault !

Vault List 1

Vault List 2

Ok.. Ok… you get the point… Great, Safe, place for FAST access !

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

 

 

More Sizzle from the New Personal Vault … Living Net Worth and Bank Ready Asset and Liability Page… Sizzle Sizzle (Clients)

So we now know how to find your New Personal Total Vault, you know how to load items into your Vault and link any and all asset accounts, from anywhere.

As a result of all of that hard work, our next Sizzle is a living Net Worth and Bank Ready Asset and Liability page…

If we have successfully linked all of our accounts and updated our property and other values, this sheet will be accurate on a daily basis…WOW !!

If you are having troubles linking… NO PROBLEM we can help with all…. just let us know what you are having issues with !

Did we tell you this would be easy? Well it is !  HERE WE GO…

Log in as you usually do

Click on the Reports Tab, (Circled in Red)

Your Net Worth Statement will appear, (Circled)

Click on Web Print (Circled in Red) to download a printable, controllable Net Worth Page .!!

Net Worth Shot W Red Circles.jpg

 

For those that need a bank signature ready Asset and Liability page, we have you covered too!

Click on the Report Selection drop down tab (circled) and click on Asset and Liabilities Statement

Statement of A and L W Red Circles.jpg

This is a rather long report, as such we cut to the bottom so you may see the signature area

Statement of A and L SIGNATURE W Red Circles.jpg

Again, you may utilize the Web Print Feature to get a hard copy of this report and keep your banker happy !

Hope you think this is as neat as we do !

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