Tag Archives: Vault

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

New Total Vault … View and Upload Features (Clients)

In our last New Total Vault post we discussed how to find your vault. So let’s move on and actually enter the vault and show you around to your New Personal Vault..

Here is your log in screen

New Vault Log In screen BIG

Once logged in, click on the Vault Tab, circled in Red, and you will see the screen below.

Now click on the Upload file, circled in red below on the left hand side of the screenshot.

 

New Vault w Upload and Vault Circled

 You will now see this upload screen. Just enter the location and click upload, and your New Personal Vault will contain the file you linked.

New Vault Upload Screenshot

 Files in the Shared Documents Folder can be seen by us. Documents stored in the My Documents folder are seen only by you, as noted below.

New Vault Screenshot - Shared and Non shared docs

That’s it, now you know how to upload a file to your New Total Personal Vault.

There is much more as we are only scratching the surface of the power!

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

 

 

 

 

Finding Your New Personal Vault – Intro (Clients)

Finding Your New Vault

As the turn of the calendar occurred, we began using a fantastic New Personal Vault system. While we do not need you to be an expert, we wanted to go over how to find your New Personal Vault and a few of the most important features over a series of posts.

Where is Your New Personal Vault?

From our Blog site- http://www.street-cents.com:

Street-cents Vault Spot Screenshot

From our main website http://www.jkfinancialinc.com

JK Financial Inc New Vault Screenshot

All you have to do is click on the respective link from either site, and this is what you will see … Logo and all!

New Vault Log In screen BIG

If you are doing this on your IPhone or Ipad, save this final screen to your home page and it will make an automatic app looking link on your device for easier reference in the future.

That’s it … you now can get to the entrance door of your own personal, secure, fantastic …

New Personal Vault!

Best of all, we have not even touched the surface of what this can do !

But we will soon… stay tuned !

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