The Smith's are just trying to keep their heads above water with their little kids. Balancing the demands of raising children but also wanting to be financially sound feels impossible.

They're worried that because their life is so full and busy that they're missing out on opportunities or just not doing something they should be doing. But what is that "something"?!?

It seems like everybody they know has it all figured out and Google is no help at all, there are what seems like a million different strategies or options that the "talking heads" are telling them they should be doing. HELP!!!

The very first thing we did was assure the Smith's that they were not alone, all of those people that seem to have it all figured out are probably having the exact same thoughts as they are.

We tailored a Vault Plan™ for the Smith's to understand what their dreams and goals actually were, then we gave them specific, measurable, attainable, relevant, and time-bound action items. The Smith's opened 529 plans to pay for their private school today and also save for college in the future. They began taking advantage of their employer 401k matching programs as well as establishing their own retirement accounts.

The Smith's have established an ongoing relationship with Vault Wealth to continually stay on top of the Vault Wealth System™ as life happens and circumstances change. Now they feel like they have their own personal CFO and don't have to stress about every financial decision because they have a plan and Vault Wealth in their corner every step of the way. This is how the Smith's are able to