Vault Plan™

Discover the Vault Plan™ Service from Vault Wealth, tailored to suit your unique circumstances and goals. It's your opportunity to experience the power of our Vault Wealth System™ firsthand, while we explore the potential of our longterm collaboration. Our focus is on laying a solid foundation for your financial future, whether you choose to continue with us or not.

Map with points and a Vault logo.

Introducing The Vault Plan™

Features

The Vault Wealth System

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Are you tired of fragmented financial advice? At Vault, we understand that your financial life is interconnected. That's why we've developed the Vault Wealth System™, a comprehensive approach that addresses all aspects of your financial well-being.

Gone are the days of piecemeal planning. With Vault, you'll have a dedicated team who coordinates across four essential areas, ensuring a holistic and enduring financial strategy. From investments to retirement planning, taxes to estate management, we've got you covered.

Experience peace of mind knowing that your financial future is in expert hands. Say goodbye to stress and uncertainty – with Vault Wealth, you can focus on what truly matters while we handle the rest.

Live Free, Financially.
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The Process

What’s Known

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Starting with what’s known gives us a clear understanding of where you’re at today.

What’s Important

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We want to find out exactly what’s important to you. Not what Google tells you is important.

What’s Possible

Bar chart moving upwards with people appearing to be building it with the Vault Bullseye logo on top to symbolize Vault building your plan

Here’s where we find out exactly what’s possible for you. Work optional 10 years early? Yes please.

What’s Next

Map locator symbol to symbolize we'll help you know where to go next after you get your plan

We’ll give you clear
action steps and timelines so you always know what’s next.

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Features

Measuring Success

Unlock the power to compare scenarios and bring your financial plan to life with ease and fun. Explore various possibilities, tweak variables, and review scenarios anytime, anywhere. Connect all your online accounts effortlessly to your personalized portal for a real-time snapshot of your financial landscape, eliminating the wait for quarterly statements. Stay informed about your investments, run insightful cash flow and balance sheet reports, and reach out to your advisor or schedule an appointment directly from the dashboard whenever questions arise. Your financial journey just got simpler, smarter, and more enjoyable.
Features

For Business Owners

The Vault Wealth System™ for business owners is the confident choice for clients seeking to integrate their business(es) seamlessly into their financial planning. From business cash flow management to buy-sell planning, we've got you covered with expertise and assurance.
Business cashflow planning
Succession planning
Key person planning
Business valuation
Buy-Sell planning
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Pricing

Plans that make sense

Simple, transparent pricing. Try risk free for 30 days.

Individuals

Ideal for individual professionals who want to make smart financial decisions
$1,800
One-Time Fee
Inquire
Vault Wealth System™
What's Important
What's Known
What's Possible
What's Next

Couples

Popular
Ideal for couples, married or getting married, and growing families
$2,500
One-Time Fee
Inquire
**Everything in Individuals+
Holistic Financial Picture
Unified Vision and Goals
Optimized Strategy Development
Joint Recommendations and Steps

Business Owners

Clients who want to include their business(es) in their planning
$4,000*
One-Time Fee
Inquire
**Everything in Couples+
Business cashflow planning
Succession planning
Key person planning
Business valuation
Buy-Sell planning
*$4,000 (1 owner), $6,000 (2 owners), $8,000 (3 Owners)