A 45 minute consultation to explore possibilities and see if we're a fit.
A detailed proposal based on your current situation and future goals.
If you're not happy in the first 90 days, we'll refund any planning fees paid.*
*Planning fees only, does not include asset management fees
We are open to working with anyone, but have found that some of our happiest clients are successful professionals, entrepreneurs, and small business owners. The common theme we find among the clients we add the biggest value to are those who have developed a special skillset that has enabled them to earn a good income. The trap is thinking that they can "earn" their way to financial freedom.
While earning a healthy income is a great start, it is just that - a start. If you are reading this you probably know what I mean.
Often clients come to us when they feel they should be making more progress than they are given their level of income. They are making good money but are frustrated because they aren't gaining the traction they feel they are capable of. They have noble goals, an impact to make, and a legacy to build, but aren't sure what needs to be done to make it all happen. They recognize that while they may have the smarts, they just don't have the time or desire to go at it alone.
Enter Vault Wealth Strategies. We specialize in helping mission-minded world changers who have dedicated their life's work to building & growing service organizations. We help them accelerate that growth and turn their successful earned income into passive and portfolio income so they can invest their life where it matters most.