Financial advice to help you live your most authentic life

Create A Clear Vision. Connect With Your Finances. Live A Wealthentic Life.

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Are your finances ready for an upgrade? 

  • Are you earning more but still not getting ahead?
  • Are you having trouble making your money work for you?  
  • Do you need a game plan you can stick with?
  • Is money impacting the quality of your marriage?
  • Are you ready to build wealth but not sure where to start?
  • Do you feel taxed to death?

Who do we work with?  

We are open to working with anyone, but have found that some of our happiest clients are:

  • Health Care Professionals
  • Business Owners
  • Attorneys
  • Equine Professionals
  • Oil & Gas Professionals
  • Entrepreneurs
  • Engineers
  • IT Professionals
  • ...and more!

We specialize in transforming healthy incomes into
true financial freedom.

Let Us Be Your Guide

"If [more] information was all that was needed, then we'd all be billionaires with perfect abs." -Derek Sivers


How do you get started?  

We put together this process that will allow you to evaluate Vault Wealth Strategies, LLC and give you a framework for how we work with clients so you are able to make an informed decision about working with us.

There is no cost or obligation for you to go through this process because we want to ensure you know exactly how we can help you before you pay us a single penny.

Connect

Before committing your time or ours, let's get together for a quick coffee or phone call to ensure we are in a position to help.

If we aren't a good fit for whatever reason, we will be up front and let you know without trying to push you into something that doesn't make sense, that's our promise to you.


Discover

This is where we like to ask great questions and just LISTEN. During this face-to-face (in person or virtual) meeting, we take money out of the equation and our goal is to discover who and what matters to you.

Let's discover your Why.


Strategize

During this meeting we want lay out a great strategy for how we can help. Our goal is to demonstrate the value we bring to the table while giving you a clear vision of where you stand today.

You'll get to see exactly how we can work together and we'll propose a plan to move forward.

Hiring a financial planner is a decision that should not be made lightly, so we want to make sure you have all the information you need to make the right choice for you and your family.


Sleep on it

Once you have all the information you need, we intentionally create space for you to think about it.   We want you to "sleep on it".   Answer these four questions before moving forward.

Do I like/trust/respect the team at Vault Wealth Strategies?

Will the benefits they provide exceed their cost?

Do I understand and agree with their wealth building philosophy?

Does their recommended path forward make sense to me?


Decide 

Our goal here is simply to help you make the right decision for you.

If you are ready to move forward with us, we can start the paperwork to become a client.  However, if you feel we aren't a good fit, we will wish you the best and part ways as friends.  If it's a matter of timing then we can decide together a point in the future to revisit what working together could look like.

Whatever the outcome, we want you to feel good about your decision.  No pressure or hard selling here. 

Let Us Be Your Guide

"If [more] information was all that was needed, then we'd all be billionaires with perfect abs." -Derek Sivers


technology that works for you

Personal Financial Website

Know exactly where you stand so you'll be ready to make the best financial decision every time.

Investment Alignment Dashboard

Take the guesswork out of investing and feel confident that your investments are on track.

What makes Vault Wealth Strategies Different?

We believe the industry is broken, we're here to change that. 

Industry Approach
  • Industry Benchmarks & Indexes are what clients should be compared to
  • Financial plans are great way to show gaps and sell products and retirement (in)security is a great motivator
  • Clients should be invested in cookie cutter investment programs and proprietary products 
  • Big institutions and their representatives hold the keys to your financial security
Our Approach
  • YOUR GOALS ARE THE ONLY BENCHMARKS THAT MATTER
  • YOUR FINANCIAL GAME PLAN SHOULD ENRICH YOUR LIFE TODAY, NOT JUST SOME ARBITRARY FUTURE AGE
  • YOUR WEALTH BUILDING STRATEGY SHOULD UNIQUELY SUPPORT YOUR GOALS, VALUES, & LIFE MISSION
  • YOU HOLD THE KEYS TO UNLEASH WEALTH AS A FORCE FOR GOOD IN THE WORLD

Resources