The phase of “Seeing the Unseen” will allow you to have a macro-economic view of your entire plan. You will begin to see what is truly possible with what you have going on financially.
Human Life Value
Security of Maximization
Transferring Risk vs. Retaining Risk
Economic Value of Certainty
More Wealth & Benefits
The Discovery – Phase 2
What is possible with current assets and invested dollars.
Creation of more wealth with existing cash flow and assets.
9 Characteristic of an Ideal Financial Plan
Future Value – Truth Concepts calculator
Maximum Potential – Truth Concepts calculator
Tax savings, high ROR, lower risk
Person A vs. Person B – Truth Concepts Distribution calculator
Permission Slip – How is it accomplished
Coordination & Integration – Phase 3
Putting the plan into action.
Illustration review
Implementation
Utilization
Learning Profile
In a world full of divide and conflict it can be hard to stay focused on your financial future. I felt distracted and overwhelmed prior to meeting the VAULT A.I.S. Team. After absorbing their valuable knowledge on investment strategies and concepts I felt an immediate relief to my worries. In my mid 30's I felt Continue Reading
Eddie
One of the cool things is it's simple to go through the whole process of doing it. It's actually enjoyable and it actually makes you look at everything in your life and put it on the table and say, "Hey, I can protect all of this.
