Why do I want to meet with you annually?

There are a couple of reasons.  First, we want you to keep the fire of why you’ve done what you’ve done with us here at Vault AIS and we want you to utilize that in your life personally and professionally.

How many times have you heard me say that money and finance play a major role in our life?

Vault AIS want you to be empowered around your money decisions. We want you to understand why you’re doing what you’re doing, and how you can leverage it in your life.

We want you to pull the policy off the shelf, open it up, look at it, update the annual review document, and meet with me in a review.

At a minimum, update the annual review document so you know why you may or may not want to meet with me.

We want you to be empowered around #1 asset, #1 investment, and #1 strategy.

My goodness, the world out there today is bombarding us, with financial pornography. You must stay clear that the #1 asset is YOU! Nothing else can ever be a bigger asset to you. People are assets, things are not. Human life value is the source and creator of all property value. We want you to continue to invest in yourself.

#1 investment has been and will always be something that you control, something that you have the most knowledge, expertise, purpose, and passion in. That’s your business or the career.

#1 strategy in the marketplace today is what you do with your cash that you’re going to relinquish control of. You save it in a Vault. In an area that’s guaranteed, protected in liquid to protect your mindset. First and foremost, to be able to continue to produce at the highest level. We want you to leverage this and utilize it in your life.

Maybe there is some major life decisions coming up that are going to require a significant amount of finances. Maybe there has been a job promotion or a big pay increase. Maybe you started this side business with your other business, and you have extra cash flow coming in. Maybe things are tight for a while and you need to look at that. We want to assist you on a macroeconomic view to measure where you are, where you could be, and to be empowered by the whole process.