Our Process


We work together to uncover:

  • Your personal and financial goals.
  • Your current financial situation.
  • Your comfort level with risk.
  • Your timeframe.

We will also explain:

  • What we do.
  • How we are paid.
  • What our responsibilities will be.
  • What your responsibilities will be.


We evaluate what you’ve shared with us and determine the best course of action.

We will:

  • Explain our recommendations in detail.
  • Listen to and address any concerns you might have.
  • Explain how we will adjust our strategy as conditions change.


It's time to move! Depending on your specific situation, this may involve:

  • Vault Investment Partners implementing the plan for you.
  • Vault coordinating implementation along with your other trusted advisors (attorney, accountant, etc).


We track your progress. Throughout our relationship, we may recommend adjustments based on:

  • Changes to your and/or your family’s situation.
  • Changes to how you prioritize your goals.
  • Economic conditions.
“I find that the harder I work, the more luck I seem to have.”

Let's Get Acquainted

We offer a complimentary "Get Acquainted" meeting to describe our services, and to see if our services are right for you.


  • Phone:
    (419) 355-0279
  • E-Mail:
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