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.