Page 7 - Sample Financial Plan 4-1-2019 v2
P. 7
YOUR PERSONAL FINANCIAL WEBSITE
The Vault
The secure, easy way to store, organize, and
access all your most important documents.
UNLIMITED SPACE
From photocopies of passports to monthly account statements,
unlimited space means you can store all your important documents.
SAFE & SECURE
The industry’s highest level of encryption, tested every day to keep
your documents safe from intrusion.
ACCESS ANYWHERE, ANYTIME
Easy access from any device allows you to retrieve your documents
when you need them most.
ORGANIZED & CENTRALIZED
All the files you and your family need in one location, organized for
quick access.
ALWAYS BE PREPARED
You and your family will always know where important files are
located in times of need like buying a house or dealing with a death.
