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Uses professional advisors to address complexity of finances
Donny has a complex financial life.
Donny just started his own consulting company after surviving five startups. He and his wife have separate brokerage accounts, four 401(k)s from different employers, a life insurance annuity, two kids and a rental property that’s co-owned with Donny’s sisters. Donny’s wife had a lot of medical expenses last year, and his oldest daughter is about to start college. Donny sometimes feels like he’s always on the phone with his accountant, banker, broker, and insurance agent. Sending papers around via express delivery, making copies, filing quarterly estimates and filling out a million forms from different sources is beginning to wear him down.
That’s why Donny’s accountant recommended ValutStreet. Now that Donny has set up the service, all his financial documents are authenticated, collected and stored – automatically – in an online repository that’s secure, always accessible, and organized. Best of all, the complexity of Donny’s financial life has been reduced. With VaultStreet he’s able to share financial records, electronically, with his trusted advisors. No more panic at tax time, no more forms to fill out, no more paper to lose or packages to ship.
Who needs complexity?
