Wealth Kits

Organize, Protect & Optimize Your Family’s Fortune

Tiered Systematic Solution that moves your family from Chaotic Vulnerability to Organized Resiliency of Vital Assets & Documents

File Cabinet

Quick-Access Binder

Archival Tools

Checklist

Tier 3 Essentials Kit

Fireproof & Waterproof Foundation

Physical

Citadel Fire & Waterproof Document Case
Asset Register & Quick-Access Binder
Archival Tools including fireproof document sleeves waterproof bags acid-free photo sleeves & labeled key tags
Grab & Go Emergency Checklist

Digital

Digital Vault Blueprint Video Course
Master Inventory Spreadsheet Template
Vital Documents Checklist & Directory PDF

Ideal Client Family with everything in shoeboxes & filing cabinets feeling vulnerable to fire flood or disorganization
Big Idea Physical Protection & Immediate Organization
Investment $298

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Chest	Optimization Binder	Flash Drive	Cash
Passports	Pearls & Nuggets	Online Wealth	Cards

Tier 2 Maximizer Kit

Optimization System

Includes Everything In Tier 1 Plus

Physical

Upgraded Stronghold Fire & Waterproof Chest
Optimization Binder
Wealth Optimization Tools including a Precious Metals Primer & Guide a Secure Digital USB Drive in a Faraday bag & an Asset Allocation Poster

Digital

Optimization Video Library with modules like Document Whisperer Insurance Audit Family Bank Strategy & Safe & Sound security
Advanced Templates including a Family Financial Dashboard & a Trust & Entity Tracker

Ideal Client Family with basics organized wanting to optimize holdings & ensure a coherent wealth strategy
Big Idea Strategic Organization & Financial Intelligence
Investment $998

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Treasures	Dashboard	Metals	Safe Deposit
Legacy Plan	Jewels & Gems	Art & Valuables	Vehicles
Intellectual Property	Tickets & Vouchers	Medals & Awards	Dream Plan Act

Tier 1 Legacy Kit

Concierge-Level Solution

Includes Everything In Tiers 1 & 2 Plus

Physical

Legacy Chest a custom-crafted laser-engraved heirloom chest
Fully Pre-Populated Custom-Bound Ledgers with your family’s data
First Funding Package of starter Gold & Silver
Professional-Grade Media Digitization Kit

Concierge Service

Private 1 on 1 Legacy Mapping Session with an advisor
Professional Document Review & Summary for key documents
Customized Family Constitution Draft
Vetted Professional Network Access to attorneys & CPAs
Annual Legacy Health Check review call

Ideal Client High Net Worth Family or Business Owner wanting a turnkey expert-guided legacy package
Big Idea Expert Guidance & Heirloom Curation
Investment $5,000+

Marketing Angle & Key Messaging

Problem Agitation Your Family’s Wealth isn’t just your Money! It’s the Valuables, Deeds, Keys, Memories & Documents scattered across your life… A single disaster could turn Confusion into Catastrophic Loss
Solution The Legacy Vault System isn’t a Safe It’s a Solution System – step-by-step method to conquer chaos & protect what’s vital & optimize what’s valuable
Tier Upsell Path Start with protection upgrade to optimization or command a complete legacy solution

Next Steps

Compliance Work with a Financial Services Attorney for ironclad Disclaimers All materials must state they are for Informational Purposes Only
Partnerships Establish relationships with Fee Only Advisors a Metals Dealer & a Chest Manufacturer for the Legacy Kit
Fulfillment Source high-quality Components The unboxing experience must feel Premium & instill Immediate Confidence

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Master Checklist of Valuables, Documents & Records

Personal & Family Identification

Financial Accounts & Documents

Property & Ownership Documents

Legal Documents & Estate Planning

Insurance Documents

Medical Records

Employment & Business Documents

Tax Documents

Digital Assets & Access

Valuable Physical Assets

Education & Intellectual Property

Keys & Access Information

Pet Documentation

Miscellaneous Important Items

Storage & Maintenance Notes

Last Updated ___________ Next Review Date ___________

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Wealth Kits

All Your Resources Optimized

· Documents – Health, Licenses, Certificates, Insurance, Deeds, Titles, Legal
· Money – Cash, Currencies, Notes
· Coins – Gold, Silver, Rare or Precious Metals
· Cards – Identification, Security, Debit, Credit
· Keys – Home, Business, Vehicles, Safes
· Valuables – Jewelry, Electronics, Tools, Security, Art
· Photos – Family, Friends, Favorites, Highlights, Wins