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Windfall deployment plan

Money that hasn't landed yet gets a job before it arrives — each declared inflow is pre-assigned in a fixed sequence (buffer gaps first, then income, then growth), so a windfall lands into a plan instead of a temptation.

How it works

  1. 1Declare a dated inflow at least a month out — a vesting tranche, a sale closing, a bonus.
  2. 2Velira pre-assigns every dollar before it lands: buffer gaps first, then income, then growth.
  3. 3The speculative sleeve is never auto-funded — that allocation is always your explicit call.

What you get

  • Declare dated inflows ≥1 month out — vesting tranches, sale closings, bonuses
  • Every dollar pre-assigned before it lands — buffer gaps first, then income, then growth
  • The speculative sleeve is never auto-funded — always your explicit call
  • A funding timeline of what's pending — with a flag when an inflow runs >90 days late
  • Inflows are tracked, never spent in the math — nothing counts until it actually arrives

Common questions

What is Windfall deployment plan?

Money that hasn't landed yet gets a job before it arrives — each declared inflow is pre-assigned in a fixed sequence (buffer gaps first, then income, then growth), so a windfall lands into a plan instead of a temptation.

How does Windfall deployment plan work?

Declare a dated inflow at least a month out — a vesting tranche, a sale closing, a bonus. Velira pre-assigns every dollar before it lands: buffer gaps first, then income, then growth. The speculative sleeve is never auto-funded — that allocation is always your explicit call.

What do I get with Windfall deployment plan?

Declare dated inflows ≥1 month out — vesting tranches, sale closings, bonuses; Every dollar pre-assigned before it lands — buffer gaps first, then income, then growth; The speculative sleeve is never auto-funded — always your explicit call; A funding timeline of what's pending — with a flag when an inflow runs >90 days late.

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Learn more about Velira

Take a closer look at how Velira works, what it costs, and how your data stays safe.