Back To Wealth Management

Wealth Management Process

We believe in Transparency.
Let's talk next steps.


Discovery Meeting

Our Discovery Meeting is a way for us to determine where you are, where you would like to be and what gaps exist.

Learn More
RK Team Two Weeks

RK is putting together your portfolio

Diagnostic of current situation, our recommendations for moving forward and details on our investing approach


Investment Plan Meeting

During the Investment Plan Meeting, we deliver a road map outlining the probability you have of reaching your goals.

Learn More

Mutual Commitment Meeting

The mutual commitment meeting is an opportunity formalize our working relationship.

Learn More
RK Team 45 Days

The Advanced Plan

Advanced planning is a comprehensive evaluation of the entire range of financial needs, along with our recommendations.

Learn More

45-Day Follow-Up Meeting

Organization of account paperwork


Regular Progress Meetings

Review of progress and implementation of advanced plan

contact us

Want to learn more? Let’s chat.

(865) 218-8400

Email Us