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Wealth Management Process

We believe in Transparency.
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RK+You

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.

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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

RK+You

Investment Plan Meeting

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

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RK+You

Mutual Commitment Meeting

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

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RK Team 45 Days

The Advanced Plan

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

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RK+You

45-Day Follow-Up Meeting

Organization of account paperwork

RK+You

Regular Progress Meetings

Review of progress and implementation of advanced plan

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Want to learn more? Let’s chat.

(865) 218-8400

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