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EVERYONE DESERVES A REAL FINANCIAL WELLNESS PLAN

and most people don’t have one…

We know that many people cannot afford, and don’t know a Certified Financial Planner or want to keep their information confidential. That is why we created RK Financial Wellness. Hope your employer would consider adding Financial Wellness as an employee benefit.

I know that most people are living paycheck to paycheck.

The stress and anxiety that goes with that is very burdensome. People earning large paychecks and with six or even seven-figure net worth’s also have a different set of issues leading to stress and anxiety regarding money.

Money is a tool and needs to be aligned with your financial and life priorities.

Our planning helps people understand. That taking the time to put a financial plan of action in place. Is critical to financial and life wellness. I believe that if you take action with our financial wellness offering your life will truly be much better for it.

We want people of all ages, incomes and net worth’s to realize. That there are some strategies that are universally sound for you to take advantage of.

Some of the burdens of money:

Seemingly never enough money:

Finding money to pay this month’s bills.
Weight of credit card debt.
Weight of college Loans.
Anxiety/stress living paycheck to paycheck – very little cash in your purse or wallet.
and more.

Have plenty of money:

No financial planning compass to guide spending/saving decisions.
Keeping up with the Jones’.
Spending money as fast as it comes in.
Silent peer pressure to buy expensive things from expensive stores (cars, clothes, house, furnishings).

Sounds crazy to those that are just getting by. Sometimes more money does equal more problems. Just different issues. More money certainly does not always mean a happier, and more content life.

I started my financial advisory practice, Fortune Financial Group, Inc., in 1996. After more than twenty years of successfully helping a number of individuals and creating a framework for their financial and life success. I wanted to take this model to the masses. I have partnered with seasoned practitioner, Cris Kalivas, CFP® to form our new company.

We created RKFinancialWellness (RK) to help accomplish our mission. “Everyone Deserves a Financial Plan.” RK is using the same (best in the industry) planning tools that my advisory clients have been using for years to develop the framework for their success. These tools work well, and are easy to use and can be implemented confidentially from your computer. Also offering Certified Financial Planning guidance at a very discounted hourly rate for employees.

Engaging with a Certified Financial Planner may be intimidating and too expensive for many people. So we have found a way to offer a great financial planning opportunity that is:

Confidential.
Customized.
Easy to complete online.
Very inexpensive.

RK created this by offering “financial wellness” as a benefit to be offered by your employer.

It can be paid for by your employer and or as a voluntary employee payroll deduction. There is several education focused components of our financial wellness offering. We will tailor them to meet your needs.