" RK Wealth Management financial planning process:-.
- A robust systemised advice process that helps us keep control of your finances
- As a client you are central to the entire planning process and have immediate access to your portfolio
- By reviewing your portfolio on a regular basis we can react quickly to changing market conditions and agree a revised strategy where required
- Stage 1 - Free First Meeting
- Stage 2 - Discovery Meeting
- Stage 3 - Prepare Financial Plan
- Stage 4 - Present & Agree Financial Plan
- Stage 5 - Implementation
- Stage 6 - Regular Review
“ Prudent advice with integrity “