Financial Wellness is within your reach with your employers help.

….And now they can have one as an Employee Benefit

My Partner, Cris Kalivas, CFP® and I have a mission to make financial planning available to the masses. Our new company RK Financial Wellness has bundled some of the software that I have used for years in my professional practice and leveraged it to make it possible for employers to offer financial planning to their employees and an affordable cost.

Confidential online financial plan
Access to #1 Rated Financial Planning Software
Terrific guided online data input and financial plan results at employee fingertips
Affordable for employer as part of Total Rewards package or as voluntary benefit
- PLEASE WATCH OUR 3 Minute Financial Planning Video Explanation

Employee also receives:

Educational Financial Presentations (in-person or webinar)
Access to Fantastic Online Life Organizational Tool – video
Live chat option with Certified Financial Planners (CFP®’s)
Receive expert financial coaching from CFP® for an affordable hourly fee
No sales pitch – 100% informational and educational

RK Financial Wellness is bringing the sophisticated financial planning tools to everybody on their computer.

Please let us know if you employer or someone you know would be interested in talking with us.

Forbes: The Best Employee Benefit You May Not Have Heard Of

For my client’s that are reading this, know that this has no impact on Fortune Financial Group or our business relationship. I’ve always been driven to help more people with their financial wellness and this is a great opportunity to do just that.