In order to achieve Financial Independence, women need to take an active role in managing their finances. Women are four times more likely to become widowed than men are. In fact, nine out of ten women will handle their own finances at some point in their lives. In order to create your own financial plan, there are important steps you can take.

Get Educated and Involved

Keep up to date with the core concepts of insurance. Look at your retirement saving patterns and other investments. Make sure you have an estate plan and take time to understand the various documents involved. Analyze how much money is coming in and going out each month. Maintain organized records and know how to access bills, all bank and investment accounts, deeds and titles to property and other legal documents.

Plan Your Future

There can be a lot of moving parts and planning can be complex. RK Wealth utilizes our comprehensive planning process to walk you through these important steps to ensure your plan reflects your values and goals. We can be your resource to help educate, organize, achieve and maintain your Financial Independence.

To find out more, please contact us today.