A proper investment plan requires more than just a risk- tolerance questionnaire. There are many factors that go into designing how your investments should be allocated, so Kyle takes the time up front with his Blueprint process to have the best opportunity of meeting your goals and objectives. For instance, understanding your income tax bracket, current and future income sources (Social Security, pension, or rental income) plays a critical role in designing your Retire Ready Bucket Plan.
Kyle’s mission is to provide his clients with tailored strategies to meet their unique goals. His goal is to provide clients with clarity, to educate, and help achieve their financial goals.
The MoKan Blueprint uses your funnels to fill up the Now, Ready, and Later Buckets.