Here's what to expect
See if it’s a fit
We are not a fit for everyone. Reach out and schedule a Fit Visit, a no-pressure conversation to see if the Retire Ready Roadmap™ is right for your situation.
Start our process
The Retire Ready Roadmap™ has been refined over decades of helping clients. A tax-first retirement planning system built to answer the retirement questions that keep you up at night.
Enjoy What You Built
Retirement isn't the finish line. It's the life you built all of this for. And we will be with you every step of the way.
This is for you if...
You are age 50+ and planning to retire within the next 10 years.
You have $2M+ saved, mostly inside 401(k)s and IRAs.
You're worried about how much of it you actually get to keep after taxes.
Cost and Committment
We start with a plan, not a portfolio transfer. The first thing we do is build your Retire Ready Roadmap™ for a one-time planning fee of $3,500, due at the end of the second visit.
If we are not delivering value that exceeds the cost, you are free to walk away. No long-term commitments.
Step 1 · One-Time
$3,500
One-Time Financial Plan Creation
Due at the end of the Planning Visit (2nd Visit). This is where we build your Retire Ready Roadmap™ together.
Step 2 · Ongoing · Optional
1.0–1.5%
of assets we actively manage, annually
A transparent fee, debited directly from your account.
This relationship includes:
- Ongoing retirement and tax planning
- Management of all investment accounts
- Semi-annual strategy visits and ongoing check-ins
Take the First Step to a Tax-First Plan
MOKAN Wealth is accepting new clients for 2026.