ARE YOU MAKING THE RIGHT DECISIONS

WITH YOUR MONEY?

IS MOKAN WEALTH A RIGHT FIT? 

–    You are looking to partner with someone to do the heavy lifting and help put a plan in place to make the most out of your retirement. 

–    You’re looking for independent, fiduciary advice to answer the tough questions and “what ifs”.

–    You are a diligent saver, and want to focus your time on your career, family, and retirement. 

–    You value investment, income, and tax planning advice – as it lets you look at all areas of your retirement goals.

HOW DO I GET STARTED?

Retirement planning is not a cookie cutter model or a “one size fits all” approach.  Retirement for you should be a custom-tailored process.  Advice in your best interest that is unique to your financial situation and goals. The start to finish process is an investment of time and attention, not just a risk questionnaire and investment models. For that reason, we only take a select number of clients on that are a RIGHT FIT.

The MOKAN WEALTH MANAGEMENT BLUEPRINT process below is designed to help us determine who’s a RIGHT FIT, so we can form the best long-term client relationships and avoid wasting anyone’s valuable time.

THE WEALTH MANAGEMENT BLUEPRINT

Tell Us About Yourself 

This initial step involves a 5 minute investment of your time by completing the ONLINE PRE-DISCOVERY FORMLINKS TO PRE-DISCOVERY FORM or LANDING PAGE.  Here, we will collect some basic information and ask about your goals and type of planning you’re interested in. This will allow us to maximize our time together during the 1st Visit “RIGHT FIT DISCOVERY”.

1st Visit “Where you are now” 

The purpose of this visit is for us to get to know you.  We will look at your current plan (if there’s one already in place) and discuss your goals and concerns. The goal is to determine if everything checks out and a mutual fit exists.  If we are comfortable moving forward, we’ll schedule a 2nd Visit.

2nd Visit “Where you want to go” 

After the 1st Visit, we’ll collect all the information needed to start your customized financial plan.  The MOKAN Blueprint is designed to provide direction for your retirement goals and clarity towards your top concerns.  We use a KISS approach for your holistic plan “Keep It Simple, Stupid”.  Agreement will be determined upon the end of the visit to transition the plan under MOKAN Wealth Management or part as friends.

3rd Visit “Implementation” 

At the end of the 2nd Visit, you can then choose to engage with MOKAN Wealth Management and implement your financial plan.  Between Visit 2 and 3, we are transitioning investment accounts under management.  Our time will consist of finalizing your custom investment plan and coordinating any tax and income plan strategies.

4th Visit “Client Experience” 

At this point, you are now officially a client, so the first plan of action is to reiterate expectations and then review your new accounts.   Any advanced planning not yet implemented will be completed.  Most importantly, we will mutually establish a communication for ongoing meetings and on-going financial plan updates. 

WHO WE WORK WITH 

It’s important to find a relationship who’s a right fit for you. 

Age 50+

PRE-RETIREES & RETIREES

Diligent Savers

YOU’VE SAVE YOUR ENTIRE LIFE, NOW IT’S TIME TO ENJOY IT.

Value Advice

EXPERT GUIDANCE

Nice People

WE MUST ENJOY WORKING WITH YOU

LEARN MORE ABOUT WHO WE WORK WITH