Empowering You to Reach Your Financial Goals
MoKan Wealth was created with the mindset that people are unique and deserve more than stack of statement and diversified pie chart. I will work with you to understand your individual situation and build a customized plan that suits your needs and goals.
Whether you are +10 years away from retirement or already retired, you should have a written plan with specific numbers and action items. A holistic plan will consider how Income, Investment, Tax, Healthcare and Legacy decisions all impact each other.